Ireland
USA
Reporting
Create smart and customised reports to suit your business.
Check key figures to see sales for the month, confirmed orders, accounts receivable and your current bank position. Drill-down tables to see a further analysis.
Key Figures
Banner figures can be defined in settings to show your current Bank position, who owes you money and who you owe money to.
Charts
Pie, Bar and Funnel charts are all available with drilldown on the legends.
Reports
Surf Accounts reports cover every aspect of your business reporting needs. From detailed sales invoice analysis to a Trial Balance.
Customise
Create customised dashboards for your staff. Let sales staff see only the sales pipeline and accounts and executives to see only bank positions.
Drilldown
Every figure displayed on the charts and tables of the dashboard can be drilled down into the detailed report analysis of that summary figure. You can make selections from the drill down report screen if you want further analysis.
You're in good company
Key Features
Online Invoicing
Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more
Bank Reconciliation
Connect your bank accounts to Surf Accounts for simple Bank Reconciliation. Read more
Business Divisions
Take sections of your business and measure their costs and profitability by division.
Time Tracking
Record details and keep track of prospects for future reference.
Sales Pipeline
Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more
Surf Accounts App
Run your business on the go with Surf Accounts App. Available for iOS and Android. Read more
Security
Secure and reliable accounting software. Microsoft Azure securely hosted in Microsoft's data centre in India.
Start your FREE 30 day trial now!
No credit card required
Need help or have questions? Lines are open Monday-Friday 09:00-17:30.
x