min saved every day
Our product
Simply send your client an online link, let them complete the relevant fields in the form, review their submission and sync their data to your cloud accounting platform with one click.
Form examples
For small businesses
Spending endless hours duplicating client info into your accounting platform? Countless emails back and forth to ensure you've captured all of your client billing info correctly?There is so much more you could be doing with this time.
For accountants
No more vacant or missing fields in billing information holding up your workflow. Double checking juniors' input data becomes a thing of the past. Sounds too good to be true. It really is that simple.
Capture your clients’ billing information and automate your onboarding process.
FAQ
Depends on your local currency. Have a look at our pricing, or chat to us about any concerns you have.
This online service is available globally even though we're based in Cape Town, South Africa.
Simply enter your email address and follow the prompts. Having your company logo and font preference available will speed up the process.
This service currently integrates to your cloud-based xero account. If you are using any other cloud-based accounting software we would love to discuss your options.
Custom integrations is the name of our game. Let us know what you need and we can send you an estimate for any personalisations you would need.