Running a business in Ireland is no small task, and once you’ve set up a limited company, there’s more to it than just finding customers and doing the work. Keeping your accounts in order and staying compliant with Revenue and the CRO is a must — not just to avoid fines, but to keep your business running smoothly.

Whether you’re a one-person consultancy or a small team managing e-commerce, this guide is here to help you understand how bookkeeping works, how to keep it simple, and what happens at year-end.

1. What Is Bookkeeping & Why Does It Matter?

Bookkeeping is just a fancy way of saying keeping track of what comes in and what goes out of your business. It’s not about being a maths whizz — it’s about knowing:

• What you earned
• What you spent
• Who owes you money
• What you owe to Revenue and others

Done right, bookkeeping helps you stay on top of your cash flow, make smart decisions, and avoid trouble with tax returns or penalties. Done wrong, and you’ll end up handing your accountant a shoebox of receipts — and a bigger bill.

2. How to Keep Your Books – Step by Step

Here’s a simple process any Irish limited company can follow:

Open a Business Bank Account

Keep personal and business money completely separate — this saves hours of confusion later.

Record All Sales

Whenever you invoice a client, log the details: date, customer, amount (including VAT if applicable), and when it’s due. Keep a copy of every invoice.

Track All Purchases and Expenses

Bought a laptop for work? Paying for Canva, QuickBooks, or stock images? Save the receipts and enter them into your system.

Reconcile Bank Statements

Once a month, go through your bank statements and match every transaction with your own records. If something’s missing or looks odd — you’ll spot it quickly.

Keep on Top of VAT (if registered)

• Record VAT on every sale and purchase
• File returns every two months (most common)
• Save all VAT invoices — Revenue can audit at any time

Payroll (if you have staff or pay yourself a salary)

Use payroll software to calculate PAYE, USC, PRSI, and report it to Revenue (ROS) in real-time. If you’re a director, you’re also considered an employee.

Use Simple Tools

Even a basic accounting tool like Xero, QuickBooks, or Surf Accounts can make life a lot easier. Or you can use Excel — just keep it tidy.

3. Smart Tips to Save Time (and Accountant Fees)

Here’s how to keep your books tidy and your accountant happy:

• Email or scan receipts once a week – don’t let them pile up
• Use categories like Rent, Advertising, Software, Mileage
• Use cards or bank transfers – avoid messy cash
• Store documents by month – easy for referencing
• Note unusual items (e.g. personal reimbursements or deposits)

The cleaner your books, the cheaper your accountant’s fee — it’s that simple.

Download a Business_Expense_Tracker

4. What Bookkeeping Might Cost You

Bookkeeping fees depend on the size and complexity of your business. Here’s a rough guide:

Monthly Bookkeeping Costs

Type of Business	Monthly Cost (ex. VAT)	Notes
Solo Consultant	€100 – €150	Low volume, no VAT
Small VAT-Registered	€150 – €300	30–100 transactions/month
E-commerce or Services	€300 – €600	Stripe, PayPal, VAT, etc.
Larger Company	From €600+	Multi-accounts, payroll

Add €25–€40/month per staff member if payroll is needed.

Catch-Up Work (Historical)

Catch-up or historical work refers to the process of rebuilding or cleaning up your accounts when bookkeeping hasn’t been done properly — or at all — for a certain period of time.

This could involve:

• Sorting through 6–12 months of bank statements, receipts, and invoices
• Recreating sales and purchase records
• Filing overdue VAT returns
• Preparing for late CRO or Revenue submissions

It’s a common need for busy business owners who’ve focused on running their business and let the admin slide — no judgement! But the longer you leave it, the more time and cost it takes to get back on track. Starting early saves stress (and money).

Months Missed	Estimated Fee	What’s Included
3 Months	€250 – €450	Sales, purchases, 1 bank account
6 Months	€500 – €900	Adds VAT returns & tidy-up
12 Months	€900 – €1,800	Full year, ideal for CRO/Revenue filing
More than 1 Yr	From €1,500+	Custom quote after reviewing records

If you’ve left your books untouched, it’s never too late — but catching up will cost more. Best to stay on top of it monthly.

5. What Happens at Year-End – Compliance Made Simple

Here’s what every limited company in Ireland needs to do at the end of their financial year:

Annual Accounts

Prepared by your accountant, these include:

• Profit & Loss Account
• Balance Sheet
• Notes to the Accounts

Even if you’ve made no money — you still need accounts.

Corporation Tax (CT1)

• Due 9 months after your year-end
• Must be filed by the 23rd of that month
• You’ll also pay your tax by this date

CRO Annual Return (Form B1)

• First one is due 6 months after setup (no accounts)
• After that, due every year with full accounts
• Filed on the CORE platform

How to Check if Form B1 Has Been Filed

Option 1: Use the CRO Company Search

1. Go to: https://core.cro.ie
2. Click on “Company Search” (top right).
3. Enter your company name or number.
4. Click on your company name in the results.
5. Scroll to see:
   • “Next Annual Return Date” – tells you when the next B1 is due.
   • “Last Annual Return Filed” – shows the date it was submitted.
   • You can also view/download past B1s under the “Submissions” tab.

Option 2: Log into Your CORE Account

If you’re the director, secretary, or agent:

1. Login to your company’s CORE account at https://core.cro.ie
2. Go to “My Submissions”
3. You’ll see the status of each filing – including if the latest B1 has been:
   • Drafted
   • Submitted
   • Received
   • Registered

How to Set Up a CORE Account (for CRO Filings)

Here’s how to set up your own account on the CRO’s CORE system if you want to monitor submissions directly:

Step-by-Step:

1. Go to: https://core.cro.ie
2. Click “Register” at the top right.
3. Fill in:
   • Your name, email, and phone
   • Choose a username and password
4. After registering, verify your email.
5. Log in and click “My Companies”
6. You can now:
   • File annual returns
   • View submission history
   • Download certificates
   • See deadlines

Handy Tip:

Set calendar reminders for:

• 6 months after incorporation (for the first B1)
• Every 12 months after that for your ongoing returns

If you’re unsure or can’t find the info, your accountant or company secretary should be able to check it quickly via CORE or their filing software.

RBO (Register of Beneficial Ownership)

• Must be filed within 5 months of incorporation
• Update any time the ownership changes

What Is the RBO?

The RBO is a separate register from the CRO. It records who ultimately owns or controls the company.

“Beneficial Owner” = A person who owns more than 25% of the company’s shares or voting rights, or who otherwise controls it.”

How to File or Update the RBO

1. Visit: https://rbo.gov.ie
2. Login or register (you’ll need a MyGovID or ROS certificate)
3. Provide:
   • Company number
   • Beneficial owner’s full name, PPSN, DOB, residential address
   • % of shares owned or nature of control
   • Date they became a beneficial owner
4. Submit electronically — no fee for initial or updated filings

Penalties for Non-Compliance

• Failure to file RBO = criminal offence
• Fines of up to €500,000
• Can delay opening a business bank account, applying for funding, or tendering for contracts

Good Practice for Accountants

• Keep a copy of the internal RBO register with client records
• Set a review reminder (e.g. annually or at AGM)
• Re-file if:
  • Shares are transferred
  • New directors gain control
  • Existing beneficial owners resign or reduce shareholding below 25%

6. Deadlines & Penalties – What You Could Face

Missed Task	Penalty or Consequence
Late B1 Filing	€100 + €3/day (up to €1,200), audit exemption gone
Late CT1 Filing	5% surcharge if <2 months late, 10% if more
Late VAT Return	Interest + possible Revenue audit
RBO Not Filed	Criminal offence, fines up to €500,000

Missing even one deadline can be costly — not just in money but in admin headaches.

Estimated Fee Structure for CRO Annual Return Submission

Service Type	Typical Fee (ex. VAT)	Notes
B1 Submission Only (client prepares accounts)	€50 – €100	Straightforward, no financial formatting
B1 Submission + Financial Statement Upload	€100 – €250	You handle tagging, formatting, digital signatures
B1 + Year-End Accounts Preparation (small co.)	€350 – €750+	Includes full accounts prep, director reports, tax calcs
Late B1 Filing Support	€100 – €300 extra	Handling penalties, loss of audit exemption, backdating

7. Real-Life Example: Graphic Design Studio

Jane runs a graphic design business in Galway. She has one staff member and is VAT registered.

• 40–60 transactions/month
• Uses Stripe and bank account
• Pays herself via payroll

Her setup looks like this:

Task	Cost
Monthly Bookkeeping	€200
Payroll (1 employee)	€20/month
Annual Accounts & CT1	€750
CRO Annual Return (B1)	€50
Total Annual Spend	~€3,130/year

Jane keeps her receipts digital, reconciles her bank monthly, and avoids any late fees. Her accountant loves her.

8. In Summary

If you run a limited company in Ireland, bookkeeping and compliance are part of the job. They might not be the flashiest tasks, but they’re essential.

• Stay organised each month
• File everything on time
• Use a decent bookkeeper or accountant

It’ll save you money, reduce stress, and let you focus on growing the business you love.

Frequently Asked Questions (FAQs)

Filing Year-End Accounts in Ireland

If you’re self-employed or a sole trader, you can file your Income Tax Return (Form 11) through myAccount. This allows you to:

• Declare additional income
• Claim tax credits and reliefs
• Get a Statement of Liability
• Request refunds for any overpaid taxes

However, if you’re filing as a company, you’ll need to submit your year-end accounts in iXBRL format via ROS. This includes:

• Directors’ report
• Auditor’s report
• Statement of profit and loss
• Balance sheet
• Statement of cash flows
• Statement of changes in equity
• Notes to the accounts
• Detailed profit and loss account

For more detailed guidance on submitting financial statements in iXBRL, you can check out Revenue’s official page here: Revenue.ie – Submitting Financial Statements.

Steps to File Your Year-End Accounts

1. Register for ROS: If you haven’t done so already, you’ll need to register for ROS (Revenue Online Service). You’ll also need a digital certificate, which you can get through myAccount. For more details on registering, check out this guide: ROS Registration Instructions.
2. Prepare Your Financial Statements: Make sure your financial statements are in the correct iXBRL format. You may need accounting software or a professional accountant’s help to generate these.
3. Sign in to ROS: Once you’re registered, sign in to ROS at revenue.ie – ROS Sign In.
4. Submit Your Financial Statements: Head to the relevant section on ROS for submitting your financial statements, then follow the instructions to upload your iXBRL files.
5. Complete the Corporation Tax Return (CT1): Along with your financial statements, you’ll also need to complete and submit your CT1 form, which is also done through ROS.

A Few Important Things to Keep in Mind:

• myAccount vs. ROS: myAccount is mainly for personal taxes, while ROS is designed for businesses and tax agents, so your company tax filings should go through ROS.
• Deadlines: Make sure you’re aware of the deadlines for filing your returns to avoid any penalties.
• Professional Help: If you’re unsure about preparing your iXBRL statements, it might be worth speaking to an accountant or tax professional.

Need Help? Talk to Forti

At Forti, we work with Irish businesses every day — from start-ups to established SMEs. Whether you’re behind on your books or just want someone to take care of it every month, we’re happy to help.

Let’s make bookkeeping simple.

With more Irish businesses turning to online tools and cloud-based accounting systems, the importance of keeping your financial data safe has never been greater. Your accounts hold some of the most sensitive information in your business—bank details, payroll figures, invoices, Revenue records—and all of it is a goldmine for cybercriminals.

While digital tools make running your business easier, they also open the door to risks. It’s not just large corporations being targeted—small businesses are increasingly falling victim to scams, hacks, and data breaches.

In this post, we’ll look at why cybersecurity should be a priority in your day-to-day accounting, the types of threats you need to be aware of, and what you—and your accountant—can do to stay protected.

Why Cybersecurity Matters in Accounting

Whether you’re a sole trader, a family-run firm, or a growing SME, your accounting systems are full of information that fraudsters would love to get their hands on. A single security slip could lead to financial losses, damage to your reputation, and serious legal trouble under GDPR.

Many businesses assume that once they move to a cloud platform like Xero or QuickBooks, they’re automatically protected. And while these providers do have strong security measures in place, that’s only half the job. The other half comes down to how you use the system, who has access, and how careful your team is.

Common Cyber Threats in Accounting

1. Phishing Scams

You get an email that looks like it’s from your accountant or bank, asking for login details or payments. One wrong click and your information is gone.

2. Ransomware Attacks

A type of malware that locks you out of your system until you pay a ransom. Your accounts are effectively held hostage.

3. Weak Passwords

If you’re still using “password123”, you’re making it far too easy for someone to break in.

4. Unsecured Devices

Logging into your accounts on a public Wi-Fi network or a shared device puts you at serious risk.

Real Case: A Costly Mistake in Limerick

A small marketing agency in Limerick was targeted by a phishing scam. An email that appeared to come from their accountant asked them to make a “routine payment” to a new supplier. They didn’t double-check—and €8,000 disappeared into a fake account. The money was never recovered, and the company ended up facing a Revenue audit due to the incident.

This just shows that cyber threats are not a big-company problem—they can affect any of us.

Steps You Can Take to Stay Protected

• Use Strong Passwords – Avoid using the same password across multiple platforms. Use a mix of letters, numbers, and symbols.
• Enable Two-Factor Authentication (2FA) – It adds an extra layer of protection when logging in.
• Keep Software Updated – Don’t ignore update reminders—they often fix security issues.
• Limit Access – Only give accounting access to people who genuinely need it. Review user permissions regularly.
• Train Your Staff – Everyone should know how to spot a dodgy email or pop-up.
  Choose Trusted Providers – Stick with accounting software that has a solid reputation for security.

The Responsibility of Accountants and Advisors

Cybersecurity isn’t just the business owner’s job. Accountants and bookkeepers have a duty to protect the data entrusted to them. Whether working in-house or through an external firm, anyone handling financial information needs to:

• Store client information securely.
• Avoid sharing passwords or sending sensitive documents by email without encryption.
• Educate clients on safe practices.
• Choose software with built-in security tools.
• Report suspected breaches immediately and support clients in responding to incidents.

At Forti, we take this responsibility seriously. We use secure systems, limit access on a need-to-know basis, and work closely with our clients to ensure they understand how to keep their information safe. We don’t just manage your books—we help protect your business.

Conclusion

In today’s digital world, accounting and cybersecurity go hand in hand. The good news is that protecting your financial data doesn’t have to be complicated—it just takes a bit of care and consistency.

Whether you’re using cloud tools or working with an accountant, make sure your systems and habits are set up to keep your business safe.

If you’d like a hand reviewing your setup or want support moving to a secure online system, get in touch with us at Forti. We’ll guide you every step of the way.

Frequently Asked Questions (FAQs)

Sustainability isn’t just a buzzword anymore—it’s become a vital part of how we do business here in Ireland. From climate targets to consumer expectations, businesses are under more pressure than ever to show they’re doing their bit for the environment. But how do you actually measure that? And more importantly, how do you report on it in a way that matters?

That’s where green accounting comes in. Also known as environmental accounting, this approach helps businesses track the environmental impact of their operations and include that information in their financial reporting. It’s about giving a more rounded picture—not just profits and losses, but carbon and waste too.

In this article, we’ll break down what green accounting means, why it matters to Irish businesses, and how to get started in a practical, no-nonsense way.

What is Green Accounting?

Green accounting is the practice of including environmental costs and benefits in your financial reporting. It might sound complicated, but the idea is fairly straightforward: if your business affects the environment, those effects should be reflected in your figures.

That could include:

• The cost of dealing with waste and emissions
• Spending on eco-friendly upgrades (like energy-efficient lighting or electric vehicles)
• Savings from sustainability initiatives

Any taxes, fines, or incentives linked to environmental performance
It’s a way to make your accounts reflect the real impact your business is having—not just financially, but environmentally too.

Why Green Accounting Matters in Ireland

• Legislation is changing – Between EU climate rules and Ireland’s own targets, it’s only a matter of time before more businesses are required to report on their environmental footprint.
• Investors and customers care – More and more, people want to deal with companies that are honest about sustainability. It’s not just about being ‘green’—it’s about being transparent.
• Better business decisions – Knowing the environmental cost of your choices helps you manage resources better, avoid waste, and uncover new ways to save money.

Reputation and trust – Clear reporting builds trust. Whether it’s with clients, staff, or stakeholders, people respect a business that’s upfront about both its successes and its challenges.

What Does Green Accounting Actually Measure?

Every business is different, but here are a few things that often show up in environmental reports:

• Energy and water usage
• Emissions and carbon footprint
• Waste and recycling performance
• Eco-friendly investments and their returns
• Grants or penalties linked to environmental action (or inaction)

Some businesses go even further, assigning financial values to things like biodiversity or air quality. It depends on your industry and what matters most to your operations.

Case Study: Going Green in Dublin

How to Get Started with Green Accounting

• Pick a starting point – Don’t try to measure everything at once. Start with energy usage or waste management and build from there.
• Use a framework – Standards like the GRI (Global Reporting Initiative) or EU Taxonomy can help guide what to track and how to report it.
• Get help – Your accountant or a sustainability advisor can help you set up systems that fit your business.
• Make it part of your regular reports – Don’t bolt it on as an afterthought. Integrate it into your monthly or quarterly updates.
• Be honest – It’s okay to have areas that need improvement. What matters is showing you’re tracking progress and making an effort.

The Role of Accountants in a Greener Economy

Accountants aren’t just number crunchers—they’re business advisors. And as businesses shift towards greener models, accountants have a key role in helping track, manage, and communicate environmental impact.

They can:

• Identify environmental costs that often go unrecorded
• Help create budgets and forecasts that reflect sustainability goals
• Align your reporting with global sustainability standards
• Ensure the figures you report are accurate, reliable, and meaningful

At Forti, we work with Irish businesses every day to help them make sense of green accounting. Whether you’re starting from scratch or looking to improve what you already track, we’re here to help.

Frequently Asked Questions (FAQs)

Conclusion

Green accounting is about making sustainability part of how you do business—not just something you talk about. By bringing environmental measures into your financial reporting, you show that your business cares not only about profits, but also about its place in the wider world.

Whether you’re taking the first step or already on the journey, there’s never been a better time to make sustainability part of your bottom line.

“Go green with confidence — Get started with Forti’s sustainable accounting services.”

A comparison of Xero, QuickBooks Online, Sage, and Surf Accounts

When you’re running a business in Ireland, keeping your accounts in good shape is not just about staying compliant — it’s about making life easier. With the right software, you’ll save time, stay on top of your taxes, and get a clearer view of how your business is doing.

At Forti Ltd., we work with businesses of all shapes and sizes, and we’re often asked, “Which accounting software should I use?” To help, we’ve pulled together this guide on four of the most popular platforms used in Ireland: Xero, QuickBooks Online, Sage, and Surf Accounts.

1. Xero

Best for: Tech-savvy SMEs, creatives, eCommerce

Why people like it:

Xero’s clean, easy-to-use dashboard is a hit with Irish startups and small business owners. You can send invoices, connect to your bank, and keep an eye on your cash flow — all from your phone or laptop.

Key Features:

• Live bank feeds from Irish banks
• Easy invoicing and expense tracking
• Great for working with your accountant in real-time
• Works well with apps like Shopify, Stripe, HubSpot, and more

Things to watch:

It can take a bit of getting used to at first, and the pricing can climb if you need lots of features or extra users.

2. QuickBooks Online

Best for: Freelancers, service-based businesses, consultants

Why people like it:

QuickBooks is a long-time favourite for its simple layout and handy mobile app. If you’re new to cloud accounting, it’s a good place to start.

Key Features:

• Track mileage, capture receipts, and send invoices easily
• Link up with your Irish bank
• Connect to ROS for VAT returns
• Good range of financial reports

Things to watch:

Payroll isn’t built-in for Ireland, but it can link up with software like BrightPay.

3. Sage Business Cloud

Best for: Larger SMEs, retail, or anyone who needs strong reporting

Why people like it:

Sage has been trusted by Irish businesses for years. It’s reliable, especially for companies with stock to manage or lots of users who need different levels of access.

Key Features:

Solid Irish VAT and compliance tools

Advanced reporting and audit trail

Inventory and stock tracking

Secure cloud access with full control

Things to watch:

The interface feels a bit older than Xero or QuickBooks, and it can be tricky to set up without a bit of help.

4. Surf Accounts

Best for: Irish SMEs who want a local option with built-in CRM

Why people like it:

Surf Accounts was built with Irish businesses in mind. It’s got all the usual accounting tools but also throws in a built-in CRM, which is great if you’re managing leads and customers.

Key Features:

• Submit VAT returns straight to ROS
• Integrated CRM system for sales and marketing
• Multi-currency support
• Custom dashboards and reports

Things to watch:

Not as many integrations as the bigger players, and the design isn’t quite as slick.

Quick Comparison

Platform	Ideal For	Payroll Support	Irish VAT Ready	Extra Features
Xero	SMEs, eCommerce, modern startups	Via add-ons	✅	1,000+ app integrations
QuickBooks Online	Freelancers, consultants	BrightPay (external)	✅	Mileage tracker, mobile app
Sage	Inventory-heavy businesses	Built-in (paid)	✅	Strong audit/reporting tools
Surf Accounts	Irish businesses & CRM users	Included	✅	Local support, CRM tools

Hubdoc

“Snap it, store it, forget it.”

Hubdoc is a handy app that takes the hassle out of paperwork. Instead of stuffing receipts into a drawer or chasing down invoices at the end of the month, you just take a quick photo or forward them by email. Hubdoc reads the details for you — amounts, dates, supplier names — and sends them straight into your accounting software, with the original document saved for your records.

It’s brilliant for VAT returns, keeps things tidy for Revenue audits, and saves hours of manual entry.

Hubdoc Integrations

Works seamlessly with:

Accounting Software	Hubdoc Integration	Notes
Xero	✅ Full integration	Hubdoc is owned by Xero, making it the most seamless option. Data flows directly into Xero as bills, with documents attached.
QuickBooks Online	✅ Partial integration	Works well for receipt scanning and document storage, but integration isn’t as tight as with Xero. Requires more manual review.
Sage	❌ No direct Hubdoc support	You’ll need to use alternatives like Dext Prepare or manual import methods.
Surf Accounts	❌ No known direct integrations	Hubdoc isn’t supported. You may need to use CSV imports or explore local tools for document capture.

Dext Prepare (Alternative to Hubdoc)

Integrates with:

Accounting Software	Dext Prepare Integration
Xero	✅ Excellent integration
QuickBooks Online	✅ Excellent integration
Sage (various versions)	✅ Supported (Sage Business Cloud, Sage 50, etc.)
Surf Accounts	❌ Not directly supported

Pleo (Smart company cards)

Pleo helps automate employee expenses and integrates well with:

Accounting Software	Pleo Integration	Notes
Xero	✅ Seamless	Automatically syncs receipts and expenses to Xero accounts.
QuickBooks Online	✅ Supported	Supports expense categories and direct syncing.
Sage	✅ Limited versions	Mostly with Sage 50 or Business Cloud. May require middleware.
Surf Accounts	❌ Not officially supported	Manual data handling required.

Summary: Best Pairings for Automation

• Xero + Hubdoc/Pleo/Dext → Most automation, perfect for Irish SMEs looking to modernise
• QuickBooks Online + Dext/Pleo → Very good automation with some manual oversight
• Sage + Dext → Good for more traditional or enterprise setups
• Surf Accounts → Best used for simpler setups with internal document handling

Real-Life Case Study: Manual Processes Holding a Business Back

1. Client: A mid-sized manufacturing company based in Munster
2. Turnover: ~€1 million annually
3. Previous system: Manual bookkeeping using Excel and physical paperwork
4. Team: 10 staff including one part-time admin

The Situation

This manufacturing company came to Forti Ltd. after years of struggling with inefficiencies:

• Delayed accounts: Often missed VAT and tax return deadlines
• Frequent errors: Invoices mismatched, spreadsheet formulas broken
• Paper overload: Boxes of receipts, purchase orders, and handwritten notes
• No real-time view: They never quite knew how much was in the bank or owed in taxes
• Audit anxiety: Incomplete records increased the risk of Revenue fines
• Wasted time: The owner spent weekends catching up on admin tasks instead of growing the business

The Transformation with Digital Tools

We helped them migrate to Xero and layered in tools that took their admin workload down to a minimum:

Accounting Software + Mobile Apps

• Xero: Real-time accounting, automated reconciliation, and financial dashboards
• Hubdoc: Employees snap photos of receipts on their phones; the system extracts the data and uploads it directly into Xero — no more manual entry
• Dext Prepare (formerly Receipt Bank): For scanning, tagging, and uploading invoices or bills from email or mobile
• Revolut Business or Pleo (for expense cards): Linked to Xero for automatic expense tracking

Financial Clarity

• Live dashboards for cash flow and P&L
• Clean, up-to-date data helped them secure a government grant with confidence
• No more chasing down receipts or guessing the VAT owed

Document Handling Cut to Near-Zero

• Receipts and invoices automatically fetched from email (via Hubdoc or Dext)
• Uploaded documents matched with transactions in real time
• Revenue-ready records stored securely in the cloud

Benefits of Going Digital

Using the right mix of accounting software and mobile apps, this business:

• Reduced bookkeeping time by over 60%
• Filed all returns on time (for the first time in years)
• Passed a Revenue audit with zero penalties
• Had confidence to hire more staff and expand operations

What Tools Do You Need?

Here are some apps we often recommend for Irish SMEs:

Tool	Purpose	Works With
Xero	Core accounting platform	N/A
Hubdoc	Scan/upload receipts & bills	Xero, QuickBooks
Dext Prepare	Automated data entry & OCR	Xero, QuickBooks, Sage
Pleo	Smart expense cards	Xero, QuickBooks
BrightPay	Payroll for Irish businesses	Xero, QuickBooks, Sage

How Forti Can Help

We don’t just set you up with the right software. At Forti Ltd., we:

• Help you choose the right platform for your needs
• Handle the setup and migration from old systems
• Automate day-to-day bookkeeping and VAT tasks
• Train your staff and stay with you as your business grows

Frequently Asked Questions

Don’t Let Admin Slow You Down

Still relying on spreadsheets, folders, and hand-written notes? It might be costing you more than you think — in lost time, stress, and potential Revenue penalties.

With Forti Ltd., we’ll help you:

1. Choose the right tools
2. Set everything up
3. Automate your admin
4. Train your staff
5. Stay compliant, confident, and in control

Let Forti Ltd. help you find the right tools — and use them well.