Add-ons for accountants

We know you spend your day working with your client's financial data, working closely with their accounting information from MYOB AccountRight or MYOB Essentials. Did you know there are a range of add-ons that can help you save time, increase services and build a stronger relationship with your customer?

Help me get deeper insights

With access to your clients financial information in near real-time today you can pull out deeper insights to really help your customers understand how their business is performing - and give them advice to drive further improvements.

From $15/month

Business insights and beautiful performance reports

Fathom <h3>Overview</h3> <p>Fathom helps you to easily create management reports which contain everything you need to know about the health of your business.</p> <p>Fathom seamlessly integrates with MYOB, and then transforms your accounting data into visual reports and dashboards. These reports help you to assess performance, monitor trends and identify improvement opportunities.</p> <p>For <strong>business owners</strong>, Fathom provides beautiful performance reports and timely business insights.</p> <p>For <strong>accountants</strong>, Fathom helps you to deliver engaging advisory and management reporting services.</p> <p>Ready to <strong>try Fathom?</strong> <a href="http://www.fathomhq.com/signup">Start a free trial</a></p> <h3>Key Features</h3> <p><strong>Financial Analysis</strong> - Fathom provides a comprehensive framework of analysis tools and metrics for monthly, quarterly and annual reporting.</p> <p><strong>Performance Reports</strong> - Whether presenting to a client, reporting to lenders, or updating a management team, you’ll always be prepared with Fathom.</p> <p><strong>Consolidations</strong> - Fathom enables you to easily consolidate results for multiple companies and create reports for multi-entity organisations.</p> <p><strong>Compare and Benchmark</strong> - Fathom helps you to compare, rank and benchmark your companies, clients or franchisees.</p> <h3>Key Benefits</h3> <p><strong>For management:</strong> <ul class="fathom"> <li>Track, understand, and monitor the metrics which matter</li> <li>Improve oversight and decision making</li> <li>Track and improve business performance</li> </ul> <p><strong>For advisors:</strong> <ul class="fathom"> <li>Proactively assist your clients to grow and thrive</li> <li>Create beautiful reports and dashboards that your clients will love</li> <li>Win new clients</li> </ul> <p><strong>For franchises:</strong> <ul class="fathom"> <li>Compare performance of franchisees</li> <li>Identify high performers and best practices</li> </ul> <p>Ready to <a href="http://www.fathomhq.com/signup"><strong>try Fathom?</strong></a><br /> Start your free 14 day trial to access Fathom’s deep insights and engaging reports</p> <p><a href="http://www.fathomhq.com/signup" class="btn btn-primary btn-lg btn-block">Start a free Fathom trial</a></p> <h3>Customer Testimonials</h3> <blockquote> <p>Functionality at the click of a button. Upload out of MYOB and provide clients with a real time solution for relative reporting of information. Not a boring P&L but a visual representation of information. Enjoyable staff to deal with any problems and a big plus to our business. <br> <small> Christopher Gray, SiDCOR Chartered Accountants </small> </p> </blockquote> <blockquote> <p>We have been extremely happy with the functionality and ease of use of Fathom. The reporting makes explaining operational performance for financial and non-financial data easy to understand. We are also using Fathom in developing a very valuable database of KPI tracking to assist podiatry practices benchmark key metrics in their businesses. Fathom is proving to be a very valuable tool to enable that process for us. <br> <small> Greg Gunther, Podiatry Hive </small> </p> </blockquote> <style> ul.fathom li { margin-top: 3px !important; margin-bottom: 2px !important; } blockquote { border-left-color: rgb(238, 238, 238); border-left-style: solid; border-left-width: 5px; color: rgb(51, 51, 51); display: block; line-height: 20px; margin-bottom: 25px; margin-left: 0px; margin-right: 0px; margin-top: 5px; padding-bottom: 10px; padding-left: 15px; padding-right: 0px; padding-top: 10px; } blockquote p { color: rgb(51, 51, 51); display: block; font-weight: 300; line-height: 21.875px; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; margin-top: 0px; } blockquote small { color: rgb(153, 153, 153); display: block; font-family: 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 12px; height: 20px; line-height: 14px; } </style> Business insights and beautiful performance reports reporting
From $20

Effortlessly understand your business as never before

BI4Cloud | Easy Business Intelligence <h3>Overview</h3> <ul> <li>Prebuilt reports for Jobs, General Ledger, Accounts Payable, Account Receivable, Inventory, Sales and Purchasing</li> <li>50+ Favourite Reports out-of-the-box</li> <li>Design <strong><em>your own</em></strong> Dashboards and Visualisations for an overall view of your business</li> <li>Analyse extra dimensions including Ship To Address, Category, Custom Lists, Custom Fields and more</li> <li>Auto Email reports and create Alerts for when exceptions occur in your business</li> <li>Access reports via your web browser on your desktop, laptop, tablet or iPad</li> </ul> <h3>Features and benefits</h3> <ul> <li>Analyse, Chart, Pivot, Compare, Visualise and drill-down in just a few clicks</li> <li>Change report dimensions, charts, date ranges, periods, sorting, subtotalling and filters</li> <li>Maintain what reports users access reports and data they see</li> <li>Create new Favourite Reports to expand your report library</li> <li>Export reports to Excel</li> </ul> <h3>Who is it for?</h3> <ul> <li><strong>Real businesses</strong> wanting to get a lot more from their MYOB</li> <li><strong>Business owners</strong> who want up-to-date visibility into their business</li> <li><strong>Sales and marketing</strong> teams needing a deeper understanding of their customers, market segments, brand and salesperson performance</li> <li><strong>Purchasing managers</strong> needing the tools to instantly know what inventory is selling and how much is on hand at each location</li> <li><strong>Accountants</strong> who want to keep using MYOB when the business grows</li> <li><strong>IT departments</strong> who are wasting time extracting data and writing reports for end users</li> </ul> Effortlessly understand your business as never before reports ship to reporting report writer custom list custom field dashboards

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well a business is performing

DanielOwner | Fathom

Integrate directly with your client's accounting data to create reports and budgets quickly and easily when needed. Customise solutions to your clients needs.

Create budgets and reports

You know only to well how time consuming creating budgets and reports can be. With deeply integrated solutions such as the two below you can improve this process allowing you to spend more time talking with your client and helping their business grow.

Standard version AUD$1,400/year + GST

Powerful budgeting, cashflow forecasting and scenario modelling with flexible options

Castaway | 3 way forecasting <p>Castaway Forecasting is a powerful and flexible 3-way budgeting, forecasting and business modelling tool. Our comprehensive set of reports and fully customisable dashboards give SMEs and their business advisor the data and insights to confidently make the right business decisions.</p> <p>As the pace of change and the level of uncertainty increases, Castaway makes it easy to model the financial impacts of a whole range of scenarios, months and years in advance. Being able to model the financial impact of any decision in advance makes all the difference in successfully improving cashflow and growing business value.<p> <p>Castaway was developed as a standalone tool, giving you the flexibility to develop models completely within Castaway without needing to be linked to any accounting package. So, it's easy to model an idea for a new business, or to do due diligence on a potential acquisition. However, if you are using MYOB AccountRight, the great news is that our integration means you can import a chart of accounts and opening balances or you import actuals data each month with just a few button clicks, saving time and hassle.<p> <p>Castaway's 3-way modelling approach means you can always be certain that your Profit & Loss, Balance Sheet and Cashflow reports are in synch. With double entry accounting logic behind every number, you can be confident that the numbers are right, every time.</p> <p>Every account (or element) you create in Castaway has its own set of independent properties, which means you can create models that are much closer to reality and so more reliable for making business decisions.</p> <p>The Castaway chart of accounts can be customised to suit your business analysis needs. Departments, subtotals and sub-sub totals are easy to create. The MYOB AccountRight integration lets you map your MYOB chart across to the Castaway chart, no matter how different they are. Our Drivers elements encourage you to bring non-financial data into your forecast to drive budget numbers and also to build custom formulas on reports to show KPIs and other important metrics.</p> <p>Our Consolidations module let you create complex consolidations across multiple entities with different charts of accounts in just a few button clicks. Eliminations, minority interest and goodwill calculations are all taken care of as well.</p> <p>There are plenty more features packed into Castaway, so we invite you to take a look for yourself. To get started with a free 30 day trial, click through to <a href="http://www.castawayforecasting.com/castaway-evaluation.php">www.castawayforecasting.com/castaway-evaluation.php</a>, or email your details to <a href="mailto:partners@castawayforecasting.com">partners@castawayforecasting.com</a></p> Powerful budgeting, cashflow forecasting and scenario modelling with flexible options forecast budgeting forecasting KPI budget
$150 per month

Ideal for those with complex reporting needs

Calxa Premier <p>Calxa Premier is the leading add-on for complex budgeting and forecasting taking away the manual process and eliminating spreadsheets. Linking directly to MYOB, it adds grunt to the data available in the accounting system. With a library of 50+ reports and flexibility to customise your own, they are easily understood by non-accountants. Calxa saves time and is easy to use.</p> <h2>Reporting</h2> <p>Calxa’s report bundles are the ultimate time-saving tool, batching reports to be delivered with one click each month. KPIs and non-financial metrics easily track performance and unit costs. Whilst multi-tiered organisations can consolidate multiple MYOB files into consolidated reports. Use MYOB’s reporting levels or re-arrange your accounts to suit your audience. Customisation capabilities makes this a flexible tool and the document editor allows notes and commentary to be added.</p> <h2>Budgeting</h2> <p>Job or category budgeting is made easy using wizards and shortcuts. Easily set up bulk budgets for new reporting periods to track actuals vs budgets. Or simply use different budget versions to build scenarios or re-forecast unspent portions.</p> <h2>Cashflow Forecasting</h2> <p>Calxa will do the grunt work when projecting the cash position. It’s easy to predict bank balances month by month into the future incorporating balance sheet forecasts for quick 3-way business modelling. Statement of cashflow position and charts present a clear snapshot of the business. Compare the cashflow effect of different ‘What if’ scenarios to make informed decisions.</p> <h2>Calxa is suited for:</h2> <style> li { font-family: arial; margin-bottom: 0 !important; font-size: 14px !important;} </style> <ul> <li>Businesses that want better decision-making management reports or have commitments to the bank</li> <li>Not-for-profits that report to boards and grant providers or transition to NDIS funding models</li> <li>Accountants that need a productivity tool to add value to their client reporting service</li> </ul> <h2>Free eBook</h2> <p>Want to learn more about unit costing with Calxa and MYOB? Download a <strong>free</strong> copy of our <a href="http://www.calxa.com/unit-costing-for-dummies">Unit Costing for Dummies eBook here.</a></p> Ideal for those with complex reporting needs reports

Create a conversation

Many accountants we talk to today want to have a stronger relationship with their clients. Yet building a conversation around accounting data can be time consuming. Here are two add-ons that help give you the tools to create a conversation.

From $39.95/month

Collect Cash on time with earlier collection of overdue invoices

Cerebiz Cash <p>Integrated Cash Flow projection has substantiated Promises to Pay by Customers, Payments to Suppliers and also future income and expenses projection yet to be confirmed can be included.</p> <p>Reduce costs in admin and service overheads. Automate Debt collection process. Automate SMS and Email reminders to Clients including Statements and copies of Invoices. </p> <p>Record payment plans and customer conversations to follow up. </p> <p>Send legal demand letters to long overdue debtors. </p> <p>WHAT IF analysis on Cash flow for different best / worst case scenarios. Trend Chart provides instant visibility to Cash Collection effectiveness. </p> <h3>Setup in minutes</h3> <p>Setup in minutes No Contract, No Credit Card, No Hidden Fees, Cancel Anytime, No Commitment!</p> <p> <a href="https://www.cerebiz.com.au/Try/Default.aspx?slc=0&mid=1" class="btn btn-primary btn-lg btn-block">Try for Free</a> </p> Collect Cash on time with earlier collection of overdue invoices reporting Cerebiz business intelligence budgeting forecasting bi

5Things will read any company file that you have access to, and create simple sentences that you can use as conversation starters with your clients

Lucas – co-founder 5Things