Bookkeeping software · Built for your practice
It records what comes in and what goes out, keeps an eye on GST and tax through the year, and builds a pack your accountant can work straight from at the end of it. It runs on your own computer, and nothing is uploaded anywhere.
The parts you would touch most weeks. Everything else in the program exists to make these four quick.
Every payment received and every cost paid, with a running view of the year. Click any row to open and change it. There is a Record something button at the top of every screen, so adding one thing never means navigating first.
Anything that came in from an import is marked check me until you have looked at it, so nothing is quietly filed under a guess.
Drag a photo or a PDF in and the program pulls out the date, the supplier, the total and the GST, and suggests where it belongs. You check the numbers and post it. It never posts anything by itself.
Every file is renamed and filed into your receipts folder automatically, so the archive stays tidy without you organising it.
Every recurring thing down one side, the twelve months of the financial year across the top. Room hire, supervision, AHPRA, indemnity, phone, practice software, kilometres, hours worked at home. Tick each one off as you deal with it.
Beside each tick it shows how many matching entries actually exist in your books that month, so a tick with nothing behind it is visible. That is the case worth catching.
Where the year stands, what you should be keeping aside for tax, and a short list of anything worth a look. Not a wall of charts.
Your books record what has arrived. This records what was billed. Neither one on its own can tell you what you are still owed.
Unpaid, part paid, paid and overpaid are all worked out fresh from the payments recorded against each invoice, so a balance can never quietly drift out of date.
Each invoice knows the kind of payer behind it, and each kind carries its own idea of how long it usually takes to pay:
So an EAP invoice raised on Tuesday is not reported as overdue on Wednesday. Those day counts are only conventions, and you can change any of them.
One deposit often settles nine appointments, and one invoice is sometimes settled by a part payment and then the balance. Both are handled the same way.
The matching is deliberately cautious. It pairs what it can justify and leaves everything else for you, because a wrong match is worse than no match: it hides an unpaid invoice and misfiles a payment at the same time. Two invoices for the same amount in the same fortnight is completely normal, so it will not guess between them.
Estimates to help you plan, kept current as the year goes, so June is not a surprise. None of it is tax advice.
Australia taxes your whole income together. If you earn anything besides the practice, the practice's profit sits on top of it and is taxed at the rate that applies up there, not from zero. The program works out your tax with the practice and without it, and the difference is what you need to keep aside.
It also tells you what to set aside out of a single payment, which is not the same as your tax rate: tax is on profit, not on turnover.
Clinical sessions are generally GST-free, while report writing, insurer work, workshops and supervising others generally are not. The program keeps those apart rather than reporting one lump, because that split is what a BAS turns on.
If you are not registered for GST, none of this appears and there is no BAS to lodge.
The program ships with the tax rates, the kilometre rate, the working-from-home rate and the write-off threshold already filled in, and it marks every one of them as unverified until you have checked it against the ATO website. It says so on every estimate until you do.
It would be easy to print the numbers and hope. This asks instead, because a rate nobody has checked is worse than no rate at all.
Three areas where most of the money gets left behind, each one calculated more than one way so you can see the difference.
You asked whether hours or floor area works out better. The honest answer is that they are different methods with different evidence requirements, so the program calculates all three and shows you the numbers rather than choosing for you.
It also says the quiet part out loud: the method that pays the most can cost you part of the capital gains tax exemption on your home when you sell it, which is often worth far more than the deduction. It shows you that number. It does not tell you to take it.
Save your home and each clinic, and the distances between them work themselves out. After that, logging a trip is picking two places and a date.
It handles both ways of claiming, including a twelve-week logbook, which fixes your business-use percentage for five years and usually beats the simpler method by a wide margin.
Things that last more than a year are treated differently from things you use up. The program flags the larger purchases, works out which is which, and shows what the claim is worth either way before you decide.
A single spreadsheet with the profit and loss, the breakdown behind every line, your kilometres, your hours at home, your assets and your GST position, plus a zip of every receipt for the year.
It is deliberately plain rather than branded, because it is a working document for somebody else. It states what basis it was prepared on and, importantly, what has not been done: anything still unchecked, anything still flagged for review. An accountant needs to know the gaps.
Most people who start keeping proper books find the earlier years were guessed at, usually meaning deductions were missed and too much was paid. Type in what you actually declared for a year and the program shows you the gap, and roughly what it is worth.
It does not tell you what to do about it. It just means the conversation with your accountant starts from numbers instead of a feeling.
Not a list of work outstanding, but a hunt for data that cannot be right: a date that never happened, an entry filed in the wrong financial year, GST recorded on a business that is not registered, entries that look like accidental duplicates.
Nothing is ever corrected without showing you the evidence first, and anything genuinely ambiguous is reported and left alone. It takes a backup before it changes anything.
Point it at your receipts folder, including years of files from before you started using this, and it checks each one against your books. A receipt with no matching entry is usually a cost you paid for and never claimed.
All optional. Without any of it the program still records everything, reads your receipts and builds the end of year pack. Connections only save you typing.
Nothing the program connects to can be changed by it. Every connection is read-only.
This is the part that mattered most in how it was built, so it is worth being explicit.
Worth knowing up front, so none of it is a surprise in June.