Accounting features

Time is precious. Admin is not.
Light up your client experiences.
Be form free.

Dealing with returns, bank feed reconciliations and other matters are activities that are far more frustrating and time-consuming than they need to be.

Join us to embrace a form-free future, remove the strain from your team and stand out in the market - giving your clients an experience they will love.

We liberate your day to day

Armalytix requests, chases and securely delivers the right client information every time, across multiple accounts, direct from their banks – all in a few clicks.

Add clients once, forget about it and watch the data flow. Focus on the good stuff.

01

Time
saved

No more chasing clients

02

Mistakes removed

The right client data, every time

03

Processing solved

Upload with ease

01

Time
saved

No more chasing clients

02

Mistakes removed

The right client data, every time

03

Processing solved

Upload with ease

Features & benefits

What do I get?

Add clients once and forget about it with flexible scheduling

CSVs direct from the bank of exactly the financial data you need

Upload directly to Xero, Quickbooks, Sage or any accounting software

Consolidated transaction and balance data in a single report

Business & personal accounts, credit cards and PayPal

No software download or apps

A better life for your team

The best experience for your clients

Reports

Transaction
download report

Download your report:

Complete breakdown of client bank transactions and balance
Multiple accounts in one report
Custom time periods
CSV format for simple analysis & upload

Account verification
report

Verify bank account details & control:

Verify account details direct from the bank
Verify account name
Prove ownership and control
Covers business and personal accounts

Transaction
download report

Download your report:

Complete breakdown of client bank transactions and balance
Multiple accounts in one report
Custom time periods
CSV format for simple analysis & upload

Account verification
report

Verify bank account details & control:

Verify account details direct from the bank
Verify account name
Prove ownership and control
Covers business and personal accounts

See how it works

Simple, elegant, effective

Watch the video

Transaction download

Making it work for your firm

No barriers, get started today or use our APIs to integrate into your existing set-up.

Option 1

Deploy today

Get started right away.

Option 2

Integrated

Fit seamlessly into your existing systems.

What our clients say

'I had been looking for a more efficient way of gathering bank statements from our 750 clients that was secure and easy for them to use. After looking at several open banking-powered solutions, I found Armalytix was ideal for our needs.'

Wijay Kanagasundaram - Director and Co-Founder – WIS

'We have been delighted with the service so far – and have been so impressed with how smooth it has made the process. Delays in receiving bank data often mean we don’t start a job for weeks, with Armalytix we email or even SMS the client and the data is back with us within minutes for the date period we need.'

Craig Davies - Owner – NSBA

Testimonials

Pricing Plans

We offer pricing packages to suit all business types, whether small firm, large firm or platform. Leave your details and we'll get in touch to discuss. If you prefer, use the chat to speak to us now.

Basic

£25 per month

 5 reports included

0 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £2.50

Up to 300 days: £5.00

300+ days: £7.50

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Created by Misrufrom the Noun Project

Unlimited users

Created by Misrufrom the Noun Project

Rollover reports

Created by Misrufrom the Noun Project

Schedule reports

Created by Misrufrom the Noun Project

Branded reports

Created by Misrufrom the Noun Project

Branded emails

Get in touch

Starter

£50 per month

10 reports included

20 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £2.50

Up to 300 days: £5.00

300+ days: £7.50

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Unlimited users

Rollover reports

Schedule reports

Created by Misrufrom the Noun Project

Branded reports

Created by Misrufrom the Noun Project

Branded emails

Get in touch

Pro

£100 per month

25 reports included

50 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £2.00

Up to 300 days: £4.00

300+ days: £6.00

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Unlimited users

Rollover reports

Schedule reports

Branded reports

Created by Misrufrom the Noun Project

Branded emails

Get in touch

Premium

£150 per month

50 reports included

100 reports rolled over

 

Additional transaction download report costs:

Up to 60 days: £1.50

Up to 300 days: £3.00

300+ days: £5.00

 

Included:

Multiple accounts

Banks, credit cards, PayPal

Unlimited users

Rollover reports

Schedule reports

Branded reports

Branded emails

Get in touch

Refer armalytix to another firm.
Get £100 together.

Money for you, money for them.
A better working life for you both.

Get started today

Free up your team, light up your client experiences and stand out from the crowd<br /> Join us in creating a form free future.

Get started