FOR AUSTRALIAN ACCOUNTING & BOOKKEEPING PRACTICES

Grow your bookkeeping and advisory revenue while reducing your cost to serve.

Built for accounting firms and bookkeeping practices, Marbles automates more of the production work across every client, giving your team more capacity without equivalent growth in headcount.

More bookkeeping capacity. More advisory opportunities. Better margins.

Talk to us → See how it works
GROW BOOKKEEPING REVENUE

Support more clients with the same team.

Automate repetitive production work across every client and reduce the manual hours required to deliver bookkeeping.

Keep the bookkeeping revenue. Change the cost of delivering it.

✓Support more clients with the same team
✓Reduce production hours
✓Reduce dependence on large offshore teams
✓Improve bookkeeping margins
✓Offer bookkeeping to more existing clients
GROW ADVISORY REVENUE

Find more opportunities across your client base.

Marbles keeps client data current and surfaces changes, risks and opportunities worth investigating. We can work with your practice to build data models, workflows and ML-driven insights around the questions that matter to your clients.

Start with the clients where your team's attention can create the most value.

MARGIN · HARBOUR CIVIL PTY LTD
Gross margin down 6 points over two months - materials costs rising faster than invoicing rates.
CASH · NORTHSIDE DENTAL
Receivables increasing - cash cover projected below four weeks within 45 days.
THRESHOLD · CBD FITOUTS
Payroll growing faster than revenue - projected wages approaching the NSW payroll tax threshold.
REDUCE YOUR COST TO SERVE

Less production work. More capacity.

YOUR TEAM SPENDS LESS TIME
·Coding transactions
·Matching documents
·Chasing missing information
·Reconciling accounts
·Cleaning up files
·Preparing work for review
AND MORE TIME
✓Reviewing exceptions
✓Working with clients
✓BAS and compliance
✓Reporting and analysis
✓Advisory work
YOUR TEAM STAYS IN CONTROL

Automate the repeatable work.
Keep judgement with your people.

Routine work can happen automatically. Exceptions and anything requiring judgement come back to your team.

01Your practice delivers the service.
02Your practice owns the client relationship.
03Your practice decides how the work gets done.
THROUGHOUT THE MONTH
✓Transactions processed
✓Documents matched
✓Accounts reconciled
✓Exceptions surfaced to your team
CURRENT BOOKS, LESS CLEAN-UP

A ledger that stays in shape.

Marbles processes transactions, matches documents, reconciles accounts and surfaces exceptions throughout the month.

So when your team needs the numbers for BAS, month end, reporting or advice, there is less work required to get them ready.

ONE DATA MODEL ACROSS THE WHOLE BUSINESS

Get to complex answers faster.

Marbles connects the systems your clients already run - point of sale, bookings, rosters, payroll, inventory, payments - into one consolidated financial data model alongside the ledger. That's what lets your team answer the questions a P&L alone never could.

SQSquarePOINT OF SALE
LSLightspeedPOINT OF SALE
SHShopifyECOMMERCE
DPDeputyROSTERING
TATandaTIME + ATTENDANCE
C7Cin7INVENTORY
S8ServiceM8JOB MANAGEMENT
MBMindbodyBOOKINGS
CKClinikoAPPOINTMENTS
AWAirwallexPAYMENTS
$Bank feedsCDR · ALL AU BANKS
MARBLES CONSOLIDATED DATA MODEL
Ledger · sales lines · labour hours · stock movements · bookings · settlements - joined on time, location and product
Revenue by item, hour and site
from POS and bookings
Labour cost by shift and role
from rosters and payroll
Margin by product and supplier
from inventory and bills
Cash, debtors and settlements
from bank feeds and payments
THE QUESTIONS YOUR TEAM CAN NOW ANSWER
"Why did the restaurant lose money this week compared to last week?"
"Which menu items made the best margin - and which are quietly losing us money?"
"Which roster changes drove the jump in labour cost, and were they needed for the trade we did?"
"Which location is performing best - per labour hour, not just revenue?"
"Which customers are actually most profitable once service time is counted?"
"What should we charge a new customer, given what similar jobs really cost us?"

We work with your practice to build the data models, workflows and ML-driven insights around the questions that matter to your clients - so your team spends its time on the answer, not assembling the spreadsheet.

AI THAT CAN DO THE WORK

Workflows and AI-native insights built for your practice.

Through Marbles MCP, authorised AI systems can securely interact with the underlying accounting platform - reading the ledger, investigating issues and taking controlled action where permitted.

Your practice controls permissions and approvals.

YOUR TEAM CAN USE AI TO
Review transactionsReconcile accountsInvestigate anomaliesCreate accounting recordsWork through exceptionsReview debtorsAnalyse cash flowPrepare month end workPrepare client meeting briefsRun reportingBuild firm workflows
MIGRATION HANDLED

White glove migration.

Marbles handles the accounting data migration and works with your team to move clients across in controlled cohorts.

BUILD A MORE VALUABLE PRACTICE

Grow revenue without growing cost
at the same rate.

Marbles gives your team leverage.

Talk to us about your practice →