Everything you need, nothing you don't

Szord is a complete accounting platform for New Zealand businesses. Here's everything it can do.

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Invoicing & Sales

Create, send and track invoices faster than ever. Convert quotes to invoices in one click and keep on top of what you're owed.

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Professional invoices with your logo and branding

Auto-numbered invoice sequences

Quotes with one-click conversion to invoices

Sales orders for confirmed but unfulfilled work

Customer refunds tracked against original invoices

Partial payments and overpayments handled automatically

Configurable payment terms (20th of month, 30 days, etc.)

Email invoices directly from Szord

PDF download and print

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Bills & Purchases

Record supplier invoices, track what you owe, and manage purchase orders โ€” all in one place.

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Enter supplier bills with full line-item detail

Purchase orders with conversion to bills on receipt

Supplier credit notes applied against future bills

Bill Inbox โ€” forward supplier invoices by email for processing

Upload PDF and image invoices directly

Track bills by due date to manage cash flow

Record partial or full payments against bills

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Banking & Reconciliation

Import bank transactions and match them to your invoices and bills automatically. Bank rules handle the repetitive stuff.

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Import OFX, QIF or CSV bank statements

Smart matching of transactions to invoices and bills

Bank rules for automatic categorisation of recurring items

Spend Money and Receive Money for non-invoice transactions

Transfer Money between accounts without affecting P&L

Multiple bank accounts including credit cards and loans

Opening balances for accurate historical records

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GST & Tax

GST is calculated automatically on every transaction. When it's time to file, the figures are ready and waiting.

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Automatic GST calculation on all transactions

Two-monthly, monthly or six-monthly filing periods

Invoice basis and payments basis supported

GST return with IRD form figures (Box 5โ€“9)

Zero-rated, exempt and no-tax supply support

Lock filed periods to prevent accidental edits

Year-end close for financial year rollover

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Reports

25+ financial and management reports, always up to date. Compare periods, export to CSV or print to PDF.

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Profit & Loss (with period comparison)

Balance Sheet

Cash Flow Statement

Trial Balance and General Ledger

Aged Receivables and Aged Payables

GST Summary and GST Detail

Budget vs Actual variance report

Job Profit & Loss

Stock on Hand and Inventory Value

Item Sales Analysis

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Accounting & Journals

Full double-entry bookkeeping with a customisable chart of accounts and manual journal entries for adjustments.

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Fully customisable chart of accounts

Asset, Liability, Equity, Income and Expense account types

Manual journal entries with debit/credit validation

Archive unused accounts without losing history

Account codes for easy reference

Opening balance entry for migration from other systems

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Jobs & Projects

Track every cost and invoice against a specific job. See exactly which projects make money and which don't.

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Create jobs with estimated costs and revenue

Tag any invoice, bill or expense to a job

Split transactions across multiple jobs

Job Profit & Loss and Activity reports

Budget vs actual comparison per job

Job status tracking (Open, In Progress, Complete)

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Products & Inventory

Manage your product catalogue, track stock levels and integrate with your point-of-sale or ecommerce platform.

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Product and service catalogue

Inventory tracking with average cost valuation

Reorder levels and stock alerts

Stock adjustments and write-offs

Shopify integration โ€” sync orders and inventory

Vend / Lightspeed Retail integration

Bulk product import via CSV

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Budgets

Set annual budgets by month and account. Compare actuals vs budget throughout the year to stay on track.

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Monthly budget entry per account

Auto-spread for equal monthly amounts

Multiple budget scenarios (conservative / optimistic)

Budget vs Actual report with variance percentages

Year-to-date and monthly comparison views

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Contacts

One address book for all your customers and suppliers. View their full transaction history in one place.

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Separate customer and supplier designations (or both)

Full transaction history per contact

Outstanding balances at a glance

Contact details including phone, email and address

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Multi-User & Organisations

Invite your team and accountant with the right level of access. Manage multiple businesses from one account.

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Owner, Admin, Standard and Read-Only roles

Invite users by email

Multiple organisations under one login

Per-organisation settings and data isolation

Ready to get started?

Start your free trial today. No credit card required.