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Need a good accountancy app, you know any?

6 years ago from , Designer & Director at Fugitif

Hello Guys,

So i'm a self-employed designer, and i started to deal with lots of Accountancy / Book keeping. And i'm looking for a good-looking, designer-friendly app (preferably native, OSX) that will help me keep my expenses, to-do's, taxes and all that accountancy and book keeping stuff...

Right now i'm having a hard time keeping the track of things, and i'm just wondering if you guys have some kind of framework or an app that helps you with that.

Thanks in advance, Met.

17 comments

  • Tom HareTom Hare, 6 years ago (edited 6 years ago )

    Highly recommend Xero

    • Integrates with UK bank accounts (so you get an automatic feed) in your Xero account allowing super easy bank reconciliation
    • Excellent reporting (balance sheet, profit/loss etc)
    • iOS app (including expense reporting)
    • Beautiful UI (which they are constantly improving)
    • Integrates with other services such as Harvest

    My accountant (a Xero partner) has access so come year-end, he can login and export my near fully-prepped accounts ready to send to Companies House meaning I save money on accountancy fees.

    Xero as a business is also very profitable, backed by Peter Thiel, publicly traded at a $1bn+ valuation and with over 1000 employees so the service isn't going to disappear any time soon.

    5 points
    • Reece ButlerReece Butler, 6 years ago (edited 6 years ago )

      +1 for Xero. I'm also self-employed and can't recommend it enough.

      My options were a bit limited, as Xero was (still is?) the only service with automatic bank feeds for Australian bank accounts and credit cards, however it works wonderfully.

      Reconciling all of your imported transactions at first might take a bit of time, but you can then automate the regular transactions which saves heaps of admin time.

      The killer feature though, for me is the integrations. Along side Harvest, sending and tracking paid and overdue invoices is super simple and saves me a tonne of time.

      1 point
    • Metin SarayMetin Saray, 6 years ago

      Thanks a lot for the advice.

      Before opening this discussion, i had a look at Xero and i think it's the cleanest of them all. It's also nice to have the mobile app.

      It can also be linked with Xpenditure, so that you can take the photos of your receipts and track them easily.

      Xero will probably my choice, thanks a lot!

      0 points
      • Tom HareTom Hare, 6 years ago

        The Xero iOS app (and I assume Android app also) allows you to take photos and attach them to expense claims you're entering. It doesn't have number recognition to fill in the boxes but the process works well in my experience.

        0 points
    • Brian A.Brian A., 6 years ago (edited 6 years ago )

      Xero would be perfect if it had tools for tax estimation. My situation is kind of complicated due to where I live, and there's a lot of math involved in figuring out my quarterly taxes that I have no desire to do. If Xero could do estimated quarterly taxes, I'd jump ship from QuickBooks in a second.

      0 points
  • Imam SusantoImam Susanto, 6 years ago

    Here is the full blown modular simple accounting software that I use: Manager

    2 points
  • Janos KoosJanos Koos, 6 years ago

    I'd recommend Xero - https://www.xero.com

    I'm in the progress of transferring to them.

    2 points
  • Michael AleoMichael Aleo, 6 years ago (edited 6 years ago )

    We use Harvest + Quickbooks Online and are pretty happy with it. Harvest handles the time tracking and invoicing, while QBO handles the bookkeeping, payroll, and tax payments. They also sync, so invoice is marked paid in Harvest, and QBO automatically updates.

    1 point
  • Tyrale BloomfieldTyrale Bloomfield, 6 years ago

    https://www.waveapps.com

    1 point
    • Tony GinesTony Gines, 6 years ago

      +1. Waveapps is a really nice beginner service. If you're just starting out and looking for free options, Waveapps is decent.

      0 points
  • Philip AmourPhilip Amour, 6 years ago

    Billings + my accountant works well for me. :)

    1 point
  • Alec LomasAlec Lomas, 6 years ago (edited 6 years ago )

    Haven't had the chance to use it, but Cushion looks pretty good for keeping track of things. Not sure if it's exactly what you're looking for!

    1 point
  • Brian A.Brian A., 6 years ago

    I mentioned this above, but every one of the popular services (with the exception of QuickBooks) lacks the tax tools that I need. Figuring out my estimated quarterly taxes is the biggest thing for me; it requires way more math than I'm comfortable with, so I'd really like a service that does it for me. Aside from QuickBooks, none of the other services do it, which is extremely frustrating.

    0 points
    • Bart Claeys, 6 years ago

      I don't see how quarterly taxes can be that complicated. A quarterly tax is an estimate, you either overpay or underpay and pay the difference at the end of the year. It shouldn't evolve complex math because it's an estimate, a wild guess if you want to call it that.

      0 points
  • Ed LeaEd Lea, 6 years ago

    I tried xero, quickbooks and a bunch of others. None came close to http://www.freeagent.com/ (if you are based in the UK).

    0 points
  • Micah ChoquetteMicah Choquette, 6 years ago

    Looks like I'm going to be checking out Xero. Thanks, guys!

    0 points
  • Adam Simms, 6 years ago

    I recommend FreshBooks: http://www.freshbooks.com.

    0 points