Prepare the ledger
Check the accounts, imported records and reporting requirements for the business.
Topolo for Accounting practice
Give client finance work a traceable foundation.
Keep ledger posting, periods and financial reports in Books. Add cash planning where the client needs it, and evaluate the migration against the records and reporting requirements of the practice.
How it works
Keep the financial record traceable.
Start with Books for this part of the work. Verify the handoffs before extending the workflow.
Record the activity
Use journals, invoices and bills with the required posting and period controls.
Reconcile the result
Compare reports and balances with the source records before adopting the workflow for the next period.
The suite
The apps around your workflow.
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
Books
Double-entry records, invoices, bills and controlled accounting periods.
OpenForecast
Cash accounts, expected movements and planning scenarios.
OpenPay
Supported payment links, subscriptions, refunds and transaction records.
OpenCompose
Business documents, saved versions and an assigned review.
OpenBytes
Files, folders, search and sharing for the material behind the work.
OpenBefore you get started.
Useful questions for choosing the right starting point.
Where should accounting practice work begin?
Keep ledger posting, periods and financial reports in Books. Add cash planning where the client needs it, and evaluate the migration against the records and reporting requirements of the practice.
What should we check before expanding?
Start with the workflow above and compare the result with your current process. Check the relevant app access, supported inputs and handoffs before bringing more work into the suite.
How do we choose the right plan?
Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.
Keep exploring.
Check the product, review the details or talk through your next workflow.
Explore Books
See the Books workspace and its current availability.
OpenRead the Books reference
See the available capabilities and how they work.
OpenBrowse related solutions
Find another starting point for your business or role.
OpenCheck plans and pricing
Review current plan terms and the apps your workflow needs.
OpenBook a demo
Talk through the process and requirements you want to evaluate.
OpenGive client finance work a traceable foundation.
See how this workflow fits your multi-client accounting firm work. Review the apps or book a demo around the process you want to improve.