CLEARER RECORDS. A PRACTICAL TOOLKIT.

Accounting software dealsKeep your books organised.

Explore offers for keeping business books and getting receipts into your accounting workflow. WPism’s current selection covers accounting platforms and document capture, with practical checks for choosing the right fit.

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THE DEAL LIBRARY

Explore accounting and bookkeeping offers

Choose between the system that holds your books and a tool that helps prepare the paperwork. Open each guide for the available offer, redemption steps and eligible plans.

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Accounting platforms

Xero

Explore an online accounting platform for organising business records and working with your accountant.

Check regional editions, eligible subscriptions and the price after the introductory period.

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Dext logo
Receipt & document capture

Dext

Collect receipts and financial documents for a more organised bookkeeping workflow.

Check document allowances, supported accounting connections and subscription conditions.

Get Dext offer
Read deal guide

Offers can change. Open the individual guide for redemption steps, then confirm the final price, eligible plan and conditions with the provider.

BUILD A TOOLKIT THAT WORKS TOGETHER

Build around your bookkeeping workflow

A ledger and a document capture tool solve different problems. Map how a purchase becomes a recorded transaction before deciding which part of the process needs new software.

Maintain your accounts

Choose where transactions, invoices and reports will live, with input from the person who prepares or reviews your books.

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Collect the evidence

Check how staff submit purchase documents and how someone reviews extracted details before passing them into your bookkeeping process.

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Connect the handoff

Check which system holds the final transaction, whether attachments transfer and how your team reviews records before posting them.

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THE BUYING GUIDE

How to choose accounting software

Choose for the way your business records money, with input from your bookkeeper or accountant. An introductory discount is only one part of a system you may use for years.

  1. 01

    Separate the ledger from supporting tools

    Decide whether you need a main accounting system or help collecting paperwork for one you already use. Receipt capture does not replace a complete ledger. Write down where invoices, expenses and bank transactions should end up so that two tools do not create competing records.

  2. 02

    Check the edition for your business

    Confirm that the provider supports your business location, reporting needs and working currencies. Ask your accountant which outputs and records they need. Verify any required local filing capability directly with the provider rather than inferring it from a general accounting label.

  3. 03

    Test bank feeds and reconciliation

    Check your actual banks and account types, how transactions arrive and how connection problems are handled. Try matching a payment, recording a transfer and correcting a duplicate. A feed is useful only if someone can review and reconcile its results reliably.

  4. 04

    Run a representative document through it

    Use a real receipt or supplier invoice to test capture, extraction, approval and posting. Check how corrections work, which fields reach your accounts and where the original file is stored. Include a credit note or a less tidy document if those are common in your business.

  5. 05

    Plan access and migration

    Confirm accountant access, staff permissions and any charges for additional users or businesses. Before moving systems, test opening balances, customer records and exports with the person responsible for your accounts. Decide how you will retain older documents and retrieve them after cancellation.

  6. 06

    Price a normal year of use

    Compare the ongoing subscription with your expected invoices, documents, users and add-ons. Check whether the offer applies to your region and chosen billing schedule, when standard pricing begins and what cancellation requires. Confirm the final terms on the provider’s checkout page.

Match the software to your goalExpand the comparison of tool types, features and plan limits.
Software types and the limits to compare
Your goalLook forCheck before you buyExplore
Keep the main business ledgerOnline accounting platformRegional edition, accountant workflow and reporting exportsFind tools
Send invoices and track paymentAccounting with invoicing featuresInvoice limits, payment connections and reminder controlsFind tools
Reduce receipt collection workDocument capture and extractionSubmission methods, document allowances and review processFind tools
Pass purchase records to your booksCapture tool connected to accountingField mapping, attachment retention and duplicate handlingFind tools
Work with an external accountantShared accounting workspaceAdviser access, permissions and handover requirementsFind tools

BEFORE YOU COMMIT

Accounting software questions, answered.

Choosing a plan, comparing offers and getting your tools to work together.

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What is the difference between accounting software and receipt capture?

Accounting software holds the financial records used to organise transactions and produce reports. Receipt capture helps collect and prepare source documents for that process. A capture product can complement an accounting platform, but you should check the integration and decide who reviews the information before it becomes part of your books.

Does this category include every type of accounting tool?

No. The current WPism offers focus on accounting platforms and bookkeeping document capture. The selection is not a complete comparison of tax filing, inventory accounting, forecasting or specialist practice software. Treat those as separate requirements and verify the capabilities of any plan you consider.

Should my accountant help choose the software?

Yes, involve whoever prepares or reviews your accounts. Ask about their preferred workflow, access requirements, report formats and the practical cost of supporting another system. A tool your accountant can work with efficiently may be more useful than a larger introductory discount on an unfamiliar platform.

Can I connect my business bank account?

Check the provider’s supported banks for your country and account type. Also find out how often transactions sync, whether you need to renew access and how missing or duplicate entries are resolved. Test your own connection during a trial; a broad bank-feed claim does not confirm support for every account.

Can receipt extraction run without review?

Build review into your workflow. Extracted dates, amounts, tax fields and supplier details can need correction, especially on unusual documents. Test how the software flags uncertainty and how your team approves a record before posting it to the accounting system.

What should I check before switching accounting systems?

Agree a migration date and a record-retention plan with your accountant. Check opening balances, outstanding invoices, unpaid bills, document attachments and exports. Run a sample migration before committing and establish how you will retrieve historic information if the previous subscription ends.

Do accounting software offers apply to existing customers?

Eligibility varies by provider, regional edition and subscription. Some offers are limited to new organisations or particular plans. Read the individual WPism guide, then confirm the qualifying conditions and ongoing price with the provider before changing or creating an account.

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