Client Management That Accountants Love
For accounting firms and bookkeepers managing multiple clients. Retainer tracking, time billing, Xero integration, and AI email triage to sort client requests automatically.
Perfect for accounting & bookkeeping
14-day free trial. No credit card required.
Built for How You Work
Track time against client retainers
Auto-generate invoices from logged hours
Two-way Xero sync for seamless accounting
AI email triage sorts client requests by urgency
Client portal for document sharing
Retainer rollover with usage dashboards
Why Accounting & Bookkeeping Teams Choose ModusOp
Bill every minute accurately
Xero sync eliminates double-entry
Retainer tracking prevents over-servicing
AI handles email sorting for you
Included Modules
Everything you need to run your accounting & bookkeeping business
Invoicing
Create professional invoices with line items, tax, discounts, and automatic Xero synchronisation.
- Invoice creation & PDF generation
- Line items with tax & discounts
- Automatic Xero sync
- Payment status tracking
Time Tracking
Track billable hours with live timers, manual entries, timesheets, and detailed reports.
- Live timer with one-click start
- Manual time entries
- Billable vs non-billable tracking
- Timesheet reports & export
Projects & Tasks
Kanban boards, task management, time tracking, files, and project-level AI chat.
- Kanban, list & calendar views
- Task assignments & due dates
- File attachments & Google Drive
- Project-level AI chat
Email Triage (AI)
AI-powered email inbox that converts emails to tasks, with shared mailboxes and smart categorisation.
- Gmail & shared mailbox support
- AI task extraction
- Automatic client matching
- Email threading & history
Xero Integration
Two-way sync with Xero — invoices, contacts, payments, and account balances stay up to date automatically.
- Automatic invoice sync
- Contact synchronisation
- Payment status tracking
- Account balance display
Ready to Transform Your Accounting & Bookkeeping Business?
Join hundreds of accounting & bookkeeping teams already using ModusOp. Start your free 14-day trial today.