When Lauren Baillie, Administrator and Bookkeeper at Exacte Advisors, started using AccountKit, her goal was simple: reduce admin, simplify recurring work, and stop jumping between tools just to complete routine tasks.
Like many small firms, Exacte had been using one platform for emails, another for jobs, and a third for workpapers. But as AccountKit evolved, it started offering everything they needed in one place.
But it didn’t take long for Lauren to realise AccountKit had quietly rolled out everything her team needed.
Payroll, BAS and IAS tasks all run on different schedules. Some are weekly. Others fortnightly or monthly. Previously, Lauren and the team were creating these jobs manually and trying to keep track of it all.
AccountKit’s filtered job repeats made that easier. Now the team can:
“I’ve got payroll for a bunch of different clients. Some land on a Tuesday, some on a Wednesday, some are fortnightly, some are weekly... so you want to split it all up,” Lauren explained.
“Now we’ve got that control. It just makes life easier.”
By using tags and repeat filters together, the team has built a more predictable, scalable workflow.
Exacte had trialled a third-party tool for managing email, but it fell short. The main issue was that it saved only attachments to the document management system, not the email content itself. That made it difficult to track conversations and maintain a complete client record.
With AccountKit, the team can now:
“That was our big thing to be back,” “We wanted to be able to save the whole email into the DMS, and now it does exactly that.” Lauren said.
This has allowed the team to keep all client communication centralised and easy to reference, without needing a separate platform.
For internal collaboration, Exacte needed a clearer way to leave notes, track approvals and review work without relying on emails or chat threads. That functionality now exists directly inside AccountKit jobs.
Comments can be:
“It’s really handy being able to leave comments in the job itself. You know someone’s seen it, and you don’t have to chase it up with an email later.” Lauren said
With collaboration built into jobs, reviews and approvals are easier to manage and harder to miss.
AccountKit also previewed a new feature that Lauren’s team jumped on instantly: the Account Reconciler.
This tool replaces spreadsheets and external workpaper templates with an integrated, Xero-connected reconciliation process.
Inside AccountKit, the team can:
“You can see the balance, add a note, attach a doc, and it’s all there. No more hunting through folders or digging through Excel.”
For the team, this has simplified compliance work and made reconciliation faster and more transparent.
After trialling other platforms, Lauren and her team decided to return to AccountKit. The reason was clear: meaningful product improvements and fast, responsive support.
“Like seriously, I can’t give you enough positive feedback,” she said. “The product’s really wonderful… but the way that you respond and interact and communicate, it’s absolutely fantastic.”
“You’ve made things so much easier. We’re not wasting time switching between platforms or making do anymore.”
With powerful filters, live collaboration, and reconciliation tools all in one place, Exacte Advisors now runs their firm with fewer clicks, fewer systems, and a lot less guesswork.
Could your firm simplify jobs, emails and reconciliations by bringing everything into one platform?