Shared accounting record
Owner and accountant work from the same documents, transactions and reports.
Owners get simple capture and checking tools while accountants get structured migrations, exceptions, VAT, payroll, reconciliation and reporting workflows.
Best for businesses that want automation but still want an accountant actively involved.
Owner and accountant work from the same documents, transactions and reports.
Routine items can move through automation while uncertain items become review tasks.
Receipts, bills, bank files and cash entries can be captured without accounting jargon.
Client, migration, VAT, payroll, reconciliation and reporting queues stay organised.
Questions and context stay connected to the accounting workflow.
Important approvals and changes remain traceable.
Each step stays connected to the same accounting record, documents and audit trail.
Each step stays connected to the same accounting record, documents and audit trail.
Each step stays connected to the same accounting record, documents and audit trail.
Each step stays connected to the same accounting record, documents and audit trail.
Each step stays connected to the same accounting record, documents and audit trail.
Bring the existing books into etaill once, then let both owner and accountant work from the same migrated data.
Migration is checked for duplicates and visible issues so the new workflow starts from a controlled base.
See the migration process →Use provider connections as credentials become available while CSV migration and document workflows stay usable without waiting for every external approval.
etaill keeps provider readiness explicit and never presents an unconfigured provider as live.
See integration readiness →Move between AI self-service, accountant collaboration, practice workflows and human accounting support without rebuilding the underlying records.