All apps — coming soon·Ledger Only $7·Core $20·CRM · Payroll · Contracting·Legal · Trust · Trial AI·Bank feeds · Accounting · Expenses·Timesheets·14-day free trial · ex GSTAll apps — coming soon·Ledger Only $7·Core $20·CRM · Payroll · Contracting·Legal · Trust · Trial AI·Bank feeds · Accounting · Expenses·Timesheets·14-day free trial · ex GSTAll apps — coming soon·Ledger Only $7·Core $20·CRM · Payroll · Contracting·Legal · Trust · Trial AI·Bank feeds · Accounting · Expenses·Timesheets·14-day free trial · ex GSTAll apps — coming soon·Ledger Only $7·Core $20·CRM · Payroll · Contracting·Legal · Trust · Trial AI·Bank feeds · Accounting · Expenses·Timesheets·14-day free trial · ex GSTAll apps — coming soon·Ledger Only $7·Core $20·CRM · Payroll · Contracting·Legal · Trust · Trial AI·Bank feeds · Accounting · Expenses·Timesheets·14-day free trial · ex GSTAll apps — coming soon·Ledger Only $7·Core $20·CRM · Payroll · Contracting·Legal · Trust · Trial AI·Bank feeds · Accounting · Expenses·Timesheets·14-day free trial · ex GST
Lead-to-Ledger Operating System

Run Sales, Operations,
Legal and Accounting
in One System

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

14-day free trial · No credit card required
Sign In to My AccountsSee How It Works
14
Days free — no card needed
10+
Optional add-on modules
AI
Powered lead & legal 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/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
Add-on +$20/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
Included in Core ($20/mth base)

Sales & Revenue

  • Deals pipeline with commission reporting
  • Customer invoices, payment capture & statements
  • Repeating invoice templates & job cost tagging
  • Ships with contacts, purchases and banking under the Core subscription
AP in Core · Expenses add-on +$10/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/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
Core banking incl. · Bank feeds add-on +$10/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
Accounting add-on +$10/mth

Accounting & reporting

  • 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
Legal +$10 · Trust +$20 · Trial AI +$20/mth

Legal & Matter Management

  • Matters with parties, status, notes, reminders and matter-linked documents
  • Time recording, contacts and conflict checks where you configure them
  • Trust accounting — entries, reconciliation, compliance reporting & audit trail
  • Trial AI — issue analysis, facts, source references & bundles
  • Email management — inbound capture & matter threading
Add-on +$20/mth

Payroll

  • Employee records, pay schedules and pay runs
  • PAYG withholding and year-end reporting hooks
  • Superannuation calculations and contribution tracking
  • Payslips and payroll registers with GL integration
Add-on +$5/mth

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
Apps

Web, tablet & mobile — coming soon

Your accounts,
in your pocket

The full My Accounts experience—including web and mobile—is on the way. This companion app is planned for iOS and Android when we launch.

  • 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
  • Legal Matters — View matters, add notes & update status
  • 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.

$7/ company / month

ex GST · billed monthly · unlimited users

Ledger Only

General ledger with chart of accounts and core financial reports.

  • Chart of accounts & general ledger
  • Core financial reports
  • Companies & unlimited users
  • Role-based access
14-day free trial
$20/ company / month

ex GST · billed monthly · unlimited users

Core Subscription

GL, contacts, sales and purchases, reports and banking (excluding bank feeds).

  • Contacts, invoicing, sales & purchases
  • Banking & reconciliation (bank feeds optional)
  • Financial & management reports
  • Multi-company support
  • 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 14-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

14 days free, no credit card required. Sign in to your account or get a walkthrough of the full lead-to-ledger workflow including the legal module.

Sign In

Interested in early access?