FAQs

Trust is built into every part of how we use AI. Customer data is never shared between organisations and is never used to train public AI models. Every AI-supported output can be reviewed and audited, and is designed to meet the expectations of regulated finance environments, including alignment with the EU AI Act.

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AI in AccountsIQ is built directly into real finance and expense workflows. It focuses on specific, high-effort tasks where it can genuinely save time, improve accuracy or surface something that needs attention. It works quietly in the background and steps in only when it adds value.

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AI in AccountsIQ supports finance teams by suggesting actions, highlighting potential issues and helping users prepare faster. Nothing is posted, saved or submitted without human review and approval. There is no hidden automation and no opaque decision-making. You remain firmly in control at all times.

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Yes. AccountsIQ combines multi-entity accounting with up to six BI analysis dimensions, so you can tag transactions by fund/vehicle, investment/asset, sector/strategy/region, and deal team. This supports portfolio KPI reporting (fees, income/costs, allocations) using dashboards and reports, with consolidation and live Excel/Power BI links.

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Yes. AccountsIQ BI can tag transactions with analysis codes (e.g., client, consultant/desk, sector, office/entity, contract type) so recruitment businesses can report NFI/GP, costs, and profitability by different combinations in real time—reducing reliance on spreadsheets. Managers can use dashboards with drill-down to transactions, connect to Excel/Power BI via OData, and view group-wide results through consolidation.

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The personalised Homepage supports:

·      Finance Managers overseeing approvals and performance

·      AP and AR teams managing daily workflows

·      CFOs needing instant financial visibility

It adapts to each role, making it ideal for growing, multi-entityfinance teams.

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Yes.

Insight tiles refresh automatically when you load the page (or manuallyrefresh), giving you real-time financial insights without running reports.

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Yes.

You can add or remove widgets using a permission-aware widget library.No admin setup. No IT support required.

Each user sees tiles relevant to their role, whether you’re in AP, AR,Finance Management or a CFO.

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Traditional finance dashboards show data.

The AccountsIQ Homepage combines insight and action:

·      See live KPIs

·      View approvals and overdue items

·      Click directly into workflows

It’s a modern alternative to a finance dashboard, built for action, notjust reporting.

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The AccountsIQ User Homepage is a personalised finance homepage designed to replace static dashboards and cluttered navigation.

It brings together tasks, approvals and real-time financial insights in one place, so finance teams can start the day with clarity and act faster.

AccountsIQ can automate much of a charity finance team’s day-to-day and month-end work, starting with banking and cash through automated bank feeds, smart matching for reconciliations, and suggested payment runs with basic cashflow visibility. It also streamlines purchase-to-pay with online POs and remote approvals, digital invoice capture via integrations, and batch posting for supplier invoices, prepayments, and credit notes. On the income side, you can automate donations and receivables by bringing data in from CRM/event/membership systems via the open API, using recurring invoices for regular grants or contracts, and matching receipts through bank automation.

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For franchise networks, AccountsIQ can automate repeatable finance work across all locations, including bank feeds and smart reconciliations, payment runs and cashflow forecasting, batch AP invoice processing with approval workflows, and AR automation from integrated POS. It also streamlines intercompany postings, one-click multi-entity consolidation, and recurring month-end journals, with reports and dashboards generated consistently for head office and franchisees.

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AccountsIQ gives you a single, portfolio-wide financial view bycombining multi-dimensional analysis with real-time reporting. Using thegeneral ledger, plus up to six BI analysis codes, you can tag transactions byentity/SPV, property (block/unit), and other attributes such as region, assetclass, or manager. That makes it easy to produce portfolio KPIs like NOI byproperty or region, occupancy-linked revenue views, and operating cost per unitor per m².

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In practice, being “connected to the cloud” with AccountsIQ means your finance platform can exchange data automatically with the tools you already use—without CSV exports and manual rekeying. 

AccountsIQ provides an open API so your team or partners can connect systems like CRM, billing, banking, and data warehouses, and it also supports plug-and-play integrations through marketplace partners for common workflows. Depending on the integration, data can sync in real time or on a schedule.  

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For subscription or SaaS-style businesses, AccountsIQ supports scaling reporting by letting you analyse revenue and costs across up to six dimensions so you can report the way leadership teams and investors expect. With advanced BI and reporting, you can build live MRR/ARR, margin, and cohort-style KPI views without relying on manual spreadsheet models.  

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Yes. AccountsIQ is a true cloud, browser-based platform. Therefore, you can access it securely from anywhere with an internet connection, as well as collaborate across entities and locations in real time

AccountsIQ supports users manage irregular payment patterns mainly through visibility, analytics, and workflow controls. You can monitor unusual behaviour using real-time AP/AR views (overdue items, odd balances, atypical credit notes/prepayments) with drill-down to the underlying transactions, plus dashboards/BI to compare current vs historical payment patterns by supplier/customer, amount, method, and timing.

Automated bank feeds with smart matching highlight exceptions during reconciliation, and configurable approval workflows add extra checks for higher-risk or higher-value payments—helping prevent off-process payments and making anomalies easier to catch early.

Yes. AccountsIQ is built around BI and reporting, with 250+ pre-built reports and dashboards. Cash and working-capital data can be exported or surfaced via dashboards for management packs.

AccountsIQ uses real, integrated transaction inputs. Through automated bank feeds with smart matching, AP/AR ledgers and suggested payment runs, you can forecast cash flow based on real activity.

You can also layer in manual assumptions and scenarios—either via exports or through integrations with forecasting tools—for more advanced modelling.

Within banking and payments, AccountsIQ uses your banking integrations and analysis to automate bank reconciliation, generate a suggested payment process and support cashflow forecasting to improve payment planning.  

In practice, this means AccountsIQ uses live bank data and AP/AR information in the system to project cash movements.

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Yes. Using the ProForecast integration, you can bring historic and actuals from AccountsIQ, set base budgets and targets, then refresh with new actuals to run A/B tests. This lets you compare new forecasts to the original budget without overwriting it.

Yes. AccountsIQ supports budgeting and forecasting through its integration with ProForecast. ProForecast lets you pull data from AccountsIQ to set budgets and targets, and use configurable forecasting structures and reports rather than building everything in Excel.

Yes. AccountsIQ supports drill-down on variances using its GL and analysis structures. It has a flexible 3-level GL analysis as well as multi-dimensional analysis, so you can move from summary reporting to transaction-level detail. You can also use 250+ pre-built reports and dashboards to analyse variances in more depth.

Yes, AccountsIQ has configurable approval workflows that lets you define standard approval routes and multi-tier approval chains, as well as route invoices and payment approval automatically to the right approvers. You can also monitor approval statuses via dashboards.

AccountsIQ imports transactions via its integration with electronic banking systems, then matches imported transactions using smart analysis to speed up reconciliation and reduce manual matching. Based on reconciled data, the system can also generate suggested payment runs and support cash-flow forecasting.

AccountsIQ integrates with electronic banking systems to pull transaction data into the platform. This creates automated bank feeds so you can avoid manual imports and spreadsheets.

Data flows from your banks in near real-time, giving you up to date cash and transaction visibility across entities.

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Yes. AccountsIQ includes AR reporting as part of its core financials and BI layer, including AR and aged debt reports that you can use for month-end. You can export these reports for further analysis or for inclusion in management packs.

Yes. You can track AR performance and KPIs using AR reports and dashboards to monitor aged debt, DSO, and cash collection trends. If you need more granular analysis, you can tag transactions by up to six dimensions. AccountsIQ can also integrate with Chaser to automate invoice chasing.

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Yes, AccountsIQ is specifically designed for multi-entity and multi-currency use. You can invoice customers in different currencies, automatically handle exchange rates and revaluations at both an entity and group level, as well as consolidate results across entities while keeping each subsidiary’s own currency view.

Yes. AccountsIQ Business Intelligence is designed for finance users rather than developers.

Using 250+ pre-built reports as building blocks, you can configure dashboards by role, department, or user and choose which charts and reports appear.

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Yes. AccountsIQ uses role-based access controls to manage visibility across entities and departments.

You can:

·        Restrict users to specific subsidiaries

·        Limit access to selected dashboards or reports

·        Define user-level permissions

·        Maintain governance across multi-entity groups

This supports collaboration while protecting sensitive financial data.

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AccountsIQ Business Intelligence provides real-time dashboards and financial analytics as soon as transactions are posted.

With 250+ pre-built reports and dashboards, you can usually start seeing useful insights as soon as your chart of accounts and BI codes are set up and you have started posting transactions.

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From next level reporting, to simple consolidation, seamless integrations and advanced business intelligence, our features are all designed to help you work better and achieve more. See more about our market-leading features here:

We have top tier hosting sites in UK, Europe, USA and Australia. For UK customers, data does not leave the UK.

Each entity has a unique database (i.e. their records would be held in a separate unique database and not combined with records from other companies in one large database).  The application as well as the hosting site have been independently ‘penetration tested’ by PwC UK to ensure there are no “holes” in the application that would allow malicious attacks or unauthorised access. Data is protected behind three layers of firewalls and all data going in or out of the system is encrypted.  

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To use AccountsIQ, you'll need an internet connection and a modern web browser (Chrome, Firefox, Edge, or Safari). As a cloud-based system, no special software is required. Ensure your browser is up to date for the best experience.

AccountsIQ is built around multi-dimensional reporting in the core ledger: a 3-levelGL plus up to six BI (analysis) codes on every transaction. That means you can slice reporting by combinations like entity, department, project, fund, site, region or brand without heavy custom builds, separate cubes, or spreadsheet work. Consolidation and drill-down sit in the same engine, so group and management reporting tends to be faster and more flexible than in many legacy/module-based Access setups.

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AccountsIQ is designed for deeper management reporting, using a 3-level GL plus up to 6BI analysis dimensions to tag and report by things like entity, project, department, site, fund, region, brand, etc. It includes 250+ built-in reports with drill-down, consolidated group reporting, dashboards, and live Excel/Power BI connectivity (OData) so KPI reporting can refresh from live data rather than manual exports.

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Xero can work well for simpler setups, but AccountsIQ is built for multi-entity group accounting: separate ledgers per entity with one-click consolidation, including multi-currency translation for group reporting. AccountsIQ also supports more complex structures (e.g., groups-within-groups and minority interests) and handles intercompany processes and eliminations in-system—reducing spreadsheet-heavy consolidation.

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AccountsIQ is typically used when you need more structured reporting across entities and more ways to analyse performance. It supports a 3-level general ledger plus up to six BI (analysis) dimensions for tagging transactions, a large library of built-in reports with drill-down, dashboards for different roles, and live connections to Excel and Power BI via OData so reporting can refresh from system data instead of relying on manual exports.

AccountsIQ focuses on configurable workflows and automation across core finance processes. This includes PO and invoice approvals (role/value-based), and where needed journal/payment approvals, with automatic routing and visibility. It also automates AP (batch posting, approval routing, suggested payment runs),banking (feeds + smart reconciliation), intercompany (postings + one-click consolidation), and reporting (scheduled/on-demand dashboards). An open API and integrations marketplace support automated data flow from systems like CRM, payroll, expenses and POS to reduce spreadsheet-heavy work.

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Yes. You can produce entity and group P&L, balance sheet, and cashflow reporting, including budget vs actual and variance reporting, plus multi-dimensional BI reporting by dimensions such as entity, department, project, fund, location, brand, and region. It also supports consolidation (including FX and more complex group structures), reports with drill-down, dashboards, and live Excel/Power BI connections via OData.

Yes—multi-entity and multi-currency are core strengths. Each entity can have its own ledger, with one-click consolidation across the group, plus FX translation for group reporting and support for complex structures like groups-within-groups and minority interests.

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Yes. AccountsIQ uses BI (analysis) codes to tag transactions by dimensions like product, fund, region, desk, or channel, so you can run P&Ls and KPIs by different slices without spreadsheet-based reporting. It also provides built-in reports and role-based dashboards with drill-down to transactions, and you can connect Excel/Power BI via OData so reports refresh from live data rather than CSV exports.

Yes. AccountsIQ can give each site/brand its own ledger and produce consolidated P&L, balance sheet, and cashflow across the group. Using BI analysis codes, transactions can be tagged by site, brand, region, and channel, enabling consolidated P&Ls and KPIs by different combinations. Teams can use built-in reports with drill-down from group level to site and transaction, role-based dashboards, and live Excel/Power BI links via OData to track KPIs such as like-for-like sales, EBITDA, labour %, and rent %. A standard chart of accounts and BI structure across entities supports consistent benchmarking.

Yes. You can use BI analysis codes to tag transactions by location, brand/concept, territory/region, and channel. You can then run P&Ls and KPI reports filtered by those dimensions and use dashboards (or live Excel/Power BI links) to compare metrics such as sales, margin, labour %, and rent % across sites and brands using a consistent structure.

Yes. A common approach is one SPV per entity, each with its own ledger, currency, bank accounts, and permissions, while keeping a standard chart of accounts and BI structure across all entities. Intercompany loans, management fees, and recharges can be posted in AccountsIQ and eliminated through consolidation. It can also support groups-within-groups and more complex ownership structures (including minority interests), reducing spreadsheet-heavy consolidation work.

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Yes. Recruitment firms typically automate billing/AR (invoice creation from placements/timesheets, recurring invoices, bank feeds and receipt matching), AP/expenses (batch posting, approvals, prepayments/credit notes), contractor/temp processing (standard journals for payroll recharges and margin analysis, reporting by desk/consultant/client using BI codes), and month-end reporting (recurring accrual/WIP/commission journals, multi-entity consolidation, and KPI dashboards such as NFI, GP by consultant, and desk profitability).

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Yes. Schools typically set education-specific KPIs (fees vs budget by term, overdue fees/debtor days, departmental spend, staffing % of income), then use the GL and BI analysis codes to tag data by campus, department, year group, and funding stream so reporting is live and consistent. They use built-in reports/dashboards with drill-down for heads, bursars and governors, and can connect to Excel/Power BI via OData for interactive dashboards without manual exports.

OCN London gained secure, automated insights by replacing its on-premise Infor setup) with cloud-based AccountsIQ, enabling secure remote access without the VPN/security overhead.

On the “insights” side, they automated invoicing by integrating AccountsIQ with their learner management system and then connected PowerBI for live dashboards, KPI tracking, and board-level visibility—so leadership could see performance in real time rather than waiting for manual reporting.

Watch Damian’s full customer story video.

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AccountsIQ helps charities produce consistent, comparable SORP-style reporting by combining a flexible GL with BI codes. You can map income and expenditure to the categories you need and tag transactions as restricted/unrestricted and by fund or programme to support the way charities report. This multi-dimensional structure makes it easier to build reports that mirror a SoFA layout and other common SORP disclosures, using a mix of standard reports and customised layouts with drill-down to the underlying transactions.

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You can track multiple revenue streams and allocate costs in one system by structuring AccountsIQ around the GL plus BI analysis codes, then using standard and recurring journals for consistent allocations. For revenue, you’d typically set up separate GL accounts for each main revenue stream and then use BI codes to capture the detail that matters. By tagging each invoice and journal with the right GL and BI combination, you can report revenue by stream, brand, channel, region, or any mix of those, including across entities using group reporting.

For cost allocation, direct costs like production or campaign spend are coded to the same BI structure as the related revenue, so profitability reporting stays aligned. Shared costs can be allocated using recurring or template journals, spreading costs by a set percentage across BI dimensions and entities. Where costs need to be recharged between entities, those intercompany allocations can be posted within AccountsIQ, with eliminations handled during consolidation.

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AccountsIQ helps automate several of the most time-consuming month-end processes by reducing manual posting, matching, and approval chasing. For banking and cash, automated bank feeds and smart matching support faster reconciliations, and finance teams can use system-driven workflows for payment runs and improved cash visibility, including forecasting. On the payables side, month-end is streamlined through capabilities like batch invoice posting, prepayment handling, and credit note processing, while purchase order raising and approvals can be managed remotely through automated workflows.

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AccountsIQ is built for multi-entity groups that need to manage multiple SPVs without losing control or visibility. Each SPV can operate with its own ledger, currency, and reporting structure, while still rolling up into the wider group through one-click consolidation. That consolidation can handle the realities of growing groups, including multi-currency translation, groups-within-groups structures, and more complex ownership arrangements such as minority interests or joint ventures.

On the intercompany side, AccountsIQ helps you process and track transactions between SPVs within the same system, with eliminations handled during consolidation to reduce manual spreadsheet work and reconciliation.  

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AccountsIQ is a full general ledger system designed to support a fast month-end close. In practice, finance teams use journals and adjustments for robust period-end accounting, including standard and recurring journals for accruals, allocations, and deferrals, as well as postings to manage prepayments across periods. All entries flow directly into real-time reporting and consolidation

Yes. The 3-level GL structure gives access to all transactions with drill-down capabilities. You can start from summary balances and drill to detailed postings and underlying entries.

Yes. AccountsIQ is a real-time, cloud GL with BI on top. Therefore, you can access accurate and up-to-date information and consolidate at any time.  

The GL and BI layer provides 24/7 reporting insight, so balances and reports reflect posted transactions immediately.

Yes. AccountsIQ is designed for group insight. One-click consolidation across entities and currencies, as well as group-level reporting and BI analysis allow for 24/7 reporting insight, so you can consolidate and report at any time to support rapid and informed decisions.

Yes. Utilising AccountsIQ consolidation features, you can pull together budgets, revised budgets, actuals and variances from all entities and subsidiaries and view these at group level to track performance and trends.

Forecasting logic draws on live bank transactions, AP items used in suggested payments runs, AR receipts and other movements that impact bank balances. This combination is then analysed to improve payment planning and forward-looking cash visibility.

Cashflow forecasting can effectively be viewed via dashboards and reports, so you can see real-time cash positions and trends across entities.

Yes. Since AR is a core module, AccountsIQ provides visibility of payments due, customer balances, and allocations. You can drill down from a customer summary to the transaction level using the GL structure to review each customer’s full AR activity for credit control.

Yes. AccountsIQ reduces manual invoicing errors by automating data entry and limiting spreadsheet-based handling. It can automate data entry via integrations such as CRM, billing, expense tools, and bank feeds. It also uses workflows and approvals so invoices follow consistent, controlled processes, which helps reduce errors that typically creep in during manual uploads and spreadsheet handling.

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Consolidation setup typically includes:

• Defining group structure and ownership relationships

• Mapping local charts of accounts to group codes

• Configuring currencies and FX translation rules

• Setting intercompany elimination rules

• Defining reporting periods and budgets

Setup is delivered through a structured implementation process to ensure accurate and compliant group reporting.

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Yes. The system minimises mismatches by controlling inter‑company postings. Inter‑company purchase invoices remain unposted until they are accepted and correctly coded in the receiving company. This approach keeps inter‑company accounts balanced at the group level before you run a consolidation.

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Implementation time depends on the complexity of your group. AccountsIQ works with you to design your group structure, map charts of accounts, set up FX handling and consolidation rules. Because it’s a project‑based process, timelines vary; your implementation partner can provide an estimate based on the number of entities, currencies and reporting requirements.

Yes, AccountsIQ is built specifically for multi-entity groups and multi-currency environments. Each entity handles books individually, while giving you accurate and real-time group consolidation.

It supports:

·        Complex group structures

·        Ownership percentages

·        Cross-border entities

·        Central FX translation

·        Consolidated reporting in real time

This makes it suitable for growing groups, holding companies, and international organisations.

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Yes. AccountsIQ streamlines consolidation by allowing instant, real‑time group consolidation across multiple entities and currencies. It automates FX handling and simplifies inter‑company transactions, so you can avoid manual, spreadsheet‑based consolidation each month. Because each entity’s books roll up into a single consolidated view, finance teams can close periods faster and focus on analysis rather than data re‑entry.

Yes. AccountsIQ offers a wide range of dashboards that you can tailor to your business. Examples include group and entity-level financials, cashflow forecasting, sales and revenue pipeline views, risk and KPI tracking, and role-based performance metrics—though this list isn’t exhaustive.

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Yes. AccountsIQ stands out because it combines several advanced reporting capabilities:

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Yes. AccountsIQ's consolidation features allow you to run instant, real-time group consolidations across multiple entities and currencies. Each entity can operate with its own ledger, currency and reporting structure while still rolling up into the wider group through one click consolidation.

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FX handling can be automated using centrally managed average and period-end rates, as well as simplify inter-company transactions.

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Yes, you can absolutely build most of your monthly management pack inside AccountsIQ. Use the 250+ pre-built reports and set up dashboards for P&L, balance sheet, cash flow, KPIs, and margins. Then, save the reports you use and run the same pack each month, with drill-downs when you need it.

If you still need a board pack in PowerPoint or PDF, do the analysis in AccountsIQ first, and then export key pages for the final presentation, instead of building everything in Excel.

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Yes. AccountsIQ provides real-time financial reporting. AccountsIQ offers dashboards and analytics that update automatically as transactions are posted.

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Instant consolidation across multiple entities and currencies allow you to drill down from summary dashboards to transaction-level detail at any time.

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Yes. Most standard and consolidated reports can be exported directly to Excel, PDF, and Power BI via our OData live connector. Simply choose the export format and download.

For group and consolidated reporting, there is a ‘one-click’ group reporting that you can then export in the same way.

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AccountsIQ is built to scale with your business, no matter how complex your needs become.
Our  software is trusted by over 35,000 users, many of whom are handling multiple entities and currencies.  

From advanced multi-entity consolidation to sophisticated multicurrency reporting, our software is designed to handle the complexities of global operations seamlessly.

For a real-world example of how AccountsIQ supports growing companies, check out our case study with StitcherAds here.

It lets AccountsIQ sit at the centre of your stack by connecting systems like CRM, billing, POS, payroll, property or sector platforms directly to finance. Dataflows in automatically (sales, fees, charges, timesheets, etc.), reducing manual uploads and errors, and you can add or swap tools as you grow without changing the core finance system.

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Yes. It provides an open API so other systems can push data in (e.g., billing, trades, fees, CRM) and pull finance data out (e.g., balances, P&L) for reporting. It also offers an integrations marketplace for common tools (e.g., payments, expenses, payroll, CRM). If a required connector isn’t available, the API can be used to build a connection, including custom integrations. For reporting, OData links to Excel and Power BI can be used to combine AccountsIQ data with other sources for dashboards and management reporting.

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Yes. It supports multi-entity and multi-currency structures (separate ledgers per entity/SPV/fund with consolidation, including more complex ownership) and can speed up close through features such as bank feeds/reconciliation, recurring journals for allocations and recharges, and intercompany processing and eliminations. Integrations via an open API can connect billing/trading/CRM systems, reducing manual rekeying and supporting month-end processes.

Yes. AccountsIQ can connect via an open API and integrations, so a POS or property system can send sales and charge data (e.g., daily takings, rent/charges, refunds, discounts, taxes) into AccountsIQ as journals or invoices, already coded by site/brand/revenue type. This helps keep finance data up to date with minimal manual uploads and near real-time visibility.

Yes. AccountsIQ can sit at the centre of the finance stack via an open API and integrations, so CRM/ATS data (placements, timesheets/hours, fees) can flow into AccountsIQ as invoices or journals—reducing manual rekeying. The CRM/ATS retains the operational detail, while AccountsIQ is used as the finance source of record for revenue, margin, commissions, debtors, and accruals.

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Yes. It automates the flow of fee andcharge data from iSAMS into AccountsIQ, reducing manual rekeying and spreadsheet imports. iSAMS remains the system for pupil data, while AccountsIQis used for finance processing—providing clearer debtor visibility (outstanding fees/credits) and more consistent reporting by campus, year group, or income type.

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AccountsIQ is designed to sit at the centre of an integrated finance stack, including property management software. Using the open API, your property platform can push financial events such as rent and service charge postings, fees, and tenant lifecycle activity (move-ins, move-outs, renewals)as billing/AR transactions, while the operational tenant details remain in the property system. Where a standard integration is available through the marketplace, this can often be enabled quickly; otherwise, a tailored API connection can be built with support from the integrations team. The result is that turnover, renewals, and arrears data flows directly into AccountsIQ as AR and revenue—reducing manual exports and spreadsheets and keeping reporting consistent.

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Integration timelines vary depending on your configuration and number of entities. However, many AccountsIQ plug-and-play integrations can be connected quickly via our open API, and our integrations team can support you through setup.

Approved expense claims with all involved information flows into AccountsIQ so you can avoid manual re-keying.

ExpenseIn is an all-in-one expense management solution that integrates with AccountsIQ. This integration streamlines employee expenses by capturing and approving expenses within ExpenseIn, and then the integration posts the resulting expense data into AccountsIQ, so you avoid manual re-keying and spreadsheets – keeping your GL, AP and reporting up to date with minimal effort.

Read more about ExpenseIn.

Yes. AccountsIQ can integrate with payroll systems via its open API.  The platform consolidates data from multiple apps—including CRM and payroll—to give you a single financial picture. Among its plug‑and‑play partners is BrightPay, a payroll application. Because integrations are handled through an open API, AccountsIQ can pull in payroll data alongside other operational systems without manual re‑entry.

Yes. AccountsIQ connects to many electronic banking systems.  Statement lines flow automatically into the platform, where they’re smart‑matched against invoices and entries. Bank reconciliation is automated to save time, and the system generates suggested payment runs and cash‑flow forecasts using live bank and accounts‑payable data. The integrated setup also supports automated bank feeds with smart matching, so you can say goodbye to manual imports and spreadsheets.

Yes. AccountsIQ’s dashboards and reports are fully interactive, allowing you to move from high‑level KPIs to the underlying transaction details without leaving the system.

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For example, you can start with a margin variance and drill down to the specific invoice or entry that explains the variance.

AccountsIQ is positioned as a cloud finance platform for organisations that need strong group accounting and reporting without taking on the full cost and project overhead that can come with a traditional ERP.

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AccountsIQ is deployable up to 5x faster than traditional ERP systems, at 1/6th the cost. As a cloud product, updates are delivered as part of the service, avoiding on-premise infrastructure and separate upgrade projects.

AccountsIQ sits at a lower overall cost and complexity when compared to XLedger.

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Many mid‑market businesses find ERP systems like Xledger need significant customisation and costly adjustments.

- Our customers usually achieve around 5× faster implementation with AccountsIQ.

- Total implementation cost is typically about 1/6th of a full ERP such as Xledger, while still getting advanced consolidation, BI reporting, and multi-entity functionality.

AccountsIQ can be lower-cost than on-premise systems because it removes the need for servers and local infrastructure—hosting, backups, and upgrades are included in the cloud subscription. Updates are delivered centrally, reducing the IT time and expense associated with version upgrades, patches, and local installs. It’s also designed as a mid-market cloud finance system rather than a large ERP, which typically means a faster implementation and lower project costs than traditional on-premise ERP rollouts. As your charity grows, you can add users, entities, and integrations without needing a major re-platforming exercise.

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New users can start with AIQ Academy, AccountsIQ’s online e-learning platform with structured courses, videos and guided learning. They can also use the online help resources (how-tos and support articles) available on the web and from within the product.

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Yes—users can access online help resources and structured training through AIQ Academy to resolve common questions without logging a ticket. Users can also utilise Smart Help within the platform to find useful resources.

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AccountsIQ support is 100% UK & Ireland based, with a 27 minute average response time.

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Use the support option inside your AccountsIQ instance (where your organisation’s ticket route is configured), or go via the AccountsIQ contact/support page and select Support.

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Yes. The AIQ Academy is CPD Certified, meaning you can earn valuable CPD points upon completion of our AIQ Academy courses.

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Yes. Because AIQ Academy is web-based, it’s ideal for hybrid and remote teams—users can access training from anywhere, learn at their own pace, revisit modules when needed, and onboard new starters without relying on in-person sessions.

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The AIQ Academy includes structured e-learning modules, videos, and guides covering key AccountsIQ workflows.

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The AIQ Academy is included in the cost of the AccountsIQ platform. allowing users to build deeper skills in areas like reporting and consolidation.

AIQ Academy is AccountsIQ’s online learning platform. It helps users learn the system, onboard new team members faster, and build deeper skills in areas like reporting, consolidation, and AP.

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AccountsIQ is typically 5x faster to implement than ERP projects—often measured in weeks rather than months, depending on complexity—so you reach go-live, adoption and reporting/automation benefits sooner.

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Yes. AccountsIQ's onboarding and support are provided in-house, with 100% of the support team based in the UK & Ireland, and it is commonly implemented on shorter timelines than ERP-style projects. In practice, that can mean less dependence on third-party consultants and more direct access to the AccountsIQ team.

AccountsIQ is positioned as a faster-to-implement alternative to ERP-style systems like Sage Intacct, which often require more customisation and longer projects. AccountsIQ typically claims up to 5x faster implementation than full-scale ERPs, with onboarding delivered in-house in the UK/Ireland, meaning you can usually get to go-live and ROI sooner—especially for multi-entity groups.

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Yes. AccountsIQ has a support team fully based in the UK and Ireland, which is especially relevant for organisations that want local support coverage and context.

Yes, our support teams are 100% UK and Ireland based, and outside of business hours, you can access our online training and support resources any time and from anywhere.

To contact support, please email us at support@accountsIQ.com or submit a ticket using the support icon in the top left corner of the system.

AccountsIQ offers comprehensive training and support throughout the onboarding phase to ensure your team can confidently use the system.  

Post-onboarding, our expert support team provides ongoing technical assistance and expertise. You can also access a wide range of online training resources in our award-winning AIQ Academy which provides comprehensive video training and help articles for self-service.