Help your clients run better businesses.
For accountants, bookkeepers, advisors and anyone who supports small businesses. Free for every business you work with.
Accountant access
The owner invites you to their business.
- Books, invoices and expenses
- GCT return figures, ready to check
- Payroll, SO1 and SO2 figures
- Reports and the month-end checklist
Advisor view
The owner switches advisor sharing on.
- Formalization stage and compliance health
- Readiness band and progress over time
- Never individual sales, customers or staff pay
Who it's for.
Anyone whose work gets easier when a small business keeps good records.
Accountants and bookkeepers
Sales, bills and receipts land in the books as they happen. You check the figures instead of chasing a shoebox of receipts.
Business advisors and consultants
See where a client stands, what is overdue and what is holding them back, before you sit down together.
Development centers and programs
Follow a cohort from informal to registered and ready, and report to funders from consented figures.
Associations and chambers
Offer members a free business system, and see how the membership is doing with each member's permission.
Other business services
Payroll bureaus, tax preparers, registration agents and trainers. Work from records your clients already keep.
Free for your clients
Every business uses the same free Operate. You pay nothing to bring clients, and they pay nothing to join.
Clean books, without the chasing.
Your client runs the register, snaps receipts and sends invoices. Operate keeps the double-entry books underneath, so month end starts from figures, not paper.
- Every sale, refund and void posted, with a reason on record.
- Receipts captured with input GCT, confirmed by the owner.
- GCT return and payroll figures prepared for you to review.
- Corrections made by reversal, so the history always adds up.
- No access to the register or settings unless the owner gives it.
Coming next One view across all your clients, for firms.
Profit and loss for a sample business. Sample data.
Getting started together.
Bring one client or a whole cohort. Each business signs up for itself and stays in charge of its own records.
Tell us who you work with
How many businesses, what kinds, and what you help them with.
Your clients sign up
Each one sets up their business in four moves.
They let you in
The owner invites you as their accountant, or switches advisor sharing on.
You work from their records
Only what the owner chose, for as long as they choose.
For programs and associations.
A cohort view
Where each business is: informal, registered, GCT registered or growing. See who is moving and who is stuck.
Compliance health
Which businesses are on top of their deadlines, and which need a call.
Program reporting
Reports for funders, built from consented figures. Small numbers are hidden, so no single business can be picked out.
Referrals
Point a business to the program or service that fits. The business sees the referral and decides what to do.
The owner holds the keys.
Nothing is shared until the owner says so, and they can take it back in one tap.
Readiness is information, not advice. Programs are shown as "you may be ready for", never "you qualify", and each carries a "last checked" date.
Work with small businesses?
Tell us who you work with and what you would like to see. We'll take it from there.