FY25 Winner for the NZ Xero Practice App of the Year

Frustrated by the time lost switching between apps, accountants Paul and Paula Murray built AccountKit to put the heart back into your accounting practice. Bringing compliance tools, workflow and document management into one place, so your team can perform at their peak.

More than just a suite of tools, AccountKit gives you everything in one place. Client correspondence, e-signing, equipment finance, inter-entity loans, business structure diagrams and more—all connected to Xero Practice Manager and your favourite apps. So everything your practice needs is always right there at your fingertips.

Performance Enhancing Tools

Workflow Tool: Workflow management built specifically for the variety of work accountants and bookkeepers handle every day. Customise your setup, then build templates (or use the AccountKit Library) to standardise every part of your business. Add work instructions so new team members know exactly what each step means while completing tasks.

Inter-Entity Loan Reconciliation Tool: This much-loved tool automates a process that has always been manual and time-consuming. Its auto-match functionality reconciles inter-entity loans across multiple accounts and Xero files, centralising them into a single place—so accounts can be reconciled continuously rather than waiting for EOFY.

Equipment Finance Tool: Equipment finance schedules are often spread across multiple client folders, creating unnecessary friction. This tool tracks and automates all equipment finance schedules across your practice, enabling your team to build schedules and reconcile in real time with complete visibility.

Division 7a Tool (AU only): Incredibly easy to use, yet powerful enough to outperform the ATO calculator. It streamlines the creation of Division 7a schedules and provides a centralised view of Div7a loans across your practice, client groups and entities.

Client Map Tool: The human brain processes visual information faster than text, yet diagrams are often avoided due to the time required to create them. This tool quickly auto-creates business structure diagrams, software maps and process flows for sharing with clients. They can be saved, updated and exported as PDFs, with every change synced to Xero Practice Manager.

Correspondence Register: Your practice becomes more efficient when every client phone call, file note, meeting note, SMS and email is stored in one place. Improve consistency with built-in templates, and link correspondence to workflow tasks and documents for complete visibility across your practice.