Surf Accounts Features

Boost your invoicing and payments capabilities. Make sure you’re paid on time, every time.

Invite your bookkeeper or accountant

Say goodbye to emailing spreadsheets. With a cloud bookkeeping software, you can save time by sharing access with your accountant or bookkeeper. They’ll be able to work directly in your books, view, manage, and advise when needed.

Surf Accounts Invite Your Bookkeeper or Accountant

Invoicing on-the-go

Get paid on time, every time. Sharpen up your billing process by using customisable templates, creating a product catalogue, and by quickly converting quotes and orders to invoices. Save even more time by setting up recurring invoices and getting paid online. With the Surf Accounts app, you maintain full control of invoicing while you work from anywhere.

Surf Accounts Invoicing On-The-Go

Streamline payments

Better manage how you handle your payments. Keep on top of payments by viewing vendors and expenses on the one screen, view the payments status, and set up recurring payments. Suppliers can be paid quicker by generating SEPA files and multiple bills can be paid with just the one payment transaction. 

Surf Accounts Streamline Payments

Bank reconciliation

Manage your banking with ease by connecting your bank accounts to Surf Accounts. Set up bank feeds for both UK and ROI banks to receive automatic updates of bank transactions, giving you a live view of your cashflow. Save time on month-end or year-end reconciliations with the ability to reconcile a large number of transactions quickly and easily. 

Surf Accounts Bank Reconciliation

Online VAT returns

Generate and submit your VAT returns with ease with full Irish and UK VAT reporting included. Choose to generate Irish VAT returns from either invoices or receipts. Everything is automatically calculated, depending on the VAT scheme and rates chosen. Once you have completed the VAT return, you have the option to save it in a PDF or CSV format, print and submit the values to Revenue. You can also record the payment or refund of VAT. 

Surf Accounts Online VAT Returns

Charts & dashboards

Access clear and simple dashboards, giving you all the key figures of your business. You can customise dashboards depending on the level of information you want to see. Highlight additional data in the form of line charts, pie charts, funnel charts, a list of statistics or drilldown tables. 

Surf Accounts Charts & Dashboards

Customisable reports

Surf Accounts makes reporting easy, covering every aspect of your business’ needs. From summary figures on the dashboard, you can dive deeper into more detailed report analysis. Access, produce and customise all your required accounting reports. From detailed sales invoice analysis to a Trial Balance, to a Return of Trading Details report – all at the click of a button. 

Surf Accounts Customisable Reports

Stock management tool

Surf Accounts acts as a two-fold solution for your bookkeeping and stock management needs. Using the inventory management tool, you can monitor stock levels, maintain a full product catalogue, and automate the tracking of goods in and out through purchase orders and invoices. 

Surf Accounts Stock Management Tool

CRM & sales pipeline tool

Surf Accounts is more than just a bookkeeping software. It comes with an in-built CRM, perfectly suited to SMEs. Using the CRM system, you can communicate with prospective customers, track opportunities from calls through to quotations, and manage the process into a sales pipeline funnel. It can act as a central place to manage your customer relationships and communications. 

Surf Accounts CRM & Sales Pipeline Tool

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