Fulcrum Solutions
Industries
ACCOUNTING

Less chasing. More advising.

Month‑end, BAS, onboarding, the repetitive stuff that eats your team's best hours. We automate the collection and reconciliation so your people do the work clients actually pay for.

  • Automated client data collection
  • Xero / MYOB integrations
  • Compliance reminders on autopilot
All industries
No spec needed · Clear pricing upfront · You own what we build
TYPICAL OUTCOMElive
5→1
days to close the month
See it work

The repetitive week, cleared by itself.

Pulling data, reconciling, chasing, reporting, the boring middle runs on its own, every cycle. Your team gets the hours back.

Automations running…
ops.fulcrum.app, Automations · Today
Month-end
0 hrs
saved this run
Pull invoices from Xero
Reconcile payments
Chase late accounts
Update the CRM
Draft month-end report
Time to close the month5 days
SCROLL TO PLAY
Pressure points

Where it hurts, and how we take it off.

The friction that costs accounting the most time and money, and the build that lifts it.

Easing the pressure…
Month‑end eats the week
5 days, every cycle
Chasing clients for documents
endless follow‑ups
Re‑keying between Xero & email
hours of double entry
SCROLL TO PLAY
The shift

Your best people are doing your most repetitive work.

Month‑end, BAS and onboarding eat the hours your team should spend advising. We automate the collection and reconciliation so they don't have to.

The old way
  • Five days to close every month‑end
  • Chasing clients for the same documents
  • Re‑keying figures between Xero and email
With Fulcrum
  • Month‑end closed in about a day
  • Documents collected automatically
  • Tools that talk, no double entry
What we'd build

What we'd build
for accounting.

The mix that moves the needle in your world. Start with one, or bring us the whole problem.

Workflow Optimisation

Find the bottleneck. Remove it.

We map how work really flows through your business, then automate the repetitive bits, the double‑entry, the chasing, the copy‑paste between tools.

See it in action

AI Integrations

Models that earn their keep

We plug AI into the work you already do, drafting quotes, triaging emails, summarising calls, answering customers, without the hype or the lock‑in.

See it in action

Custom CRMs

A system that fits your business

Off‑the‑shelf CRMs make you work their way. We build one that mirrors your pipeline, your job stages, your language, and nothing you don't need.

See it in action
Proof
5→1
days to close the month

A suburban firm was losing a full week each month to manual reconciliation and document chasing. Automating collection and the Xero hand‑off gave that week back to advisory work.

"We closed the month in a day for the first time. The team couldn't believe it."
P
Priya N.
Partner, accounting firm
Good to know

Questions, answered.

Yes, we integrate with the tools you already run, so figures flow through without anyone re‑typing them.

Data is encrypted, access is scoped per staff member, and nothing leaves systems you control. We treat client financials as the sensitive data they are.

We build alongside your current process and switch over once it's proven, no big‑bang cutover in the middle of BAS season.

Democratising software

Serious software, built for a
small‑business budget.

01

Clear pricing, upfront

You'll know the number before we write a line of code.

02

Start small

Fix one thing first. Watch it pay for itself. Then do the next.

03

You own it

The software and the code are yours, no per‑seat fees forever.

If it saves you ten hours a week, it pays for itself in a month, without breaking the bank.

Built for accounting, built around you.

A free, no‑pressure 30 minutes. Tell us where your time goes and we'll show you what we'd build.

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