Online systems

Online systems

Get connected, with cloud-based accounting software

Accounting and bookkeeping once used to be a lot more manual than it is now. To get your accounts together, you’d have to collect piles of invoices and manually enter transactions into a spreadsheet or desktop software, before processing everything month-by-month to see how your finances stood.

Then along came online accounting, through cloud-based software. Now, by linking your software up with your bank account and digitising all your paperwork, you can get a constant stream of up-to-date information straight into your online accounts.

For you, that means more accurate information, a dynamic view of your financial position at any time, and more in-depth insights from us as we apply our expertise to the data. Plus, as the UK’s Making Tax Digital scheme rolls out to more businesses and individuals, you’ll be compliant with the rules by using HMRC-approved software.

At PFS & Partners, we work with QuickBooks and Sage Business Cloud, two market-leading online accounting platforms with a powerful set of features. Alongside those, we use AutoEntry – an excellent tool for automating data entry, so you can do away with the paper receipts altogether.