Ledger Only $7/company·Core $30/company·CRM · Contracting·FullEnrich · Soft Phone·Bank feeds · Expenses per company·Timesheets in Core·30-day free trial · ex GSTLedger Only $7/company·Core $30/company·CRM · Contracting·FullEnrich · Soft Phone·Bank feeds · Expenses per company·Timesheets in Core·30-day free trial · ex GSTLedger Only $7/company·Core $30/company·CRM · Contracting·FullEnrich · Soft Phone·Bank feeds · Expenses per company·Timesheets in Core·30-day free trial · ex GSTLedger Only $7/company·Core $30/company·CRM · Contracting·FullEnrich · Soft Phone·Bank feeds · Expenses per company·Timesheets in Core·30-day free trial · ex GSTLedger Only $7/company·Core $30/company·CRM · Contracting·FullEnrich · Soft Phone·Bank feeds · Expenses per company·Timesheets in Core·30-day free trial · ex GSTLedger Only $7/company·Core $30/company·CRM · Contracting·FullEnrich · Soft Phone·Bank feeds · Expenses per company·Timesheets in Core·30-day free trial · ex GST
Lead-to-Ledger Operating System

Run Sales, Operations,
and Accounting
in One System

My Accounts combines CRM, quoting, invoicing, purchasing, banking and full general ledger accounting in one unified workflow — from first lead to final journal entry.

30-day free trial · No credit card required
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30
Days free — no card needed
10+
Optional add-on modules
AI
Powered lead & ops tools
Multi
Company support built-in

Finance teams deserve better than this

Most teams stitch together 5–8 disconnected tools. My Accounts replaces them.

✕ The Problem

Fragmented tools, broken workflows

  • ✕CRM in one app, accounting in another
  • ✕Manual data re-entry between systems every day
  • ✕No clear link between deals and journal entries
  • ✕Bank reconciliation done outside your main system
  • ✕Field operations disconnected from billing and costs
The Solution

One system, end-to-end

  • Leads flow directly into deals, quotes and invoices
  • Invoices auto-post to the general ledger on approval
  • Bank transactions match to payments automatically
  • Field work orders link to billing and job costs
  • Every action creates an auditable accounting record
Workflow

The Lead-to-Ledger flow

Four connected stages that carry every transaction from discovery to reconciliation — automatically.

01

Discover

AI-powered lead discovery with geo, web and planning signals. Score, tier and enrich prospects automatically.

02

Convert

Manage deals, create quotes, assign tasks, and track the full pipeline from proposal to won.

03

Collect

Issue invoices, capture payments, send statements, and manage supplier bills in one place.

04

Reconcile

Match bank transactions, post journals, run depreciation and keep books audit-ready.

Capabilities

Everything your team needs

Product modules with what's included in your base plan versus optional add-ons. Prices are AUD, ex GST, per company per month — see base plans below.

Base plan $7/company/mth

Ledger Only

  • General ledger, chart of accounts and core financial reports
  • Companies and unlimited users with role-based access
  • Ideal when you need finance-grade books without CRM, sales or operational modules
  • Add optional modules anytime, or move up to Core for contacts, sales, purchases and banking
Included in Core ($30/company/mth base)

Core - Sales, Accounting, Banking & Time

  • Deals pipeline with commission reporting
  • Customer invoices, payment capture & statements
  • Repeating invoice templates, job cost tagging and purchases workflows
  • Includes banking, accounting, reporting and timesheets in the Core subscription
  • Chart of accounts with default chart generation; journals and multi-currency where enabled
  • Budgets, period controls and multi-account GL views
  • Fixed asset register with depreciation schedules and posting
  • Management and statutory reporting tied to the ledger
Add-on +$20/company/mth

Lead & CRM Intelligence

  • Lead lifecycle with tiering, scoring & owner assignment
  • AI enrichment, web crawl & geospatial discovery jobs
  • Sales intelligence suite with LLM search planning
  • Deals, quotes, tasks and appointments linked to contacts
  • Hands off to invoicing and the general ledger
CRM add-on feature · $2 per record

FullEnrich CRM Data

  • Chargeable email and phone enrichment inside CRM workflows
  • Runs from Website Enrichment and intelligence search actions
  • Brings back verified contact data to accelerate prospecting and follow-up
  • Subscription-admin controlled so companies explicitly enable paid lookup access
Add-on +$20/company/mth + $0.10/min

Soft Phone

  • In-app calling capability for CRM teams and operators
  • Outbound calls recorded against the contact activity timeline
  • Subscription-admin controlled per company with monthly access plus usage billing
  • Keeps calling, CRM context and follow-up work inside one operating system
Purchases in Core · Expenses add-on +$10/company/mth

Purchases & Expenses

  • Supplier bills, POs & bill upload with OCR extraction
  • Searchable payables & supplier payment tracking
  • Expense capture with receipts, approvals and reimbursement
  • Direct GL posting on approval; ties to sales expense lines where configured
Contracting add-on +$20/company/mth

Contractors & Field Ops

  • Contractor onboarding, tiering & certification tracking
  • Work orders & tenders with operational dashboards
  • Inventory, media attachments and approval paths
  • Bulk actions and activity streams; links to purchases, billing and job costing
Banking in Core · Bank feeds add-on +$10/company/mth

Banking & Bank Feeds

  • Bank account management with linked GL accounts
  • Transaction import, smart matching & allocation
  • Live feeds: secure institution connections and scheduled import
  • Feeds complement manual import when a connection is not available
Included in Core

Timesheets

  • Time entry by project, task or matter
  • Manager review and approval queues
  • Supports billing and job-cost visibility where linked
  • Audit-friendly history of submissions and changes
Practice Management Without The Complexity

Need a legal practice platform as well?

Trial Accounts is the dedicated legal product for matters, contacts, time, invoicing, documents, trust accounting and Trial AI, with accounting connectivity back to My Accounts.

MattersTime & expensesDocumentsTrust accountsTrial AI$30/user/month base
Trial Accounts
Legal Practice Management
Purpose-built for solicitors and barristers.
Start with the full platform, then add Trust Accounts or Trial AI as needed.
Visit Trial Accounts
Apps

Web, tablet & mobile

Your accounts,
in your pocket

The full My Accounts experience—including web and mobile.

  • Contacts — Add and view contacts on the go
  • Sales — Raise and view invoices & quotes
  • Purchases — Log and view supplier bills
  • Pipeline — Track deals and move them forward
  • Calendar — Appointments and reminders
  • Expense capture — Snap receipts and submit expenses
  • Company switcher — Flip between companies instantly
9:41
My Accounts
Acme Corp
Invoice #1042
Deal — Acme Fit-out
Bill — Officeworks
Quote #88
Contact — Jane Smith
Sales
Purchases
Pipeline
More
Pricing

Simple, transparent company pricing

Choose a base plan, then add only the modules your company needs. All figures in AUD, ex GST, per company per month.

Finance foundation
Ledger Only
Unlimited users
Monthly plan
$7
Per company, ex GST
Included
General ledger
Financial reports
$7/ company / month

ex GST · billed monthly · unlimited users

Ledger Only

General ledger with chart of accounts and core financial reports for one company with unlimited users.

  • Chart of accounts & general ledger
  • Core financial reports
  • Companies & unlimited users
  • Role-based access
30-day free trial
Operations + accounting
Core
Unlimited users
Monthly plan
$30
Per company, ex GST
Included
Sales + banking
Reporting + time
$30/ company / month

ex GST · billed monthly · unlimited users

Core

Sales and revenue, purchases, banking, accounting, reporting and timesheets in one company subscription with unlimited users.

  • Contacts, invoicing, sales & revenue, purchases
  • Banking & reconciliation (bank feeds optional)
  • Accounting, timesheets, financial & management reports
  • Unlimited users included
  • Full audit trail

Add-on module pricing and feature detail are listed on each card under Everything your team needs. Ledger Only and Core base plans are above.

All prices are ex GST. Feature availability follows your active subscription items.

Start your 30-day free trial — no credit card required. First charge after trial ends.

Trust & Compliance

Finance-grade controls from day one

Built for audit-readiness, multi-entity operations and strict access management.

Full Audit Trail

Every transaction, change and posting tracked with complete history.

Role-Based Access

Granular permissions per user, per company, per module.

Company Scoped

Data isolation and controls per entity — multi-company ready.

Automated Posting

From invoice to payment to journal — no manual GL entry needed.

Start your free trial today

30 days free, no credit card required. Start your company trial or sign in to continue working in My Accounts.

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