The month’s material together
Collect sales invoices, purchase invoices and receipts in your workspace. Add the context your accountant needs before review.
For limited companies
Keep company invoices, receipts and bank transactions organised. Your accountant works from the same documents while you follow the business in one place.
Collect sales invoices, purchase invoices and receipts in your workspace. Add the context your accountant needs before review.
Invite your accountant and agree on access. Shared documents give both sides the context to resolve open questions.
Follow profit and loss, the balance sheet and VAT calculations. Up-to-date entries and agreed reviews form the basis of the reports.
Your company’s month
Agree on document delivery, reviews and deadlines from the start so everyone knows which tasks they own.
Provide receipts, invoices and supporting information. Supply payroll, loan and other separately handled material in the agreed way.
Go through suggestions, bank transactions and open questions with your accountant. Add missing information before completing the month.
Review the agreed month’s reports. Your accountant handles filings and financial statement tasks included in your agreement.
Saves receipts, sends invoices and adds the background of each transaction.
Reads document details and suggests entries for a person to review.
Reviews treatment and handles agreed filings and financial statements. The scope is defined in your service agreement.
tulos.ai supports double-entry bookkeeping, invoices, documents, bank transactions and reports. Discuss any specific needs before starting, including inventory, international trade or payroll.
Yes. Invite your accountant to the service. Agree on access, entry reviews, filings and the division of financial statement work together.
Software tools and an accountant’s work are separate. The service scope and price for payroll, filings and financial statements are agreed separately. Check the bookkeeping service scope and include your needs in your enquiry.
First review your current software, documents, balances and open invoices. Then agree on transfer scope, timing and responsibilities with your accountant. The Switch to tulos.ai page includes a preparation checklist.
Tell us about your business and current accountant. We’ll help you choose software or a bookkeeping service.