01
Open your accounting firm
Create an accounting firm account and invite your staff. Owners manage the team; staff work on client schools.
Every client school. One sign-in.
If your accounting firm keeps the books of several schools, Academix gives you one workspace for all of them, a package priced across your portfolio, and a product your clients will thank you for.
How accounting firms work in Academix
Two ways to bring a school in, and the school stays in control of its books.
02
Schools grant access
A school already on Academix enters your accounting firm's Academix ID and gives you the accountant, bursar or auditor role. It can withdraw it at any time.
03
Or set the school up
Create the school for your client with the right chart for its type. Your accounting firm gets accountant access and the head is invited to take ownership.
The Accounting Firm Package
Built for accounting firms that serve several schools. One agreement, one rate across your portfolio, and everything your team needs.
Your whole team
An accounting firm workspace with owner and staff roles, and no charge per user.
One portfolio
Every client school on your accounting firm's page; switch between them without signing in again.
Portfolio pricing
One rate per learner across all your client schools, agreed with your accounting firm.
Billing your way
Academix bills your accounting firm and you include it in your fee, or bills each school directly.
Onboarding help
We help you set up each new client: chart, fee structures, learners and opening balances.
Controls clients trust
Two-factor sign-in for your staff, and every change recorded in the school's audit log.
Pitch it to the schools you serve
Your clients' heads and boards want answers about money. Academix lets you give them better ones, faster.
Fees collected and receipted properly
Every payment on an official, verifiable receipt, spread across the right vote heads.
A dashboard the head can read
Fund balances, collections and arrears by class, live rather than at month end.
Audit-ready records
Vouchers with approvals, monthly reconciliations and IPSAS statements from the same books.
The school keeps control
It owns its books and decides who sees them, including your accounting firm.
A month at every client school
- Daily
Receipts and payments
The bursar receipts fees; vouchers go to the principal for approval.
- By the 9th
Statutory remittances
PAYE, NSSF, SHIF, housing levy and NITA paid and recorded.
- By the 15th
Close the month
Bank reconciled, trial balance reviewed, period locked.
- Termly
Billing and reporting
Billing run, fee balances to the board, collections report.
- Year end
Annual statements
Receipts and payments, financial position and notes for the auditor.
Questions from accounting firms
Do schools need their own subscription?
Each school is on Academix in its own right. Under the Accounting Firm Package the subscription can be billed to your accounting firm at your portfolio rate, or to the school directly.
Can a school remove our access?
Yes. Access is granted by the school and can be withdrawn by it at any time; its books stay with the school.
What can our staff do at a client school?
Whatever role the school gives your accounting firm: accountant (books, journals, reports and period close), bursar (day-to-day fees and payments) or auditor (read-only).
Do our staff need separate logins for each school?
No. Each person has one Academix sign-in and sees all the client schools your accounting firm has access to.
Can we try it first?
Yes. Open an accounting firm account and set up one client school on the 30-day trial before you commit.
Bring your first client school across this month.
Start with your chart of accounts, vote heads and fee structures already set up for your type of school. Thirty days free, no card.