Made for your everyday. Ready for what is next.
Explore each tool, see everyday situations and try an example before opening your workspace.
A receipt today. A clear record when you need it.
Capture purchase evidence, review the extracted details and keep your expense records together. Receipt scanning helps with the paperwork; you decide what the purchase was for and whether it belongs in your tax records.
Give every transaction a little more context.
Bring statement transactions into a review workflow, distinguish business from personal spending and connect payments with supporting records. Useful when the bank’s short description is not enough to explain a purchase.
Understand the numbers behind your next decision.
Bring income, records and profile assumptions into a tax-planning view. An estimate is most useful when you can see what went into it and update the information as your year changes.
Make the work you delivered easier to account for.
Prepare client invoices, review line items and keep the amount, due date and recorded status in one workspace. Start with an accurate document and a clear record of the work.
Find the proof of purchase when something goes wrong.
Keep product details, purchase evidence and warranty dates together. A useful purchase record can serve you long after the tax year has ended.
A clearer log of where work takes you.
Record trip dates, purpose, vehicle and distance while the details are fresh. Keep the evidence behind a business-use allocation instead of guessing at the end of the year.
Keep your Australian reporting evidence in order.
Organise sales, purchases and GST information for a reporting period. Review the underlying records before using the figures to prepare your activity statement.
Turn a year of records into a useful conversation.
Review summaries and exports built from the information you have recorded. Choose a period, inspect the detail and prepare a clearer handover to the people helping with your finances.
Find questions worth asking about your expenses.
Use your occupation, country and records to surface deduction possibilities for review. Keep the evidence and your judgement at the centre of the process.
Keep the history behind an asset disposal.
Organise acquisition details, disposal proceeds and costs before assessing a capital gain or loss. A clear asset history makes the next review easier.
Keep each property’s story in one place.
Organise rental income, expenses, ownership and supporting details by property. Review the record before drawing conclusions about returns or tax treatment.
Follow an asset beyond the day you bought it.
Keep asset costs, dates and depreciation assumptions together across reporting periods. Make the treatment visible rather than losing the asset inside a general expense total.
Keep transactions traceable across your crypto records.
Record quantities, dates, proceeds and costs so you can review the history behind an event. Separate a transfer from a disposal before relying on a total.
Keep pay-run records understandable from the start.
Organise employee and pay-period information, review entered amounts and retain a clear record. Payroll preparation needs accurate inputs and a deliberate review before any external action.
Keep contribution records ready for review.
Organise contribution types, dates and amounts in one place. Compare recorded amounts with the assumptions you have checked for your situation.
Know what you own, where it came from and what changed.
Keep asset details, purchase evidence and lifecycle records together. Make handovers and later reviews easier by preserving the history behind each item.
Give stock movements a record you can follow.
Organise item quantities, costs and adjustments in a stock workspace. Reconcile what the records say with what is actually on the shelf.
Bring entity records to the review table.
Organise entity details, documents and dates so a professional review starts with a clearer record. Trusts and SMSFs need context that a generic checklist cannot decide for you.
Organise the facts behind a residency question.
Collect travel dates, countries and personal ties before reviewing residency. A clearer timeline is useful; a day count alone is not a residency ruling.