Run your entire business finances in one place.

Most teams want the same few outcomes: predictable cost (not endless add-ons and modules), faster month-end with fewer workarounds, and clear visibility across a client list. The friction often shows up as price creep and tiered limits, inconsistent or slow support, and tool sprawl when invoicing, reporting, and other pieces don’t line up in one place. Breeze combines invoicing and accounting in one platform for the business, and a free accountant portal for your practice, so you can work from a consistent setup on each file.

Accountants and bookkeepers can use the practitioner tools free, while each client’s business is on a straightforward paid plan. That keeps practice-level software costs predictable and reduces debate about how to pass software spend through to every engagement. Start with the free accountant portal.

Yes. Breeze includes data migration to support a structured, seamless move—so you are not re-keying opening balances, master data, and history from another system by hand. We can help you plan the cutover and what to bring across, file by file. Once live, a robust audit trail in Breeze means changes and activity are traceable for review, workpapers, and any follow-up with the client or regulator.

Yes. The accountant view is built for real practice workflows: you can export what you need for files, year-end, and handoff—alongside built-in financial and management reports so you are not retyping numbers into spreadsheets to finish the job for the client.

Yes. You can create and post journal entries for year-end, corrections, and accruals so the ledger stays clean and complete under your sign-off, without asking the business user to do technical bookkeeping they should not have to touch.

Breeze supports client period management so the practice can open, close, or control the active posting period: you decide when a month is ready for handoff, when to lock prior periods, and when exceptions are allowed—so day-to-day users cannot accidentally post into the wrong year or past a closed month-end.

Breeze keeps core work—quotes, invoices, expenses, and key financial reports—in one product, with client access to invoices, quotations, and statements so business owners are not pinging the practice for the same files. That pairs with the accountant portal for oversight and advisory without a separate “stack” to wire up for every client.

Where each client is a silo, teams waste time on context-switching and duplicate admin. Breeze is designed for practice-level overview and clearer collaboration with each client, so you spend less of the week logging in everywhere and more on review and advice.

Yes. Your team can work the expense queue: accept what is appropriate, or reject with clarity when documentation or policy does not support a claim. That keeps spend and VAT treatment defensible and reduces rework when the year-end pack comes around.

Yes. Breeze includes payment workflows so the practice (or the business, within your controls) can record and apply customer payments, match them to open invoices, and keep the debtors’ ledger in shape—without duplicate entries between “bank” and “sales”.

Yes. You can upload bank statements and drive reconciliation and matching from real bank activity, not only manual typing from PDFs. That is the same kind of source-document discipline regulators and reviewers expect, with less manual error.

Breeze offers email, live chat, and phone to both businesses and practices, so you have a path when deadlines bite. Data lives in highly secure, fault-tolerant data centers, with role-based access so each client’s data stays logically separate from the next. The product’s robust audit trail underpins governance—so you can show who did what, when—for internal review and for working with professional bodies. We are proud to be associated with the Chartered Institute for Business Accountants (CIBA). For training and onboarding, book a session or watch our walkthrough on YouTube.