At KG Accountants, we believe in using the best tools available to streamline the accounting process and provide high-quality service to our clients. To ensure accuracy, efficiency, and ease of use, we’ve carefully selected a suite of trusted software solutions that support our clients' financial needs. Here’s why we choose the software we do and how it benefits you.

QuickBooks: Tailored for Charities and CICs

For our bookkeeping services, we use QuickBooks, a leading accounting software designed to handle the complex needs of charities and community interest companies (CICs). QuickBooks allows us to easily manage your financial data, whether it’s tracking income and expenses, preparing reports, or staying on top of compliance requirements. The software integrates seamlessly with AutoEntry, our document capture tool, enabling us to quickly process your invoices, receipts, and bank transactions for a clear, up-to-date picture of your finances.

Benefits of QuickBooks:

• Accurate financial reporting for charities and CICs
• Seamless integration with AutoEntry for efficient bookkeeping
• Real-time access to your financial data, anytime, anywhere
• Easy tax preparation and compliance with industry standards

AutoEntry: Automating Your Document Capture

We use AutoEntry to automate the capture of financial documents like invoices, receipts, and bank statements. This AI-powered tool helps us save time and minimize human errors, ensuring that your financial data is captured accurately and entered into QuickBooks without the need for manual input. Whether you’re on the go or in the office, AutoEntry lets you quickly snap pictures of documents with your phone, and the software takes care of the rest.

Types of Documents Captured by AutoEntry:

• Grant Agreements: Captures and stores grant agreements, providing an easy reference to funding received and its conditions.
• Budgets: Organizes your financial plans and budgets, ensuring you stay on track with projected spending.
• Receipts & Bills: Ensures all receipts and bills are captured accurately for record-keeping and expense tracking.
• Donation Letters: Captures donation acknowledgment letters for your records, ensuring you can provide proof for donors and comply with regulations.
• Gift Aid Applications: Automatically captures Gift Aid declarations for easy tracking of eligible donations.
• Amazon Bills & Paypal Statements: Captures invoices and payment information from platforms like Amazon and PayPal to track transactions and purchases made online.
• Vouchers & Invoices: Ensures you have clear, accessible records of all your business transactions.
• Bank Statements: Captures and organizes bank statements for streamlined reconciliation and financial tracking.

Having all these documents captured in one place ensures that your charity or CIC has a full audit trail to back up each transaction. These documents—vouchers, invoices, receipts, and bank statements—serve as evidence of transactions. With AutoEntry, your paperwork is neatly organized, making it easy to track, manage, and verify your financial activities.

Benefits of AutoEntry:

• Eliminates manual data entry, saving you time
• Ensures up to 99% accuracy in capturing financial data
• Seamlessly integrates with QuickBooks for easy publishing
• Helps you stay organized with automatic document categorization

Why We Trust These Solutions

At KG Accountants, we understand that running a charity or CIC requires specialized attention to detail and compliance. That’s why we choose software solutions that are specifically designed to handle the needs of these types of organizations. QuickBooks and AutoEntry offer reliable, efficient, and secure ways to manage your financial data—so you can focus on your mission and not on bookkeeping.

Both QuickBooks and AutoEntry are cloud-based, meaning your financial information is securely stored and easily accessible, no matter where you are. With automated processes and real-time data, we ensure your accounts are up-to-date, and you’re always prepared for audits, tax filings, and other financial requirements.

Supporting Your Growth with the Right Tools

We’re committed to providing you with the best accounting services, and that includes using the most effective technology available. By combining our expertise with top-tier software, we can help you manage your finances with greater ease, accuracy, and transparency. Whether you’re just starting out or growing your organization, KG Accountants is here to support you with trusted software solutions that grow with you.

Contact us today on 0207 078 7477 to schedule a consultation and take the first step toward a more socially responsible and community-focused future or complete our enquiry form to book a FREE initial CIC consultation. We're here to help!