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:
Account verification
report
Verify bank account details & control:
Transaction
download report
Download your report:
Account verification
report
Verify bank account details & control:
See how it works
Simple, elegant, effective
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
Testimonials
Pricing Plans
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
Unlimited users
Rollover reports
Schedule reports
Branded reports
Branded emails
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
Branded reports
Branded emails
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
Branded emails
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
Refer armalytix to another firm.
Get £100 together.
Money for you, money for them.
A better working life for you both.
