Built for the people who keep the books
Matrix is designed around how accountants, bookkeepers and finance teams actually work: many sets of books, careful access, and numbers that stay put once they're reported.
Every client under one login
Immutable posted history
Period locks that hold
A role for tax advisors
All your clients, one login
Switch between clients' books without signing out, pin the ones you work on most, and never post to the wrong entity — every screen shows whose books are open.
- Switch businesses instantly
- Pinned clients in the menu
- Per-business pricing each client can own
Close-up of the Matrix 'Switch business' dialog with a list of client names and pinned stars.
A ledger an auditor would design
Posted entries are never edited in place; corrections are reversing entries linked to the original. Soft and hard period locks protect closed periods, and every report drills down to the journals behind it.
- Immutable posted history
- Soft and hard period locks
- Drill-through on every report
A journal entry in Matrix with a 'Reversed by' link to its correcting entry.
Access that fits the engagement
Clients invite you at no cost. A tax advisor role can read everything and record a BAS as lodged — and can't post anything by accident.
- Owner, full-access and tax advisor roles
- No per-user fees
An invitation email to join a client's books in Matrix as 'Tax advisor'.
Conversions without guesswork
Bring a client across from another system with opening balances, unpaid invoices and bills, and a reconciliation report that proves everything agrees before you commit.
- Opening balances, invoices and bills in one step
- Reconciliation report before you commit
A migration reconciliation report in Matrix with every check marked 'Reconciled'.
Frequently asked questions
Who pays for a client's subscription?
Either. Each business has its own subscription; you can hold it on your practice's account or the client can hold it and invite you.
Can a tax advisor post journals?
Not with the tax advisor role, which reads the books and records BAS lodgements. Give full access where you need to post.
Can posted transactions be edited?
No. That is deliberate: a posted entry is corrected by a new entry that reverses it, so the audit trail is the record itself.
Also in Matrix
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.