Books
Spend less time chasing records. Make more room for advice.
Organise client accounting, GST reviews and finance follow-ups with Automis Books. Explore partner access for chartered accountants and practices.
How this workflow helps
Give client accounting work a clearer structure. Review available records, identify missing information and prepare the questions that need a client conversation.
What to review with your team
- Confirm client access and permissions
- Review accounting and reconciliation work
- Prepare client follow-ups and finance discussions
Frequently asked questions
What should we review before getting started?
Give client accounting work a clearer structure. Review available records, identify missing information and prepare the questions that need a client conversation.
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Tell us what takes up your team’s time. We’ll show you the relevant products and help you plan a practical starting point.