Customers
Accounting firms doing trust accounting right.
From three-person practices to thirty, firms across Australia reconcile correctly, grow FFR revenue, and stay audit-ready.
- CAANZ
- CPA Australia
- IPA
- Xero
- Xero Practice Manager
- DocuSign
4
average reconciliation time saved per week
20
to run a monthly rec, down from half a day
100
of trust accounts reconciled every month
0
audit surprises to prepare for
Fee from refund
A NSW practice grew its FFR book by 40% without adding a single admin hour.
Placeholder outcome, grounded in the FFR workflow. The growth came from automating refund matching, fee calculation, ABA files and DocuSign authority letters end to end. Replace with the named firm's story as they go live.
Time reclaimed · Audit-ready
A practice manager cut reconciliation from 4 hours to 20 minutes, and walked into the audit with nothing to prepare.
Placeholder before-and-after, grounded in typical manual reconciliation time. Continuous matching replaced the weekly spreadsheet, and the audit trail produced the assurance report on its own. Replace with the named firm's story as they go live.
I sign off on the monthly rec now knowing it is right, not hoping it is.
Reconciliation went from half a day to twenty minutes.
The audit was the quietest it has ever been. Everything the assurance report needed was already there.
We grew the FFR book without adding a single admin hour.
Onboarding took an afternoon. Xero connected, accounts imported, first rec done.
No more Thursday spreadsheet. The exceptions come to me, I clear them, done.
Compliance context
What every one of these firms can produce on demand.
- Client statements and cashbook, current to the day.
- Trial balance by client and monthly bank recs.
- A complete, immutable audit trail for the assurance report.