Practice management built specifically for bookkeepers

Bookkeeper Dashboard replaces the spreadsheets, generic task tools, and email chains most bookkeeping practices cobble together — with one system built around how a bookkeeping practice actually works.

Client & workflow management

• A full client register with structure notes, trading names, related-party contacts, and per-client instructions
• Task management with due dates, recurring job templates (BAS, PAYG, annual work), checklists, and staff assignment
• List, Kanban, and Calendar views — track work by due date or by workflow status (Not Started, Underway, Waiting on Client, etc.)

Direct Xero integration

• Connect each client's Xero organisation and run automated health checks: GST/BAS reconciliation issues, supplier ABN validation (including cancelled-ABN detection), and more
• Everything in one place instead of switching between Xero and a separate practice management tool

Time & capacity

• Built-in timers per task and client, with optional 15-minute rounding
• A capacity dashboard showing practice-wide workload against your team's available hours

Client interactions

• A branded client portal for document uploads, e-signing, and answering uncoded-transaction queries — no separate login system to manage
• Authority requests for ATO authorisations, sent for signing and tracked to completion

AI assistance

• Sage, an AI practice advisor, for day-to-day questions
• Paige, for marketing and social content, for practices that want to grow their client base

Built by a practising bookkeeper who couldn't find a tool that did all of this without stitching five products together.