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For bookkeepers

Keep every client’s month-end on schedule

Recurring client tasks, the email that comes with them and the schedules behind each month’s journals, kept together so the next action is always obvious and the ledger in Xero stays right.

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AccountKitEquipment financeInteractive preview · sample data
Harbour GroupEquipment finance
Finance Details

Interactive demonstration with sample data, based on the AccountKit interface.

Where it gets stuck

Where a bookkeeper’s month usually loses its hours.

The work is repeatable, which is exactly why doing it by hand each month hurts.

What fixes it

Inter-entity loans

The tool pairs the two sides of each loan across the group, clears the matches and leaves only the exceptions, then posts the matching journals straight into Xero.

See the inter-entity loan tool

Where to start

A starting stack sized for a bookkeeping practice.

Start with the three repeat jobs that consume the most month-end time. Everything below is on the Compliance plan and works from the client list you already keep.

  1. A bookkeeper checking client paperwork at her desk

    01Reconciliations

    Clear the balances that should agree.

    Match both sides of each loan across the client group and post the journals to Xero, with the account reconciler for the balances that still need a look.

    See inter-entity loans
  2. A bookkeeper working through client records on a laptop

    02Schedules

    Set each finance agreement up once.

    Equipment finance keeps each agreement’s schedule and balance, so month-end becomes a check rather than another spreadsheet rebuild.

    See equipment finance
  3. A team reviewing financial reports around a table

    03Correspondence

    Keep the email with the client work.

    The correspondence register files client mail against their record, while basic workflow keeps the job and its next action moving.

    See document management
Michelle Irwin, For the Books
For the Books · Michelle plus a team of part-timers; owner since early 2025

A bookkeeping practice run by a registered BAS agent

For the Books keeps client accounts accurate and saves hours a month.

“Where has this been for the last 15 years of my life?”

Michelle Irwin, For the Books
hours saved a month on a single complex client
2–3
entities in that one client group, reconciled with a click
~8
Michelle’s score for the Inter-Entity Loan Tool
10/10
Read the For the Books story

Plan fit

Start with Compliance for schedules and reconciliations.

It’s the plan built around the schedules and reconciliations you run every month.

Usually the right planCompliance

  • Equipment finance
  • Inter-entity loans
  • Account reconciler
  • Correspondence register for mail
  • Basic workflow
  • 100 accounting connections, with five users included

Professional adds email integration, e-sign automations and advanced document management. Practice adds full workflow and repeating templates.

Compare all three plans

The heart of your firm

Run next month’s close in AccountKit.

Start a trial with the clients whose schedules take longest, and see how much of the month is left to check rather than key in.

Start free trialBook a demo

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.