Compare · 74 products

Accounting & Bookkeeping for Australian brokers

Ledgers and practice management

The short answer

Accounting tools matter to brokers twice: for running their own business, and for reading a self-employed client's position. This category covers ledgers, practice management, document capture and reporting, judged on Australian tax and payroll fit rather than global feature counts.

The rules this Accounting & Bookkeeping ranking will follow

The fastest way to judge a review site is how it makes its money and who signs its verdicts. These are the rules we have published for ourselves, in advance and in public — no product in this category has been tested against them yet, so hold us to them.

Most review sites

  • Rank whoever pays the most

  • Review from the vendor’s demo

  • Verdicts with no author

  • Sell your details as leads

  • Hide who owns the site

  • Leave reviews years out of date

What we have committed to

  • Rank on published criteria, every time

  • A real account, for a working week

  • Every verdict signed and dated

  • Never sell your details

  • Rank our own product in public

  • Show the last tested date on the page

The published rules Finance OS research will follow when Accounting & Bookkeeping is tested

What each one will be scored on

How these are scored →

The same weighted sheet for every product in the category, published before any of it is filled in. Every cell below reads “score not published”, because none of them is.

Accounting & Bookkeeping scored criterion by criterion
CriterionAccess HandiSoftAirwallexApprovalMax
Aggregator integrationScore not publishedScore not publishedScore not published
Compliance fit (NCCP & BID)Score not publishedScore not publishedScore not published
Lead capture & responseScore not publishedScore not publishedScore not published
Pipeline & workflowScore not publishedScore not publishedScore not published
Automation depthScore not publishedScore not publishedScore not published
Australian supportScore not publishedScore not publishedScore not published
Value for moneyScore not publishedScore not publishedScore not published

The tests will be filmed

Each test is filmed inside the real account — the workflows, the failure paths and the parts the demo never shows. None has been run in this category, so these slots are empty; they fill in as each product is tested.

Watch

Access HandiSoft walkthrough

Not yet filmed

Watch

Airwallex walkthrough

Not yet filmed

Watch

ApprovalMax walkthrough

Not yet filmed

Three of them in detail

Access HandiSoft

Airwallex

ApprovalMax

Screens will come from the real accounts

Captured inside the tested accounts, never from a vendor press kit — which is why there are none here yet.

How we capture them

Screens come out of the account, not the press kit

Every screenshot is taken inside the account the product was run in, at the point in the workflow being scored. Nothing is staged, nothing is a vendor render, and nothing is a mock-up.

  • Captured in the live account, mid-workflow
  • Dated with the test it came from, and re-shot when the product changes
  • Never a vendor render, never a mock-up

Editor’s verdict

The verdict names one product, says who it is for and who it is not for, and shows the criteria that decided it. It is written after the testing, signed by the person who did it, and dated — so you can judge how current it is and hold someone to it.

Signed and dated by the reviewer who ran the tests

Reviewer

Named and pictured once this category has been through testing.

Every Accounting & Bookkeeping tool we track

74 products

The full catalogue for this category, including everything still in the review queue. Listing a product is not a recommendation — only the reviewed ones have been through a real account and a week of testing.

  • Access HandiSoft
  • Airwallex
  • ApprovalMax
  • APS / Reckon APS
  • BGL Workpapers
  • CCH iFirm
  • Deputy
  • Dext Prepare
  • Employment Hero HR
  • Employment Hero Payroll
  • Fathom
  • FYI
  • Hubdoc
  • Ignition
  • Karbon
  • Lightyear Docs
  • Microsoft Excel
  • MYOB Accountants Enterprise
  • MYOB Business
  • MYOB Practice Management
  • Power BI
  • QuickBooks Online
  • Spotlight Reporting
  • Syft Analytics
  • Weel
  • XBert
  • Xero
  • Xero HQ / Xero Partner Hub
  • Xero Payroll
  • Xero Practice Manager
  • Xero Tax
  • Xero Workpapers
  • AccountKit
  • AccountKit reporting tools
  • Aider
  • AutoEntry
  • Calxa
  • Castaway Forecasting
  • CCH Integrator
  • Expensify
  • Figured
  • Float
  • Futrli
  • Google Sheets
  • GovReports
  • Hnry
  • Kloud Connect
  • LodgeiT
  • MYOB Accountants Office
  • MYOB AccountRight
  • MYOB Payroll
  • Phocas
  • Reckon One
  • Rounded
  • Sage Intacct
  • Tanda
  • TaxDome
  • Zoho Books
  • AuditFile
  • Canopy
  • DiviPay legacy branding
  • FreshBooks
  • Frollo/financial-data integrations
  • Jetpack Workflow
  • KeyPay legacy branding
  • Microsoft Dynamics 365 Business Central
  • Oracle NetSuite
  • Pixie
  • Sage Accounting
  • SAP Concur
  • Senta
  • Thomson Reuters ONESOURCE
  • Thomson Reuters Practice Management
  • Uku