Invoices owed to you
—
Loading the sales ledger
✓ Control status
Bank data statement import
Reconciliation controls active
Audit history active
Period close checking
Welcome back.
Your business · Today
Overdue
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Loading the sales ledger
Paid in the last 30 days
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Loading payments
Bank balance
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Loading bank accounts
Cash in and out
Last 6 monthsLoading bank activity…
Needs your attention
CheckingChecking your workspace…
Who owes you
Top overdueLoading…
Owed by age
OutstandingLoading…
Books status
Checking this period—
Loading live close controls.
Banking
Checking your bank connection
Your next action will appear when the connection check finishes.
More options
Checking secure bank feed…Connection and sync evidence will appear here.
CheckingEveryday Business · New
8 transactions to review
0 completed
✓
Checking bank activity
Plain will show the correct next step after checking the live connection.
Money in
Get paid. Stay ahead.
Quotes, invoices, credits and payments in one beautifully clear flow.
1 · WORK COMPLETEDJobs & billable hoursChecking connected work
→2 · PREPAREDraft invoiceReview coding
→3 · AUTHORISEApprove & sendCustomer delivery
→4 · COLLECTPaymentStripe or bank
→5 · COMPLETEReconcileClose the loop
0 selectedSelected outstanding
Collection controls
Invoice reminders
See who needs a follow-up and the reminder stage already retained with the invoice.
Checking outstanding invoices…
Before the sale
Convert in one clickQuotes
Corrections & returns
Full audit trailCredit notes
Payroll · Australia
Payroll
Checking employees, approved time and the current pay-run state.
STP Phase 2Authorised review required
→→→→→
Current pay run
Pay details
Estimated bank payment—
Gross pay—
PAYG withheld—
Net pay—
Super—
Total employment cost—
Calculation basis—Waiting for workspace data
!
Payroll control statusCalculation basis, inputs and approvals are retained with each pay run.
People inputs
Timesheets & leave
Timesheets awaiting review
Leave requests
STP
Single Touch Payroll Phase 2
From approved pay run to ATO outcome.
Plain keeps employer setup, declarations, submissions and responses together—without showing provider secrets.
Protected
Submission history
STP events
Protected filing workflow
Sending becomes available only after the provider connection and authorised declaration are verified.
Every declaration, request, response and status check is retained in the workspace audit history.Assurance centre
Know what is right—and what changed.
One review space for controls, unusual activity, evidence and approvals.
Control confidence—/100
Loading controls
Checking review items
Current period close
—Checking close steps
Checking workspace access
— active users— privileged users— pending invitations
Review queue
LoadingItems that deserve a human decision
Checking live workspace records…
Report centre
See the story behind every number.
Run live reports, change the view, save the setup and open the transactions underneath.
Business overview
Financial statements
Receivables & payables
Accounting, tax & payroll
Moving to Plain
Saved views
No saved views yet.
Profit & loss · live ledger
● Live ledgerCurrent period
Posted and balanced journals only
AccountBalanceType
Loading posted journals…—Live
Clear by design
Select any account row to open the posted transactions that make up the balance.
Spend control, without the paperwork
Ask once. Approve clearly.
Staff submit expenses, bills and purchase requests. Managers see the evidence, decide and keep the full history.
Manager inbox
Requests that need a decision
Loading requests…
Approved purchasing
Workspace controlledPurchase orders
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Bills & expenses
What the business owes, clearly.
Capture bills, check the coding, approve them and pay at the right time.
01 · CAPTUREBill & evidenceUpload, email or enter
→02 · CONTROLCode & approveGST, account and branch
→03 · PAYPayment batchVerified supplier details
→04 · AUTHORISEABA & bankApproval before export
→05 · PROVEReconcileMatch the bank withdrawal
Every bill has a clear path
- 1
CaptureUpload, email or enter manually
- 2
Code & checkAccount, GST and job allocation
- 3
ApproveBased on your permission rules
- 4
Pay & reconcilePayment evidence stays attached
Controlled supplier payments
Payment batches
Select approved bills, verify bank details, approve the batch, export ABA, then reconcile the bank withdrawal.
Loading payment batches…
Advanced accounting
Plan, automate and account for what you own.
Budgets, fixed assets, stock and recurring work use the same controlled ledger.
Budgeting
Ledger linkedBudget versus actual
Create a twelve-month plan against real chart-of-account codes and compare it with posted journals.
Loading budgets…
Fixed assets
MonthlyAsset register & depreciation
Record acquisition cost and post a balanced depreciation journal without exceeding book value.
Loading assets…
Inventory
Weighted averageStock on hand
Track quantities and average cost. Every financial movement can post through inventory and an offset account.
Loading inventory…
Products & services
Reusable document lines
Keep pricing, GST and account coding consistent across invoices, bills and recurring work.
Loading products and services…
Automation
Recurring accounting
Generate due recurring invoices or bills as drafts. Nothing is sent or approved automatically.
Due throughToday
Loading templates…
Human review retained
Every generated document remains a draft until an authorised person checks and approves it.
Payroll records
Employees
Onboard people once, keep workspace boundaries intact, then include active employees in pay runs.
EmployeeNumberEmploymentScheduleStartedStatus
Customers & suppliers
Contacts
One complete record for billing, tax, communication, defaults, files and account history.
ContactTypeTermsDocumentsOutstandingStatus
Tax settings
Tax & compliance
Prepare figures from the ledger, review them carefully and lodge only after an authorised connection is approved.
Tax return
Not preparedCurrent reporting period
Tax figures are calculated only from posted ledger entries. Authorised review and the filing draft stay separate from transmission.
Prepare the ledger calculation first. Nothing is filed from this screen.
Total sales—Tax on sales—Tax credits—Net tax—
Optional help for your business
Your Plain Accounts AI team
Choose help by outcome, not technical names. Everything is prepared but switched off until you review the setup and explicitly approve release.
Connecting your packages…
Reading this workspace’s product-specific catalogue.
What each helper does
Included roles and setup questions
Open a role to see what a customer or team member would be asked.
Connecting roles…
You stay in control.
Helpers remain off until you review their access, instructions and approval points. They cannot send, post, pay or lodge without the permissions shown to you.
Settings
Business settings
Manage your business, people, subscription, connections and accounting controls in one place.
✦
Your guided start
Let’s make Plain yours.
Short steps, helpful defaults and nothing final until you review it.
Getting ready0%
?
Unsure about a choice?Use the recommended option. You can change it later.
Connected setup
Your CleaningCentral workspace is linked.
Review what Plain found, resolve only exceptions and finish the accounting settings—no CSV required.
0clients0staff0jobs ready0timesheets
Waiting for the first confirmed sync.
1 of 6 · about 30 seconds
Welcome to your workspace
How would you like to begin?
This shapes the next few steps. It won’t lock you into anything.
You can come back at any time.
2 of 6 · about 2 minutes
Your business
Just the details that shape your accounts.
We’ll use Australian defaults. You can review tax registrations before anything is filed.
3 of 6 · about 1 minute
Accounting foundation
We’ve done the accounting homework.
Choose the closest starting point. The recommended service-business template is already installed and can be adjusted with your accountant.
Your starter profileIncome and cost accounts matched to how your business works.Selected
- Country
- Australia
- Currency
- AUD
- Financial year
- Uses your country settings
- Tax basis
- Review before activation
✦
Ready for day onePlain adds useful income and cost accounts without clutter. You can change or add accounts later.
4 of 6 · optional
Bring your data
Move what matters. Leave the clutter behind.
Import one simple CSV at a time. Plain checks every row and shows a preview before anything enters your accounts.
Your data is checked and previewed before anything is saved.
Import ready0 rows checkedReady
5 of 6 · optionalOA AC PA VW
Your team
Give people only the access they need.
Invite your accountant, payroll person or manager. Roles are ready-made so you don’t need to understand every permission.
Owner & adminBusiness settings, billing and all accounting controls.
1 activeAccountantAccounting, reports, journals and period close.
Payroll adminEmployees, pay runs and payroll review.
ViewerRead-only visibility without changing records.
6 of 6 · final check✓ ✓ ✓ ✓
Review & finish
Your workspace is ready to feel like yours.
Here’s what Plain will use. Bank feeds and statutory filing use separate authorised connections.
Business detailsReady to review
Accounting foundationAustralian service business
Your dataCan be imported later
Team accessOwner access active
!
What finishing setup does not doIt does not connect a real bank, lodge BAS, submit STP or move money. Those actions have their own verified connection and approval steps.
PA
Active business
ActiveYour business
Business details will appear after the secure workspace loads.
Data locationAustralia · SydneyFinancial year1 Jul – 30 JunBase currencyAUD
Your data
Everything in this business, yours to keep: every record as a spreadsheet file, plus the files attached to them, in one ZIP.
Only the owner can download everything. Passwords and sign-in codes are never included.
Country & compliance
Controls tax, payroll and statutory reporting.
- Country pack
- Australia
- Tax
- GST · BAS
- Payroll
- STP Phase 2 · SuperStream
Financial foundation
The rules every transaction posts through.
- Chart of accounts
- Loading
- Tax treatments
- Loading
- Tracking
- Loading
Connections
Secure links to banks and business systems.
- Bank feeds
- Open Connections
- CleaningCentral
- Available integration
- Document inbox
- Email routing
Controls & approvals
Who can create, approve and release.
- Invoice approval
- Loading
- Bill approval
- Loading
- Payroll release
- Loading
Tracking dimension
Optional branch, state, division or location reporting.
- Name
- Not configured
- Options
- None
- Used for
- Documents · approvals · P&L
Books status
Whether Plain holds your live books yet.
Current subscription
Plain Accounts workspace
Accounting and payroll entitlements, trial status and connected products are managed for this workspace.
14days free
no card to begin
no card to begin
Accounting
Ledger, banking, sales, bills, tax and reporting.
Payroll
Employees, pay runs, payslips and filing workflow.
CleaningCentral
Optional bundled accounting with one trial, one login and connected records.
More business products
Add the same finance engine to future industry software.
Plain Accounts billing
Your software subscription is handled securely by Stripe.
- Plan
- —
- Trial ends
- —
Online customer payments
Receive invoice payments into your own connected Stripe account.
- Domestic card processing
- 2.2% + 30¢
- International cards
- Different rates apply
The processing fee is deducted before payout. Australian businesses must not add it as a separate card surcharge to customers.
UserWorkspace roleProduct accessLast activeStatus
Loading workspace users…
Protect your sign-in
Use an authenticator app for a second check when you log in. Recommended for every owner, administrator and payroll user.
✓
Checking workspace services…
Every background job is workspace-scoped and idempotent.
Platform diagnosticsWorkspace provisioning, workers, release evidence and external assuranceOwner and support tools
Workspace lifecycle
Workspace activeHow a workspace becomes ready
✓
1. Data locationYour selected data location is recorded with the workspace.
Verified✓
2. Workspace privacyBusiness records and permissions are kept within this workspace.
Verified✓
3. Accounting setupLedger, tax, payroll and audit records are installed.
Verified✓
4. Country settingsLocal accounting and reporting settings are ready to review.
Ready✓
5. Owner accessThe owner and their permissions are connected to this workspace.
Active✓
6. Workspace checksYour workspace opens after its required checks pass.
HealthyWorkspace operations · v0.39
Six connected tracks, one accountable system
Each lane reads the workspace database and keeps approvals, provider connections and independent evidence clear. CleaningCentral remains an available integration.
—workspace journey evidence
Connecting accounting, purchasing, payroll, BAS, SaaS and provider journeys…
Golden workflow evidence
—Can a real transaction make it all the way through?
Plain reads the workspace database and shows the furthest proven step. External accreditation is never marked complete by software tests.
Checking end-to-end workflow evidence…
Safe automation
Background work with visible guardrails
Recurring documents can run automatically. Payroll and tax submissions always stop for authorised review.
Checking recent worker runs…
Workspace assurance · v0.39
One clear view of operational controls
Automated evidence and independent provider assurance are shown separately, so every control remains clear and accountable.
Workspace controls
Checking automated controls…
Provider assurance
Checking provider and assurance records…
No evidence refresh recorded yet.
New invoice
New invoice
Choose a customer and add the work being billed. Tab moves between fields and Enter adds a line. The preview shows what your customer will see. Nothing is sent until you choose to send it.
More invoice detailsAddresses, delivery, payment options and customer notes＋
ItemDescriptionIncome accountTrackingGSTQtyRateDiscountAmount
GST $72.50Total $797.50
Moving from Xero
Cutover check
Compare Plain with Xero month by month before you switch. Enter the figures from Xero's reports and Plain shows where the two agree to the cent.
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Where each figure comes from
| Figure | Plain | Xero | Difference |
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