Accounting & Bookkeeping

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.

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Perfect for accounting & bookkeeping

$136 /month
Invoicing $29.00/mo
Time Tracking $19.00/mo
Projects & Tasks Included
Email Triage (AI) $59.00/mo
Xero Integration $29.00/mo
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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

$29.00/mo

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

$19.00/mo

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

Free

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)

$59.00/mo

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

$29.00/mo

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

Also Perfect For

Aged Care & NDIS
Trades & Field Services
Freelancers & Consultants
Digital Agencies
Healthcare & Clinics
Salons & Beauty
Real Estate
E-Commerce
Construction & Building
Education & Training

Ready to Transform Your Accounting & Bookkeeping Business?

Join hundreds of accounting & bookkeeping teams already using ModusOp. Start your free 14-day trial today.

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