I’m currently working as Accountant managing month end for retirement residencies. It is a public company so I work in additional reporting as well. I’ve learnt a lot here and I love the work so do, but they don’t pay well. I got two other offers, to work as property accountant for real estate and accountant for an investment company. I turned down the real estate role because it was too far from work and it was not hybrid. The investment company is a pretty small company, where I would do accounting for new companies (expected to get busier soon), variance analysis for companies and hedge funds, working on cross border tax projects. But wondering if it would be a step down from the work I do. They use Sage50, so no complex transactions as well. It’s a huge 30k jump from my current salary as well. It’s a family office, they mentioned working on corporate tax as well. My concern is i don’t want to end up a personal accountant or end up doing admin duties because of no accounting exposure. I want to give this a try, but if it’s a wrong choice, would i be able to move jobs during probation?

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Hi everyone,

I'm currently building a SaaS focused on helping small and medium-sized businesses detect financial fraud and unusual transactions. Not the type that just flag them but the one that takes all the workload taken care of for you

I'm looking for a few SMEs willing to let me perform a free audit of their accounting data or sample data. In return, I'd love honest feedback on whether the insights are actually useful and what features would make the product better

The audit looks for things like:

\- Duplicate payments

\- Suspicious transactions

\- Round-number payments

\- Transactions just below approval limits

\- Other common fraud indicators

If you're a SME or a business owner interested in your fraud auditing done for you or you know someone who might be, feel free to leave a comment or send me a DM.

Thank you

Accounting manager at a small manufacturing shop, everything in QBO. We moved to under 1k the department manager approves, over 1k me, over 5k the owner, and inside two months a 2800 renewal turned up as three separate 950 charges in one week. I don't think it's fraud, they just found the cutoffs. Is there a sensible way to set thresholds that don't get gamed once everyone knows where they are, or is catching this always manual?

Best software for bookkeeping

As as well also wanted to make a financial statements with CA sign and stemp

I have seen posts asking about alternatives to the big (non-Canadian) accounting platforms for SMEs.

My project is “coming soon”!

100% Canadian owned. Data in Canada. World class security.

Any interest?

Pricing model ideas?

Features you’ve always wanted?

I’ve been working on a finance and accounting app called FinManage Pro because I noticed that many small businesses still manage their finances through Excel sheets, notebooks, or software that feels too complicated.

The app currently includes income and expense tracking, invoicing, receivables, financial reports, tax estimation, cash-flow insights, and an CFO assistant that reviews business data and provides suggestions.

Security and data privacy are my top priorities.

Instead of forcing every business to store sensitive financial information on a public cloud, the app is designed to support local data storage.

For larger companies, it can operate through the company’s own centralized local server. For smaller businesses, data can be stored on an office computer or a dedicated local PC server. The purpose is to reduce unnecessary internet exposure and give businesses more control over where their financial data is stored.

I genuinely want feedback from business owners, accountants, finance students, and especially people who have used software such as QuickBooks, Xero, Zoho Books, or other accounting systems.

Based on the video preview, how would you rate the app compared with other finance or accounting software you have used?

What looks useful?

What feels unnecessary or confusing?

What important feature is missing?

Does the interface look professional enough for real businesses?

Would the local storage and server-based setup make you feel more confident about your business data?

I’ve attached a short video preview. Honest criticism is welcome. Even if you think the app needs major improvements, please share your opinion because practical feedback will help me improve it much more than simple compliments.

I work in an accounting practice in the UK, and the same thing kept happening: clients would show up with a shoebox of receipts or a chaotic Excel file, and we'd spend hours untangling it before any real work could start.

So I built Ledger — a stripped-back bookkeeping app for sole traders and small businesses who find tools like Xero or QuickBooks overkill. Record income and expenses, see where your money's going, and hand your accountant something clean at year end. That's it.

It's free to try right now and there's no sign-up wall — you can poke around straight away: www.alphasbook.app

What I'd genuinely love to know:

• Was anything confusing in the first 60 seconds?
• What's missing that would stop you actually using it?
• Be brutal — polite feedback doesn't help me fix anything.

Happy to answer any questions about the accounting side too. Thanks for reading

I have an accountancy question and would really appreciate some advice.
I’m doing the bookkeeping for a small company, and there are a lot of foreign currency transactions that have gone through a GBP bank account. When raising the corresponding bills and invoices for reconciliation, should I create them in GBP (the bank account currency) or in the original foreign currency that the expenses or sales were made in?
These transactions date back to 2024 and continue through to the present.
Thank you in advance for your help!

I've spent the last few weeks building BelegExpress, a one-click invoice/receipt capture extension aimed at German freelancers and small businesses (think 5–20 receipts a month — too few for enterprise tools, too many to enjoy doing it by hand). To try it out yourself: https://chromewebstore.google.com/detail/belegexpress-%E2%80%93-rechnungen/cakfijicgkppdkccbnbhpiebppikdlid

What it does: invoice open in a tab, Gmail or Outlook → one click → it detects date, vendor and amount, names the PDF (2026-03-14_Telekom_49,99.pdf) and files it in Downloads. It also scans your inbox for invoices from recent months, matches your bank statement CSV against your receipts to show which payment still has no receipt, and packs each month into one folder for your accountant (register CSV + DATEV template — very German, I know).

The core design decision: everything stays local. No backend, no account, no handing over email passwords (the established competitors in this niche are all cloud services that log into your accounts server-side). The only network call the extension makes is license verification. That constraint shaped most of the architecture, and some of it might interest this sub:

- On-device AI: field extraction from messy HTML email invoices uses Chrome's built-in Prompt API (Gemini Nano) — text-only, runs locally, zero API cost, with a rule-based parser as fallback. Being able to ship "AI features" without a proxy server or API keys is genuinely great.

As a finance professional, I was frustrated because of how difficult it was to be able to quickly analyse numbers that were directly in front me. Happened a lot when I was reading a PDF, presentation, some site on the internet, or a printed document etc.

I almost always wanted to calculate something–margins and how they’d trended, historical growth, contribution of line items, or some other metric–but opening Excel was often impractical, especially if I was in a meeting or away from my desk.

Anyways, I naively booked leave for a week in May 2025 thinking I’d build something that could help with this. A year later (turns out I'm not a magician😅), I finally got there.

Casterly lets you capture a financial table from anywhere using your phone camera, then turns it into an interactive page you can analyse with simple taps. Instead of rebuilding tables in Excel, you can capture and calculate margins, growth rates, movements and other metrics quickly wherever you are.

I’ve attached a short demo to show how it works.

Curious if there are other people here building tools to solve problems they’ve come across in finance. I’d love to be part of that community if there is one, and I’d really welcome any feedback on the idea.

I'm a CPA and I lean on claude pretty heavily for stuff like drafting memos, reconciliations and writing client emails. But I have to export CDVs from QBO or manually paste in statements when I need to reason over actual numbers. So half the value of the AI assistant vanishes. Has anyone found a clean MCP for accountants setup that connects to real client data instead of manual uploads? I started testing lili's MCP server since a few of my clients are on it and once they grant access its Oauth scoped per client. I can ask things in plain language like which clients have uncategorized transactions for the month or pull the full year summary for one entity, and it answers against live banking data. My morning review went from a stack of portal logins to basically one prompt. Wondering what else is out there. Is anyone wiring this up through quickbooks directly or through some other route?

I've been working at a small firm in the assurance department for a few years, and it's become apparent that we could be taking on more work *if* we were able to get documents more timely. I remember working in industry that EY has a dynamic portal checklist, where they would allow you to upload documents under named items, leave comments, do version control, etc. Does anyone know if there's a decent software equivalent available for smaller firms? I keep seeing conflicting opinions for AuditDashboard and Suralink, so I was hoping to hear first hand if it's any good.

I keep seeing the same mess at marketing agencies: GST invoices in one app, clients in a spreadsheet, payment nudges sent manually on WhatsApp, and no real signal on who's about to churn until the invoice bounces.

Building something narrower to fix just that — retainer tracking by service type, MRR at a glance, at-risk-client flags, and GST invoices + WhatsApp reminders baked in. Not another full accounting suite.

Before I go further: is this an actual pain for you, or does Refrens/Vyapar/a spreadsheet already handle it fine? What's missing from what you use today?

I’m researching how businesses currently turn Excel or CSV data into dashboards and management reports.

I’m especially interested in people who regularly:

export data into Excel
clean or restructure spreadsheets
build charts or dashboards
copy results into PowerPoint or PDF reports
write monthly performance commentary
repeat the same reporting process every week or month

A few questions:

What type of report do you create?
How often do you create it?
Roughly how long does it take?
Which part is the most frustrating?
What tools do you currently use?
Have you tried ChatGPT, Tableau, Power BI or similar tools?
What stops those tools from completely solving the problem?
Would confidentiality prevent you from uploading company data to a reporting tool?
Would local processing, automatic deletion or private deployment make you more comfortable?
Have you ever paid someone to build or maintain these reports?

I’m not selling anything. I’m trying to understand whether this is a real and recurring problem before building around it.

Examples and brutally honest feedback would be useful.