What access will I have?
Beeswax provides an Accountant role for financial work. Review its permissions with the owner and choose separate scopes for any assistant connection.
FOR ACCOUNTANTS
Get closer to the records behind the numbers. Spend less time reconstructing what happened and more time reviewing the treatment, investigating differences and helping your client make decisions.
A closer look at what Beeswax can take off your plate.
THE QUESTION THAT MATTERS
BOOKS WITH CONTEXT
Review the accounting records alongside invoices, supplier expenses and project activity. The app’s posted ledger is distinct from draft documents, so preparation and finalisation remain separate parts of the workflow.
Explore this feature ↗Beeswax interface example · Sample data
REVIEW BEFORE RELIANCE
Work with the owner and bookkeeper on reconciliation and the available tax reports. Confirm the business’s region, reporting requirements and supported filing workflow. Software brings the records together; accounting treatment and advice still need professional judgement.
Explore this feature ↗Beeswax interface example · Sample data
NEW TOOLS FOR INVESTIGATION
Through a compatible MCP assistant, inspect posted ledger entries, investigate possible duplicate payments and explore the records behind a difference. With specific write permissions, prepare manual journals. Review the supporting evidence and draft before finalisation.
Explore this feature ↗Beeswax interface example · Sample data
BEFORE YOU MAKE THE SWITCH
Beeswax provides an Accountant role for financial work. Review its permissions with the owner and choose separate scopes for any assistant connection.
Agree the scope and cutover. The Xero wizard imports bank, income and expense accounts, contacts and products; arrange transaction history and opening balances separately, then compare resulting records with source reports.
Check the available outputs for the account’s region and business structure before planning the reporting or filing process.
LOOK A LITTLE CLOSER
Bring a real workflow and the people responsible for it.
Try Beeswax free ↗60 days free. No credit card required.