Surf Accounts makes accounting easier for small and mid-sized businesses with invoicing, VAT returns, CRM, and real-time reporting. It integrates smoothly with Bright’s wider suite, ensuring unified financial management. Though large firms may need more customization, it’s an excellent fit for SMEs seeking a straightforward, all-in-one accounting platform.
Surf Accounts Specifications
Financial Reporting
Invoice Management
Expense Tracking
Tax Management
What Is Surf Accounts?
Surf Accounts, now rebranded BrightBooks, is a cloud-based accounting and bookkeeping solution designed for small to medium-sized businesses (SMEs), freelancers, and contractors. It simplifies financial management by combining on-the-go invoicing through a dedicated mobile app with a built-in customer relationship management (CRM) for tracking customer interactions and sales opportunities.
This integrated approach helps businesses streamline their entire quote-to-cash cycle, improve cash flow, and manage client relationships within a single platform.
Surf Accounts Pricing
Businesses can choose from the following Surf Accounts price plans:
- Starter - €18.43 + VAT/month
- Standard - €24.39 + VAT/month
- Enterprise - €35.68 + VAT/month
Disclaimer: The pricing is subject to change.
Surf Accounts Integrations
It integrates with various apps, including:
- Dext
- PayPal software
Who Is Surf Accounts For?
Surf Accounts is mainly designed for businesses in the following industries and sectors:
- Accounting
- Taxation
- Finance
Is Surf Accounts Right For You?
Surf Accounts is an excellent choice for UK and Irish accounting firms seeking a modern, user-friendly, and dedicated accounting solution. Its standout strength lies in its seamless integration within the broader Bright software suite, offering a uniquely unified experience for users who also require payroll, tax, or accounts production tools.
For businesses prioritizing ease of use and a single-vendor solution for their core financial operations, the software presents a compelling and efficient option that simplifies accounting workflows and supports growth.
Still doubtful if Surf Accounts is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Surf Accounts Features
Surf Accounts helps businesses create and send professional, branded invoices from anywhere using the mobile app. The system allows for customizable templates, a full product catalog, and the ability to quickly convert quotes and orders into invoices to accelerate the payment cycle.
See How It WorksThis feature enables accountants to automate the reconciliation process by connecting directly to business bank accounts. It provides automatic updates of bank transactions, offering a live view of cash flow and saving significant time on month-end or year-end financial reviews by matching transactions quickly.
See How It WorksThe software helps simplify tax compliance with automated VAT calculations and direct submission capabilities. It is fully compatible with Making Tax Digital (MTD) requirements, ensuring that businesses can file accurate and timely returns with HMRC without manual data handling or complex processes.
See How It WorksAccountants can gain immediate visibility into business performance through clear, customizable dashboards. They can access, produce, and tailor key financial reports, such as trial balance and sales analyses, to highlight the data that matters most for strategic decision-making and growth.
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