Practice management for VAs & bookkeepers

Everything scattered.
Then, sorted.

Meetings, checklists, timesheets, clients and reports — the whole practice, held in one calm system instead of six open tabs.

What's inside

One practice. One system.

Every part of a VA or bookkeeping day, in a single place — built from real client work, not a generic template.

☀️

Today's Focus

One dashboard for what actually matters today — pinned tasks, today's meetings, and compliance items due today, Outlook included.

📅

Meetings & Outlook Sync

Two-way calendar sync, invite confirmation before anything sends, and proper update flows when details change.

Checklists

Pick what a client needs — EOM, Quarterly, Onboarding and more — and their checklists build themselves, grouped and collapsible per client.

Timesheet

Live timer or manual entry, session notes captured as you go, searchable later.

🏢

Clients & Onboarding

Full profiles, package pricing, automatic check-in reminders, and a visual onboarding pipeline.

📊

Reports & Income

Rate-check against target hourly rates, real dollar gain/loss, and yearly income by financial year.

📋

Compliance & CPE

Registration and insurance renewals that surface themselves when due, plus a CPE register with rolling hour-requirement tracking.

📄

Templates & Documents

Email libraries, checklist templates, document workflows, and missing-doc tracking so nothing slips through.

New — in trial

Also built for allied health

A Client Log for consults, testing and results — same practice-management engine, tailored for clinical work. Ask us about early access.

Every detail

The full feature guide

For when you want the complete picture — open any section below.

Plans

Pay for what you use

Start free, upgrade as your practice grows, or ask for a custom mix built around exactly what you need.

🔓

Free

Limited clients, core features only — enough to see if it fits how you work.

Pro

A few extra time-savers unlocked — Outlook sync, Reports, Templates and more.

👑

Enterprise

Full access — unlimited clients, Payroll, BAS Agent, everything the practice needs.

Custom

Not a perfect fit? Tell us what you need and we'll build a plan around it.

Ready to get sorted?

Try it free with realistic sample data — nothing to install, nothing saved until you're ready.

✨ Try the Demo →