Who it's for
Every client, clean books,
one login.
Switch between client companies in a click, keep real double-entry books that stay in balance, and onboard a new client from a file, not a data-entry marathon. The Partner plan is built for your practice.
Every client, one login
Switch between client companies without switching tools.
Run all of your clients from a single Vinance login. Each company is a fully separate set of books, with its own chart of accounts, tax profile, and users, so nothing bleeds from one client into another. A status column tells you at a glance who is reconciled, who has items to review, and whose VAT is due, before anyone has to ask.
- One-click switching between client companies
- Isolated books per client: separate ledger, tax profile, and access
- A portfolio view of what needs attention across all of them
Switch companies from one login. Each set of books is fully separate; nothing bleeds between clients.
Books that stay clean
A trial balance that is always in balance, because it has to be.
Vinance is real double-entry underneath every screen. Invoices, bills, payments, and pay runs all post balanced journals, so a client cannot accidentally break the books by typing over a total. You get a proper trial balance, drill-down from any figure to the entries behind it, and adjusting journals when you need to make period-end corrections yourself.
- Enforced double-entry: balances are consequences of entries, never overwritten
- Trial balance, general ledger, and drill-down on every report figure
- Manual and adjusting journals for the corrections only you should make
Onboard in an afternoon
Bring a client across from a file, not a data-entry marathon.
Vinance reads exports from QuickBooks, Xero, Zoho Books, Wave, and FreshBooks. It detects the chart of accounts, contacts, items, open invoices and bills, and opening balances, dedupes against anything already there, and shows you the whole plan before it writes a single record. Opening balances post as one clean opening journal you can inspect.
- Guided import from the five tools your clients arrive on
- A review-before-write plan, with dedupe, that you approve
- Opening balances as a single, inspectable opening journal
Deduped against what is already there. Nothing is written until you approve the plan.
You and the client, on the same books
Give the client access to raise their own invoices while you keep the journals and period close. No exports emailed back and forth, one live ledger.
Statements ready for the client meeting
P&L, balance sheet, cash flow, and VAT positions are read live off the ledger. Open the review with real numbers, not a spreadsheet you rebuilt last night.
The Partner plan
Built for firms running many client companies: multi-company switching, onboarding and import help, and priority support. It is per client, so your economics scale with your book.
For firms
Ready to run your practice on Vinance?
The Partner plan covers multi-company switching, client onboarding and imports, and priority support, priced per client so it scales with your book. Tell us how many companies you run and we will size it with you.
Frequently asked questions
Can I manage multiple client companies from one account?
Yes. The Partner plan lets you switch between client companies from a single login. Each company is a fully separate set of books, with its own chart of accounts, tax profile, and users.
Is it real double-entry, with a trial balance and journals?
Yes. Every document posts a balanced journal, so you get a proper trial balance, general ledger, drill-down on every figure, and manual and adjusting journals for period-end corrections. See accounting & ledger.
How do I onboard a client who is on QuickBooks or Xero?
Import from a file export. Vinance detects the chart of accounts, contacts, items, open invoices and bills, and opening balances, dedupes, and shows you the full plan before writing anything. See the switch guides.
Can the client and I work in the same books?
Yes. You can give a client access to raise their own invoices and bills while you keep the journals and the period close. It is one live ledger, so there are no exports to email back and forth.
What does the Partner plan include?
Multi-company switching, client onboarding and import help, and priority support, priced per client so it scales with your book. Contact us to size it.
Move your books off the spreadsheet.
Invoices to bank feeds, payroll to financial statements. One platform, priced by the company and not the seat, on web and desktop.
All modules included · Real double-entry books · Explore a seeded sample company in one click