Efficient accounting software to focus your team

Your business needs a powerful platform that can handle the complexity of your work. Accelo supports your team and clients so you can be proactive about the future of your business.

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Feel in control of your business with:

Reporting

Robust reporting for true visibility

Accelo’s end-to-end platform captures data across your entire client journey, providing you with a uniquely complete look at your business’s financial health. Use robust dashboards and reports to drive every decision.

Key Features

Track real-time trends

Forecast revenue

Identify hidden costs

Amy, a senior manager at a CPA firm, uses Accelo’s utilization dashboard to manage her team’s capacity.

Result: The ability to measure and forecast budget usage, maximize billable time and finish projects faster!

Custom triggers

Custom triggers to automate your work

Service work flows differently for every business, so Accelo gives you the reins to create custom workflows that work for your team.

Key Features

Set custom triggers

Increasing your billable time

Automate your work

What I like most about Accelo is that I can create custom statuses and fields for each service and use custom triggers to automatically change the status.” - Sergio Matocanovic, Larson Accounting

Time Tracking

Built-in time tracking for accurate billing

Accelo’s time tracking is integrated throughout every stage of your business and automatically captures time data without extra effort from your team.

Key Features

Accurately track activity with timers

Auto-generate timesheets

Capture email and meeting time

Sariya, a junior accountant, uses Accelo’s time-tracking capabilities to automatically record time spent on meetings, calls, emails and more.

Result: Her firm has a clear picture of her billable vs. non-billable time and can accurately bill clients for the work she completes!

Client portal

A secure, organized client portal

Providing an exceptional client experience is made easier through Accelo’s secure client portal. The centralized source of truth keeps your clients in the know 24/7, without adding extra stress to your team.

Key Features

See when a quote is viewed

Share to-date retainer usage

Offer access to billing history

“We have been able to improve responsiveness from staff and customers through the use of the automation and the client portal.” - Kris F.

Marc Avila

CEO and Founder

$156,000

reduced overhead

8,000

hours saved

“Accelo has definitely paid for itself. Just the increase in fixing some of the pricing problems with our retainers — that alone pays for it. It's paid for itself many times over.”

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See what agency leaders have to say

David Marcussen

Managing Partner and Founder

Marcussen Consulting "Accelo has enabled us to very clearly identify the types of clients and work that make money. As a result, it’s contributed to massive changes in the landscape of the business."

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Martin Gamble

Managing Director

“We used to spend a whole day every week invoicing our customers. With Accelo, the same task now takes us about five to 10 minutes.”

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Nathan Thomas

Chief Operating Officer

“We’ve moved from being experienced people making decisions based on their gut instinct to a data-driven organization. In two years of using Accelo, we have doubled in size and revenue and quadrupled the number of projects."

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Marc Avila

Former Founder and CEO

"Before Accelo, we didn't know how much time we were spending with every client — or how much money we were losing. If a client bought a 24-hour support agreement, we were likely spending 36 hours of support. We didn't have the capabilities to report on that, so we were just giving away our services for nothing."

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Susie Schade

President and CEO

“There are a lot of project management and ticketing systems out there, but Accelo is the only one that handles both retainers and projects in one. Our team members work on both one-time and recurring work, so we desperately needed to track where their time was going for each type of contract.”

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Amanda Retzki

Service Delivery Specialist

“We no longer have to use multiple tools for project quoting and project management. Everything is now in one system, which is a time-saver for our client services team and one less system we need to have a contract for.”

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