Bookkeeping Software Features for Accountants and Bookkeepers

Team Nomi

Sep 28, 2026
9 minutes read

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Bookkeeping involves more than recording income and expenses. Accountants and bookkeepers also need to manage bank transactions, receipts, invoices, VAT returns, reports, and client information. Doing these tasks manually can take hours, especially when managing multiple clients.

The right bookkeeping software can automate routine work, reduce manual data entry and keep financial information organised. For accounting firms, it can also make it easier to collaborate with clients and connect bookkeeping with other accounting processes.

Nomi is cloud-based accounting and bookkeeping software built for UK accountants and bookkeepers. It combines bookkeeping, bank feeds, VAT, invoicing, reporting, payments and tax workflows in one platform.

What features should bookkeeping software have?

Here are the features that make Nomi suitable for accountants and practices looking for bookkeeping software for accounting firms as well as broader accounting workflows.

Bank feed integration

Manually downloading bank statements and entering transactions can take considerable time. Bank feeds allow accountants to import transactions directly into bookkeeping software.

Nomi connects to client bank accounts and imports transactions daily. This means accountants can work with up-to-date transaction information without repeatedly downloading and uploading bank statements.

Smart bank rules

Nomi allows you to create bank rules to automate recurring transaction processing. Rules can help categorise transactions and reduce repetitive bookkeeping work.

Easy bank reconciliation

Nomi also makes it easier to match bank transactions with invoices and supplier bills. Its Find & Match feature allows a single payment to be allocated across multiple invoices or bills.

It supports 20+ UK bank integrations, including banks such as Tide, Starling and Monzo.

For software for bookkeepers, automated bank feeds and reconciliation can make a significant difference when managing several client accounts.

Receipt capture and OCR

Collecting receipts from clients is a common bookkeeping task. Paper receipts, emails, and mobile photos create extra work when the information must be entered manually.

The receipt capture feature lets clients take pictures of receipts using the mobile app and upload them directly to the bookkeeping system.

OCR data extraction

OCR technology extracts important information from receipt images, reducing manual data entry and keeping supporting documents connected to the relevant bookkeeping records.

WhatsApp receipt capture

Receipts can also be sent through WhatsApp, with AI extracting key expense information for bookkeeping. This gives accountants a simple way to collect receipts without relying on paper documents or lengthy email exchanges.

For firms that use dedicated receipt and invoice capture tools, Dext integration provides another way to transfer financial data into the bookkeeping system.

Mobile bookkeeping

Bookkeeping does not always happen at a desk. Accountants, bookkeepers and clients may need to create invoices, capture receipts or check payments while away from the office.

Nomi’s mobile app is available for iOS and Android devices. Users can create sales invoices, capture receipts and track payments from their mobile devices.

For firms looking for software for bookkeepers and accountants, mobile access can make it easier for teams and clients to keep financial information updated.

Invoicing and payment processing

Creating invoices and tracking payments are important parts of bookkeeping. Good software should connect these activities with the accounting records to reduce duplicate work.

Nomi allows users to create and send branded sales invoices from desktop or mobile devices. It also supports recurring invoices and payment processing.

Integrated payment options

Nomi connects with payment services including:

• • NomiPay
  • GoCardless
  • PayPal
  • Stripe

These integrations allow payments to be connected with the bookkeeping workflow instead of managing payment information separately.

Recurring invoices and transactions

Many businesses have regular transactions, such as monthly subscriptions, service fees, and recurring expenses.

Nomi supports recurring invoices and journals, helping automate transactions that follow a regular pattern. This can reduce repetitive data entry and make routine bookkeeping tasks easier to manage.

MTD VAT filing

VAT compliance is an important part of bookkeeping for many UK businesses.

Nomi is HMRC-recognised MTD software that allows accountants and bookkeepers to prepare and submit VAT returns directly to HMRC. This means the bookkeeping, VAT review and submission process can be managed within the same system.

It also supports different VAT schemes, including standard VAT, flat rate VAT and cash accounting VAT.

For accounting practices, keeping bookkeeping and VAT filing in one system can reduce the need to transfer information between separate applications.

Financial reporting

Bookkeeping software should not only record transactions. It should also make financial information easier to review and report.

Nomi provides financial reports that help accountants and clients understand business performance.

Key reporting features include:

• • Profit and loss reports
  • Balance sheet reports
  • Trial balance
  • Aged debtors
  • Aged creditors
  • VAT reports
  • Comparative reporting
  • Drill-down transactions
  • Portfolio-wide reporting

Reports can be downloaded as PDF or Excel files. Accountants can also view individual transactions and compare different reporting periods.

Portfolio-wide reporting

For accounting firms managing multiple clients, portfolio-wide reporting can make it easier to review information across the client base from one platform.

This is particularly useful for bookkeeping software for accounting firms, where teams may need to monitor several client accounts and reporting periods.

Secure client access

Client collaboration is an important part of modern bookkeeping.

Nomi provides individual logins that allow clients and team members to access relevant financial information. This gives clients access to invoices, reports and other information while accountants retain visibility and control over the bookkeeping process.

Accountants can also send customised communications while keeping client information within the connected workflow.

Professional invoicing

Professional invoices can help businesses maintain consistent communication with their customers.

Nomi allows users to create and send branded sales invoices from desktop or mobile devices. This means invoices can be prepared as part of the same bookkeeping workflow rather than being created in a separate system.

Payroll journal integration

Payroll information can create additional bookkeeping work when payroll and accounting systems are separate.

Nomi supports payroll journal integration, allowing payroll journals to be posted automatically without manually entering the same information into the bookkeeping records.

This can help reduce duplicate data entry and keep bookkeeping records aligned with payroll information.

Automated Final Accounts

Bookkeeping data can also feed into the accounts production process.

Nomi states that around 85% of FRS 105 company accounts can be prepared automatically, ready for review and filing. This can reduce repetitive accounts preparation work for accounting practices.

Corporation Tax and Self Assessment

Nomi extends beyond basic bookkeeping by connecting bookkeeping information with tax workflows.

Accountants can prepare and submit CT600 returns through the platform. Self Assessment returns can also be populated using bookkeeping data already stored in Nomi.

This can be useful for firms that want their bookkeeping and tax processes to work together rather than operating across several disconnected systems.

Dext integration

Some accounting practices use dedicated tools for receipt and invoice data extraction.

Nomi integrates with Dext so invoices, receipts, customer information and supplier information can flow into the bookkeeping system. This can help reduce manual data entry and keep source documents connected with financial records.

Cloud-based access

Nomi is cloud-based, accountants and bookkeepers can access client bookkeeping information without relying on a single desktop installation.

This supports remote working and collaboration between accountants, staff and clients. Users can also work through Nomi’s mobile application when they need access away from their desk.

Choose Nomi for bookkeeping and accounting workflows

Bookkeeping software should do more than record financial transactions. It should help your practice reduce repetitive work, keep client information organised and connect bookkeeping with the wider accounting process.

Nomi brings bank feeds, bank reconciliation, receipt capture, invoicing, payments, VAT filing, reporting and client access into one cloud-based platform. It also connects bookkeeping with Final Accounts, Corporation Tax, Self Assessment and payroll workflows.

If you are looking for software for bookkeepers or software for bookkeepers and accountants, Nomi offers a connected way to manage client bookkeeping and related accounting tasks.

Start with a 30-day free trial and explore how Nomi can fit into your accounting practice.

Frequently asked questions

1. How to secure real-time payments in accountants?
   Ans: Use secure payment gateways, strong authentication, encryption and software that protects client and payment data.
2. How to choose bookkeeping software with bank syncing in the UK?
   Ans: Look for secure bank feeds, automatic transaction imports, reconciliation tools, UK bank connections and easy-to-use reporting.
3. How do you choose bookkeeping automation software for multi-client practices?
   Ans: Choose software with bank feeds, client management, automation, reporting and tools that let you manage multiple clients easily.
4. How to automate real-time payments in accountants?
   Ans: Use secure payment integrations that connect with your accounting software and automate payment collection, matching and recording.
5. How does accountancy software support a firm’s ability to offer bookkeeping as a managed service?
   Ans: It brings bookkeeping, bank feeds, reporting and client access together, making it easier to manage bookkeeping on clients’ behalf.
6. What features should bookkeeping software include?
   Ans: Key features include bank feeds, reconciliation, receipt capture, invoicing, reporting, client access and secure cloud-based access.
7. What is the easiest bookkeeping automation solution for bookkeepers?
   Ans: Choose software with simple navigation, automatic bank feeds, receipt capture, reconciliation and clear reports to reduce manual work.