With a strong foundation in cloud-based bookkeeping and financial operations, Advancr supports Australian businesses with clean, reliable and consistently-maintained financial records — using automation, structured workflows and platform-integrated processes to create a predictable, low-friction month-end rhythm that scales as your business grows.
Cloud accounting
software compatibilities
Less Founder
Administration
How You Get Started
01. Pick your package
Choose the subscription that best matches the level of financial clarity and support you want. Each package delivers the same consistent bookkeeping foundation, with additional insight available as your business grows.
02. Complete the form
Provide your business details and bookkeeping context through a short intake form. This allows us to align your setup with our standardised workflow and ensure a smooth handover into the system.
03. Pay for the first month
Your first month’s subscription is collected to activate onboarding and secure your place in our workflow schedule. Billing then continues on a predictable monthly cycle.
04. Receive welcome email and shared folder link
You’ll receive a welcome email with your shared workspace and upload checklist. From there, you simply provide the documents requested — and the Advancr process takes over.
Our Packages
01. Core
Clean, reliable bookkeeping handled end-to-end — a predictable financial foundation with minimal founder involvement and a consistent, low-friction month-end process.
(01)
Ongoing bookkeeping & reconciliation
Your financial records are maintained and reconciled to the ledger each month, creating a clean and reliable accounting baseline.
(02)
Shared workspace &
monthly upload checklist
You receive a standardised document upload checklist inside your secure shared folder, so everything required for month-end is clear and in one place.
(03)
Receipt, bank statement &
document handling
Receipts, statements and supporting records are processed through our structured workflow to keep documentation organised and easily traceable.
(04)
Cloud-platform aligned
bookkeeping
Workflows are designed to operate consistently across Xero, MYOB and QuickBooks Online, using automation where appropriate with oversight built in.
(05)
Accountant-ready
financial records
Books are prepared with accountants in mind — clean, organised and easy to work with at BAS, tax time and advisory review.
(06)
Predictable month-end
completion rhythm
Your bookkeeping runs on a consistent monthly operating cycle, reducing uncertainty, follow-ups and administrative friction.
02. Momentum
A disciplined bookkeeping foundation with added financial clarity — providing simple, meaningful visibility into what changed across your numbers each month and where attention may be needed.
Includes everything in Core, plus:
(01)
Monthly financial summary
(plain-English insight)
You receive a concise month-end summary that explains key movements across revenue, expenses and cash position — without spreadsheets or technical accounting language.
(02)
Month-to-month
performance signals
We highlight notable shifts, emerging patterns and areas of potential financial pressure, so you have early awareness rather than reactive surprises
(03)
Cash flow
awareness indicators
High-level visibility into incoming and outgoing cash activity to support calmer, more informed short-term decision-making.
(04)
Trend visibility
across periods
Recurring themes or developing financial patterns are surfaced over time, helping you understand direction rather than isolated monthly outcomes.
(05)
Structured alignment
moment at month-end
Each month closes with your books clean, organised and contextually explained — creating a predictable rhythm of clarity and completion.
03. Velocity
For businesses moving through periods of growth or change — Velocity adds forward-looking visibility and strategic financial interpretation to support faster, more confident decisions.
Includes everything in Momentum and Core, with added forward-planning capability:
(01)
Forward-looking
financial outlook
We provide visibility into near-term runway, upcoming cash demands and projected pressure points, so potential risks are seen before they escalate.
(02)
Strategic interpretation
of financial signals
Key movements in your numbers are translated into what they may mean operationally — supporting decision-makers rather than just reporting outcomes.
(03)
Quarterly growth &
risk alignment reviews
A structured quarterly review provides perspective across the prior period, upcoming priorities and areas where financial focus may be beneficial.
(04)
Scenario-aware
financial guidance
Where relevant, potential outcomes are framed at a high level to help you weigh direction — without entering full advisory or CFO services.
(04)
Finance that stays
ahead of the business
Your financial foundation becomes proactive rather than reactive, supporting momentum instead of slowing it.
Let’s begin with something simple — a clean, predictable bookkeeping system that stays out of your way and keeps your business financially aligned