The workflow
From connection to a closed period, in three moves.
Software shaped around how accountants really work, so every day starts with what needs attention instead of where to log in.
- 01
Connect
Authorise each client's Akauntme, QuickBooks or Zoho Books account. Least-privilege, read-only scopes by default.
- OAuth or API-key authorisation
- Read-only unless a write is explicitly enabled
- Historical import, then incremental sync
- 02
Review
Work from one normalised transaction list. Flag, query, reconcile and attach evidence without leaving the record.
- Explicit review statuses
- Duplicate candidates, never auto-deleted
- Notes and evidence on every transaction
- 03
Deliver
Close the period, get approvals, and send branded reports and requests through the client portal.
- Month-end and year-end checklists
- Senior and partner approvals
- Reports stamped with period, currency and source
How data flows
Your clients’ platform stays the system of record. AkauntBook reads, organises and adds the professional layer on top.
Month-end
A close that finishes itself, one tick at a time.
Reusable checklists give every client the same disciplined process, with owners, reviewers and approvals attached to each step.
- 1Confirm data has synchronised
- 2Review transaction completeness
- 3Check supporting documents
- 4Reconcile available bank records
- 5Investigate unmatched transactions
- 6Review receivables and payables
- 7Resolve outstanding findings
- 8Obtain approvals
- 9Deliver the report and close the period
Your accounting practice, connected.
Manage more clients, improve the quality of your work and cut the repetitive admin.