Bookkeeping Client books you run

Keep the books for clients—without making every owner a daily user.

Bookkeeping on Breeze means practice-managed companies: you create the file, reconcile the bank, post journals, and close the month from the free Accountant Portal. When the client is ready, they can step into the same live books—not a zip of PDFs.

Open Accountant Portal Book a walkthrough
  • Practice-managed clients
  • AI bank reconciliation
  • Open Books when you need depth

Breeze for Business · Accountant Portal · Pricing · Book a demo

  • Sales & purchasing documents in one ledger
  • Controlled periods, audit trail, and governance your auditor expects
  • Management and compliance-oriented reporting
  • Pair with practitioner portal at no firm licence fee

Product tour

Inside the business application

The same product your accountants supervise from their portal—here you run sales, purchases, banking, and reporting day to day. The layout below matches what operators see after sign-in.

  • Financial command centre with net position, cash flow & receivables
  • One navigation model from quotes to bank rec to reports
  • Live screenshots from the shipping product build
Overview Sales Purchases Banking & books Reports Settings
Breeze Financial command centre: business performance overview with net position, period income and expenses, receivables at risk, cash movement, and revenue versus expense trend charts.
Financial command centre — consolidated net position, period income and expenses, receivables at risk, cash inflow and outflow, and revenue & expense trend charts for the active financial period. Screens reflect product builds; details may vary by release.
  • Active financial period scopes every tile and chart to the period you are closing.
  • Receivables at risk highlights overdue invoices before collections slip.
  • Revenue & expense trends give leadership a monthly trajectory without exporting to spreadsheets.

More screens from the business app

Sales velocity and reporting depth in the same navigation model as your command centre—not bolted-on spreadsheets.

Breeze Invoice Management dashboard with invoice totals, outstanding amounts, collection rate, and customer-grouped payment status.
Invoice Management — track invoice value, outstanding amounts, and collection rate with customer grouping and payment progress bars.
Breeze quotation list for drafting and sending sales quotes.
Quotations — move opportunities to branded quotes, then convert cleanly when the customer says yes.
Breeze Purchase Order Management: procurement dashboard with order totals, outstanding amounts, payment rate, and vendor-grouped purchase orders.
Purchase orders — track order value, outstanding amounts, and payment completion with vendor grouping and advanced filters.
Breeze Management Reports: financial statements, tax and provisional reports, and ledger reconciliation.
Management Reports — income, cash flow, balance sheet, trial balance, tax schedules, and ledger reports in one searchable hub.

What you run for each client

The same books engine as Breeze for Business—worked from your portal when the client is practice-managed.

Financial command centre

Net position, cash movement, receivables at risk, revenue trends, and Money next 30 days—scoped to your active financial period.

Sales

Quotations, invoices, and recurring billing with new layouts (Corporate, Parchment, Geometric) and reminders tuned so customers pay on time.

Collections

Chase overdue invoices from one inbox—To chase and Promised totals, follow-ups by email, SMS, or WhatsApp, plus promise-to-pay dates.

Purchases

Purchase orders, vendors, and payment tracking—with order value, outstanding amounts, and completion rates in one procurement view.

Budgets

Plan income and expenses under Accounts. See planned vs actual spend and what’s still on order.

Data migration

Import customers, contacts, and past invoices from your old system—original numbers kept, documents only, no double ledger posting.

Banking & books

Feeds and AI-assisted reconciliation reduce statement chasing; cash book stays tied to the general ledger.

Reports

Management packs, tax-oriented schedules, and church or custom layouts where your entity needs them.

Settings

Branding, document numbering, tax defaults, and reminder policies—everything that keeps customer-facing output consistent.

Plans & transparency

Each business chooses a graded plan sized to users, entities, and trading volume. Accountant access to supervise your file does not carry a practice-wide licence on top.

Each client file

Clear client plans

Practice-managed companies use the same transparent business plans. You work the file; the client pays for their company subscription.

Your workspace

Accountant Portal — free

Bookkeepers and firms use the Accountant Portal at no firm licence fee—portfolio, team allocation, and Open Books included.

Questions on fit? Use the practices & bookkeepers FAQ or contact.

See it live

Prefer a guided tour?

We walk operators through the same structure in scheduled demos—plus you can explore the broader screenshot gallery anytime.

Book a demo Start trial instead

Start keeping books on Breeze

Open the free Accountant Portal, create practice-managed clients, and run banking and month-end from one place.

Open Accountant Portal

Breeze for Business · Accountant Portal · Contact · Homepage