Built exclusively for Australian accounting firms

You don't need another CRM.
You need a system that runs your firm.

AccrualOS automates your entire client journey — from enquiry to completed job — so your team can focus on delivering work, not chasing clients.

Book a Demo Takes less than 2 minutes
10–15hrsSaved per month
3×Faster onboarding
$0Missed enquiries
100%Built for accounting
The Real Issue

The real issue isn't tools — it's the process.

Most accounting firms already use software. The problem isn't the number of tools — it's that none of them work together to manage the full client journey. The gaps between systems create the friction.

This creates unnecessary admin, delays, and frustration — for your team and your clients.
I.

Chasing clients for documents that should have arrived weeks ago

II.

Manual onboarding that consumes valuable staff time every week

III.

Constant follow-ups eating into time that should go to billable work

IV.

Jobs delayed because a client hasn't sent the right information

V.

No clear visibility of where each job is sitting across the practice

A Better Way

What if your client journey ran automatically?

Imagine a firm where enquiries are followed up within minutes, onboarding happens without your team lifting a finger, and every document arrives before you need it. That's not a distant ambition — it's what a well-structured system delivers.

That's exactly what AccrualOS is designed to do.
Instant follow-ups — every enquiry responded to automatically
Easy booking — clients schedule directly without back-and-forth
Structured onboarding — step-by-step, guided, consistent every time
Automated document collection — reminders sent until everything's in
Clear job tracking — full visibility across every active matter
The Process

How it works

One connected system from first contact to completed job — no manual handoffs, no dropped balls.

01 Step One
Client Submits Enquiry
A prospective client fills in your enquiry form. AccrualOS captures it immediately — no lead falls through the cracks.
02 Step Two
System Follows Up Instantly
An automated email and SMS response is sent within minutes — professional, prompt, and consistent every time.
03 Key Moment
Client Books Consultation
The client clicks a link and books directly into your calendar. No phone tag, no back-and-forth.
04 Step Four
Onboarding Completed Step-by-Step
The client completes a structured onboarding flow at their own pace. Your team monitors progress from the dashboard.
05 Step Five
Documents Collected Automatically
The system requests, chases, and confirms every required document — without anyone on your team needing to ask.
06 Completion
Job Assigned & Completed
The job is assigned to the right team member with everything they need already in place. Clear tracking from start to finish.
From first enquiry to completed job — everything is handled in one system.
Business Outcomes

What this means for your firm

No more chasing clients

The system does the follow-up. Your team doesn't have to ask twice.

Less admin work

Routine tasks are automated. Staff time goes to what actually matters.

Faster turnaround times

Jobs start sooner. Documents arrive on time. Completions speed up.

Better visibility across jobs

Every job status is visible at a glance. No surprises, no blind spots.

Improved client experience

Clients feel guided and informed. It reflects well on your practice.

The Real Cost of Inaction

What is this actually costing your firm?

Most accounting firms spend 10 to 15 hours per month on admin tasks that could be automated — chasing documents, manually following up clients, managing onboarding by hand.

At a standard charge-out rate of $150 to $300 per hour, that's between $1,500 and $4,500 every single month in time that isn't being recovered.

That's not a technology problem. It's a systems problem. And it compounds every month you leave it unaddressed.

AccrualOS is designed to eliminate most of that — and pay for itself many times over.

Cost Calculator
Monthly Estimate
Admin hours lost per month 10 – 15 hrs
Average hourly rate $150 – $300
Cost of manual chasing & onboarding $1,500 – $4,500
Missed opportunities from slow follow-up Unquantified
Total Lost Per Month $1,500 – $4,500
This is lost time — not optional spend. AccrualOS is priced well below this figure.
Pricing

A simple investment to remove the bottleneck

Transparent, predictable pricing — no per-seat fees, no hidden costs.

One-Time Setup
$997
AUD · one-time · includes full configuration
Setup Includes
  • Full system build and configuration
  • Onboarding flow mapped to your workflow
  • Email & SMS automation templates
  • Guided go-live support
Monthly Plan
Monthly Subscription
$497
AUD · per month · cancel anytime
Platform Includes
  • Full onboarding automation
  • Document collection system
  • Job tracking pipelines
  • Email and SMS automation

Less than the cost of a few hours of admin time each month.

Built for Australian Practices
Secure & Compliant
Live in Under 2 Weeks
Dedicated Setup Support
Get Started

See how it works in your firm.

Book a quick demo and we'll walk you through how this system can fit into your workflow. No pressure — just a clear, practical walkthrough built around your practice.

Book My Demo No obligation. No lock-in commitment required.
Enquiry

Tell us about your practice.

Send us a quick note and we'll be in touch within one business day to arrange a tailored walkthrough.