Keep companies identifiable
Carry the source organisation into the Excel result so combined client work remains understandable.
FOR ACCOUNTANTS AND BOOKKEEPERS
Prepare repeatable Xero-to-Excel work while keeping every client company clear.
A practice can install KX Lite for multiple accountants or bookkeepers. Each person uses an independent standalone Excel workspace for authorised client information, reusable queries, multi-company review, GL Cross-Match and evidence preparation.
CLIENT CONTEXTREPEATABLE WORKREVIEW EVIDENCE
FOR THE WORK YOU HANDLE YOURSELF
Give recurring client work a reusable definition.
Review different account structures
Use GL Cross-Match to align and group different Charts of Accounts for human review.
Retain supporting evidence
Keep the selected scope, result and available supporting records connected for later review.
WHEN THE PRACTICE NEEDS TO WORK TOGETHER
KX Practice will be the shared practice environment.
Multiple KX Lite installations remain independent; they do not provide central practice administration or shared network security. KX Practice is being designed for shared client context, staff permissions, recurring work, review and delivery.
Register your interest in KX Practice