Manage your business structures including companies, trusts, partnerships, and individual entities. Create entities, set up registration details, manage addresses and contacts, establish family relationships, and organize all entity documentation.

Key capabilities: Entity creation, registration management, contact relationships, family tree structures, document organization

Manage all your financial accounts including cash accounts, debt accounts, and transaction processing. Upload bank statements, categorize transactions, set up automatic categorization rules, and link receipts to transactions for complete financial record keeping.

Key capabilities: Account setup, transaction processing, categorization, receipt management, automated rules

Track and manage all your investments and assets including shares, property, managed funds, and other investments. Create asset records, define properties and terms, link to administrators, and process asset liquidations with complete audit trails.

Key capabilities: Asset creation, property management, administrator linking, liquidation processing, bulk operations

Manage all periodic, compliance, and non-transactional financial events. Generate BAS statements, manage Division 7A interest payments, handle solvency resolutions, track important dates and birthdays, and ensure compliance with all regulatory requirements.

Key capabilities: BAS generation, loan management, compliance tracking, date management, regulatory reporting

Streamline your end-of-financial-year processes with integrated tax software workflows. Transfer account data to Workpapers and Tax Software, process asset sales, prepare tax returns, and manage all EOFY compliance requirements efficiently.

Key capabilities: Data transfer, tax preparation, compliance management, software integration

Analyze and optimize your investment portfolio performance. Conduct health checks, rebalance asset allocation, understand legal vs equitable ownership structures, and perform comprehensive ROI analysis to maximize your investment returns.

Key capabilities: Performance analysis, portfolio rebalancing, ownership analysis, ROI calculations

Manage all people in your system including family members, business partners, and advisors. Set up personal details, manage addresses and contacts, establish relationships, and control access permissions to ensure the right people have access to the right information.

Key capabilities: Contact management, relationship mapping, access control, personal information management

Manage all your business operations including invoicing, quotes, purchase orders, and customer relationships. Set up automated workflows, manage terms and conditions, process vendor bills, and streamline your entire business operation workflow.

Key capabilities: Business operations, workflow automation, customer management, vendor processing

Complete payroll management for employees and contractors. Set up employment contracts, process wages and salaries, manage leave entitlements, handle superannuation contributions, and submit STP reports to the ATO for full compliance.

Key capabilities: Employee management, wage processing, leave tracking, superannuation, ATO compliance

Manage your personal profile, system preferences, and security settings. Update personal information, configure system notifications and display options, set up access management for your entities, and maintain strong security practices including two-factor authentication.

Key capabilities: Profile management, system customization, access control, security configuration