For accounting firms, bookkeeping practices and fractional CFOs
Ten clients. Ten sets of books. One place that keeps them straight.
Run your clients’ books on Yako: a workspace for each client, each its own legal entity with its own ledger, currency and tax rules, under one login and one bill. Your team prepares, a senior approves, and the client sees every figure with its source. And when a client already runs Yako, they invite you for exactly the work, for exactly the period.
Yako works with you, never instead of you. The same rule protects your clients: nothing an adviser or an AI prepares reaches the books until a person with approval rights signs it off.
Al-Hassan & Partners · a demo practice
One login · one bill · switch between clients
| Client workspace | Books | Waiting | Agent | Your role |
|---|---|---|---|---|
| Dune Trading LLC Dubai · AED · VAT, Corporate Tax | Current | VAT return to check | Hired | Accountant |
| Harrow Design Ltd London · GBP · configurable | 2 statements to approve | Senior sign-off | Hired | Accountant |
| Kano Agro Ltd Kano · NGN · VAT, PAYE, WHT | September locked | Nothing | Not hired | Accountant |
| Marina Clinic FZ-LLC Dubai · AED · their own books | Invited | 3 proposals for them | Theirs | Engagement to 30 Jun |
Three clients’ books live in your organisation. The fourth keeps its own, and invited you in. Nothing crosses between any of them.
Two ways to work with a client
Hold the books for them, or be invited into theirs.
Most practices do both. Smaller clients hand you the whole job; larger ones keep their own books and bring you in for a filing, a quarter or the year-end. Yako is built for either, and the client can see every figure and its source in both.
You hold a workspace for each client
Your organisation holds the workspaces. Your bookkeepers code, your senior approves, your client’s owner joins as a member to see reports, answer questions and approve what you ask them to. You bill the client however you bill today. Hire the Bookkeeper agent for the clients whose coding is routine.
Best for: full-service bookkeeping, outsourced finance, fractional CFO work across several companies.
A scoped engagement in the client’s books
The client’s organisation holds the workspace. They invite you with a start date, an end date, the period you may see and what you may do: export, and propose journals they ratify. No seat, no shared password, nothing to remember to remove. One login across every client who invites you.
Best for: tax advisers, auditors, year-end and VAT reviews, clients with an in-house team.
Built for a practice
The architecture is the pitch.
A workspace is one legal entity’s books and nothing crosses between them. Preparing and approving are separate rights. Every action is recorded with who did it and when. That’s how a firm wants to run ten clients, and it’s how Yako is built, not an add-on.
One entity per workspace
Its own chart of accounts, currency, fiscal year, tax registrations and period locks. A client in Dubai, one in London and one in Kano, each under their own rules, each a click away.
Maker and checker, built in
Coding and approving are separate permissions, grantable per person. A junior prepares, a senior signs off, and the approval posts the journal in the same moment with the senior's name on it.
The audit trail is the engagement file
Who uploaded, coded, approved, changed or locked what, with a written reason to unlock a closed month. Your clients' auditors can be given scoped, read-only access to it.
The Bookkeeper agent, per client
Hire it for a client and it codes bank lines, matches payments to invoices and bills, flags duplicates, keeps a month-end checklist and reports on its week. Your team approves every item. Three clients means three hires; it never sees another client's books.
Reports and returns per client
Trial balance, P&L, balance sheet, cash flow, and the VAT return in the authority's own boxes, from the posted ledger. Export to CSV or Excel, print to PDF for the client or their bank.
Unlimited people, no seats
Your whole team on every client workspace at no extra cost. The price is per client's books, never per person.
Month-end across clients
Switch between clients from one login.
Each client’s workspace shows what’s waiting: statements to approve, a VAT return due, a month to lock. Open it, do the work, move to the next.
Your organisation’s companies, one set of books each, from one login.
When a client invites you
An invite for a job, not a permanent login.
The client picks the kind of work; Yako pre-selects the permissions it needs: Export, and Propose journals. On the end date, access stops on its own, at midnight in the client’s time zone. Everything you did stays in the audit trail with your name and the time.
What the client fills in
Your email, the kind of work, the period of the books you may see, the last day of access, and the two permissions. The form says in plain words what you’ll be able to do before they send it.
1 · Invited
Kind of work, start and end dates, the period of the books you may see, what you may do.
2 · Accepted
With your Yako login. The same one that runs your own practice.
3 · Working
Reports, chart of accounts, general ledger and trial balance for your period. Journal proposals go to the client's queue for a person there to ratify.
4 · Ended
On the date set, or sooner if the client ends it.
Pricing for practices
Volume pricing for accountants and firms. Ask us.
A practice’s price depends on how many clients it brings, so we quote it rather than print it. Tell us roughly how many clients you keep books for and we’ll come back with a figure.
Being invited into a client’s books costs nothing, ever.
What every practice gets, whatever the volume
Your whole team on every client, with no per-person charge. Juniors, seniors, partners: as many as you like.
One login, one bill, a workspace per client, nothing crossing between them.
Every feature on every client: statements, reports, tax returns in the authority’s boxes, payroll, period locks, the audit trail, Ask Yako.
The Bookkeeper agent, per client, when you want it, billed separately and switched on only where coding is routine.
Yearly billing with 2 months free, and one bill for the whole practice.
The client keeps their books if the relationship ends: nothing is deleted, everything exports.
Partner programme
Owners trust the people and institutions around them. Be the one who brings them better books.
Most owner-led businesses don’t find software; someone they already trust puts it in front of them. The Yako partner programme is for the organisations that sit between owners and a better-run business: the bodies they belong to, the advisers they pay, and the students who’ll be their next hires. Each partnership is shaped with you, not sold off a rate card.
Industry associations, trade bodies and chambers
Help your members run betterYour members ask the same questions every year: what do I owe, when is it due, how do I get my accountant what they need. A member offer on Yako answers them with books they can trust. You bring the audience and the credibility; we bring the product, onboarding sessions for your members, co-branded tax deadline guides for your country, and a named person at Yako for your secretariat.
Consulting firms, professional bodies and training institutes
Help your clients succeedYour advice lands better on clean numbers. Consultants and trainers put Yako under the clients and learners they already work with, so the plan, the course or the audit starts from books that are current and traceable. You get product training for your people, materials you can teach from, a referral arrangement for the businesses you bring on, and clients who invite you into their books with a scoped engagement when they want your eyes on them.
Students of accounting, finance and business
Earn while you studyThe businesses around your campus, your family and your first clients run on spreadsheets and WhatsApp. Student partners learn Yako hands-on, set those businesses up on it, and earn a referral for each one that stays. You finish with real bookkeeping experience on real companies, and a product you know inside out before you start work.
1 · Start the conversation
Tell us who you are, who you reach and what they struggle with. A short call follows.
2 · Shape it together
The offer to your members, clients or peers, what each side does, and how we measure it, written down before anything launches.
3 · Launch and review
A launch with your audience, then a regular look at what’s working, together.
Independent resellers who sell and bill Yako themselves have their own page: channel partners.
Send Yako to a client
A one-page explainer you can forward.
What Yako does, what it costs, and how to invite you. Written for the owner, in plain words, with no sales call in the way.
What the one-pager says
What Yako does in three lines. What it costs, with the worked example. How to invite you: Settings, Engagements, your email, the kind of work and the dates. What they’ll see while you work, and what they still decide.
A page you can print to PDF and a shareable link, with your firm’s name filled in.
Questions
What firms ask.
Do I need a Yako subscription?
Who owns the books?
Can my firm have several people on one client?
What if the client has an in-house accountant?
Can I keep using my own tools?
What can't I do?
Bring your clients' books into one place you can trust.
15 days free, no card. Then per client's books, never per person.