Can I prepare financial reports without any accounting software?

Yes, you can start preparing financial reports even if you do not currently use any accounting software. LodgeiT offers a practical solution to help you prepare your financial information easily and efficiently.

How to start?

  • You may download and use our specially designed Excel template, which allows you to manually prepare Profit & Loss and Balance Sheet reports.
  • LodgeiT is designed to import data from this Excel template, allowing you to leverage all the benefits of the system such as Special Purpose Financial Reporting without having an accounting software.

Getting the most from LodgeiT

  • LodgeiT is fully import-compatible, enabling you to maximize features and streamline your reporting process.
  • If you later choose to migrate to accounting software, LodgeiT supports automated imports from popular platforms like Xero and QuickBooks.

How to get started with LodgeiT

  • Sign up for LodgeiT — no payment details are required to start your free trial.
  • Charges are applied only upon lodgement of your tax return. Here is the Pricing.
  • Explore our comprehensive Getting Started guide and extensive Knowledgebase to familiarize yourself with the platform.

Additional support

We offer live training sessions that last one hour every Tuesday, Wednesday, and Thursday. These sessions are designed for new users and cover the benefits of LodgeiT and how to use the platform effectively.

You can select a date and time here that suits you when signing up for the live session.