Features

Your books, your customers and your work — in one place

Matrix brings together accounting, a CRM and project boards, all included in one price per business. No add-ons to buy, and no charge for the people you invite.

Three overlapping screens: the accounting dashboard, the CRM opportunity board and a Planning board, arranged like a fanned hand of cards against a soft gradient background.

Accounting

Matrix is double-entry accounting for Australian businesses, from sole traders to companies of around 250 people. Invoice, pay bills, reconcile the bank and prepare your BAS in one place, on books your accountant will trust.

Explore Accounting

CRM

Most CRMs stop at the handshake. Matrix CRM carries on into the quote, the invoice and the payment — because your contacts, your pipeline and your books are the same system.

Explore CRM

Planning

Matrix Planning gives every team a place to organise the work: boards of lists and cards, with checklists, due dates, comments and reminders. It sits beside your books and your CRM, so the work and the business are in one place.

Explore Planning

Included on every plan

Invoicing and quotes

Online invoices, quotes, credit notes and automatic reminders.

Bank reconciliation

Bring transactions in and match them to your records.

GST and BAS

Cash or accrual, with workpapers that drill to every transaction.

Multi-currency

Invoice and bill in any currency, with revaluation.

Inventory

Items, stock on hand and stocktake adjustments.

Projects and time

Budgets, time recording and project profitability.

Fixed assets

Asset register and depreciation schedules.

Reports

Profit and loss, balance sheet, trial balance and more, with Excel and PDF export.

Security

Passkeys, multi-factor sign-in and Australian data residency.

Matrix for your industry

Small businesses Retail Online businesses Accountants & finance Hotels & hospitality Travel & tourism Architects & design IT & technology Real estate Legal SaaS Nonprofits

Try Matrix free for 30 days

30 days free, no card needed. One price per business, and every user is included.
Charities and not-for-profits get 50% off.

Start your free trial See pricing