Accounting & service firms
The practice and the client work, in one system
Client ledgers, the compliance programme and the firm’s own jobs, time and billing stop being three systems that have to agree with each other at month end.
Every client, one view
What needs you this week, across every client you hold, ranked by what is outstanding.
AML/CTF, in the file
The whole programme sitting beside the client record it belongs to, not in a separate register.
Time that becomes an invoice
Proposal to job to timesheet to invoice, without re-keying it at each step.
Books that stay closed
Period locks, and a review of anything entered late that crossed one.
Your whole client list, ranked by what needs you
Every other screen in Allwis answers a question about one business. This one answers the question a practice actually asks: across all my clients, what needs me?
Each client you hold a membership in appears in one list, busiest first, with what is outstanding in each. A client whose finances you do not have access to is still listed — it just carries no figures, because “no access” and “nothing outstanding” are different answers and the list refuses to blur them.
Amounts stay in each client’s own currency and are never summed across clients, which would produce a number that means nothing.
Returns due, client by client
BAS, IAS and GST returns due in the next six weeks, across every client, each marked ready to lodge or showing what still has to be cleared. Below it, each client's unreconciled transactions, bills awaiting approval and overdue invoices, in that client's own currency.
Which returns are ready to lodge, and what each of the others is waiting on. Watch on YouTube
AML/CTF, built into the client record
Australia’s Tranche 2 reforms brought accountants, bookkeepers and tax agents under the AML/CTF Act on 1 July 2026. NZ accountants are already captured under the AML/CFT Act.
The programme sits next to the ledgers and client records you already keep, rather than in a register somebody maintains separately and reconciles by hand.
AML / CTF for accounting practices — what's mandatory
What the Act actually requires of a practice, then the programme end to end: onboarding a client, screening, and raising a report.
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Customer due diligence
Identity verification and beneficial-ownership capture for companies, trusts and partnerships, on a retained audit trail.
Risk rating your officer reviews
Each client scored low, medium or high against structure, jurisdiction, PEP exposure and screening hits, with a written rationale. Your compliance officer reviews the rating and can change it at any time.
PEP & sanctions screening
Clients and beneficial owners screened through an integrated provider, falling back to manual review rather than a silent pass.
Ongoing monitoring
Re-screening on a risk-based cadence — high risk far more often than low — with the compliance officer alerted the moment a match surfaces.
SMR & threshold reporting
Suspicious Matter Reports and Threshold Transaction Reports raised and tracked, ready to lodge with AUSTRAC or, in New Zealand, the FIU via goAML.
Programme & officer of record
Your written Part A risk assessment and Part B procedures held in the system, your AML Compliance Officer designated, and the programme on a scheduled review.
Allwis flags and drafts; a person always decides. Screening and reporting never act on their own.
Client work, end to end
The engagement your firm sells is the same object all the way through — so the hours on a job are the hours on the invoice, and both are the hours in the margin report.
From a Discovery Call to a Deal, Proposal and Job
Watch an engagement go from first call to a job with its scope set.
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Proposal to job
Accepted proposals become jobs with their scope and milestones already set, rather than a document someone re-types into a job sheet.
Time, approved then billed
Entries move draft to submitted to approved, and only approved hours can be billed. Approved and billed entries are frozen against edit.
WIP, costing and utilisation
What is on a job, what it has cost, and how the team’s time is actually being used — from the same entries, not a parallel spreadsheet.
Contractors, self-billed
Approved hours raise the bill owed to a contractor under a recorded self-billing (RCTI) authority, posted against the entity that engaged them.
Asking clients for documents
Send a checklist, let the client upload through their portal, and chase what is outstanding on a cadence — a hand-sent chase resets the automatic clock.
Client portals
Clients see their documents and requests without another login to administer or another tool to pay for.
Groups, not just companies
Clients arrive as structures rather than single entities — a trading company, a trust, a holding company, a property entity. Provision a new one top-down and it inherits the chart of accounts, tax setup and defaults from the group template, instead of being rebuilt by hand.
At consolidation, intercompany balances eliminate, mixed-currency groups translate to the parent’s reporting currency, and part-owned subsidiaries split correctly between the parent and minority holders. You can drill from a consolidated group report straight down to a single transaction.
Each company's own ledger becoming the group figure, with the eliminations, the checks, and a comment on any figure. Watch on YouTube
AI on client work, on the firm’s terms
Staff already paste client files into free chatbots to get the job done, and the firm keeps no record of what was sent. In Allwis the AI works inside the system that already holds the client record, under rules the firm sets: which provider, where it runs, and what is masked before anything leaves.
The AI provider of your choice
Anthropic Claude by default, or your own key for ChatGPT, Gemini and others — chosen task by task, and changed whenever you like.
Option to process on your local machine only
Run a model on your own hardware and switch on self-hosted-only processing. Client data stays on that machine; if it is off, AI features pause rather than sending the work elsewhere.
You specify what needs masking
Switch masking on for the tasks you choose. Names from your records, email addresses, phone numbers, tax file numbers, bank details and addresses are replaced before anything is sent, then restored in the answer.
AI proposes. People approve.
A request is shown as a plan, step by step, before anything runs, and every AI answer names the model that wrote it. Nothing is posted, sent or lodged without a person confirming it.
Guardrails that notice what people miss
Late entries that crossed a line
Backdating is normal; backdating into a period already lodged or closed is not. Entries are tested against the locks that existed when they were written, not against today’s.
Director penalty exposure
For Australian entities, unpaid PAYG withholding, GST and SGC totalled per director, separating what is still remittable from what has locked down. Not legal or tax advice — real cases turn on facts the platform does not hold.
Invoices reviewed before approval
Incoming invoices checked against historical patterns and supplier norms, flagging duplicates and outliers for a person to judge. It never adjusts a number.
An audit trail you can read
Who changed what, when — including the model and outcome of every AI call, so an AI-assisted decision can be reconstructed later.
Before you lodge
Each return lists what is still outstanding inside its own period: unreconciled bank transactions, draft bills, approved documents with no journal. When the ledger is incomplete the draft says so, and says how much GST is missing. Allwis never lodges a return; a person signs it off.
The checklist behind each return: what is unreconciled, unposted or unapproved inside its period. Watch on YouTube
The schedule is built in a real spreadsheet and frozen beside the journal it posted. Watch on YouTube
Worth knowing up front. Allwis is the system your practice and your clients run on. It is not an assurance tool, and we do not position it for audit engagements — independence provisions make that somebody else’s job, deliberately.
Moving a client across
Two systems connect and pull straight across; two more have file formats we have built specific handling for; anything else comes in by CSV with the columns detected and a review step before anything is imported. You choose the cutover date and how much history to bring, once, and it pre-fills every later step.
We bring balances, not archaeology — the full transaction history stays in the old system, read-only, for as long as you want it.
Moving clients off Xero, one at a time
We bring a client's books across from Xero at no charge, and the practice's own work (proposals, jobs, timesheets, AML/CTF and the client record) runs in Allwis from the first day. Move clients when it suits them. For a client with several companies, group reporting can read each remaining Xero organisation overnight, read-only, while they move. What moving a client involves →
Bring one client across and see
We bring your books across from the system you use now, at no charge, and the core is live the next business day.