Accountants

Working with an accountant

OmniBooks keeps a client's income, expenses, and categorisation clean throughout the year, so handing figures to an accountant at year-end is a Reports export, not a reconstruction project.

Clean categorised records

Every transaction is categorised as it's logged, so year-end reconciliation starts from organised data instead of a shoebox of receipts.

One Reports view

Income, expenses, and margin — per business or combined — ready to hand over or walk through together.

Multi-business by default

Sole traders running more than one business see each one separately and combined, without juggling separate spreadsheets.

A dedicated accountant login and client-sharing view is on the roadmap, not yet built — for now, exporting or reviewing Reports together covers the same ground.