The label on each card shows where the module sits: free in your browser, or part of a package.
Collecting documents and answers
From Pro, €69 a month
On the Suite: Document & Form Requests
- Starts with
- You need files or answers from customers, suppliers or staff: a signed form, a photo of an ID, bank details.
- The Suite
- Sends one link per request. People upload files or photos and type answers from their phone without signing in. Reminders go 7 and 2 days before the deadline, on the day, then every 3 days while it is overdue. Requests can repeat monthly, quarterly or yearly.
- You check
- Review what comes back. Every action is logged on the request's timeline.
- You get
- Everything for a request in one place, with no chasing by phone.
Supplier bills and receipts
From Essentials, €29 a month
On the Suite: Bills & Receipts Inbox and Receipt Capture
- Starts with
- Bills and receipts on paper, as photos or as PDFs.
- The Suite
- Reads the supplier, VAT and totals in the browser, applies your supplier rules and flags duplicates, VAT that cannot be reclaimed and reverse charge bills.
- You check
- Check each bill before it is exported.
- You get
- Export files for Xero, QuickBooks, Sage Accounting, Sage 50 or a plain CSV, and a VAT3 purchases summary.
Chasing unpaid invoices
Free in your browser
On the Suite: Payment Chaser
- Starts with
- A list of overdue invoices, such as a CSV of Xero's Aged Receivables Detail, or rows pasted from Excel.
- The Suite
- Suggests the right stage for each invoice as it ages: a friendly nudge, a firm reminder, a final notice. Works out late payment interest.
- You send
- Read each email and send it from your own email app.
- You get
- A steady, polite chase without writing each letter from scratch.
Compliance deadlines
Free in your browser
On the Suite: Compliance Calendar
- Starts with
- Revenue and CRO dates kept in your head or a diary.
- The Suite
- Asks what applies to your business and lists every VAT, payroll, RCT, tax and annual return date for the next 12 months.
- You act
- Add the dates to your own calendar and deal with each one in time.
- You get
- A calendar file (.ics) of your deadlines for the year.
Timesheets and leave
From Pro, €69 a month
On the Suite: Timesheets & Leave
- Starts with
- Hours and holidays tracked on paper or in a spreadsheet.
- The Suite
- Staff clock in and out on a phone. Warnings for missed breaks, short rest and a 48-hour average week under the Organisation of Working Time Act, plus leave requests and balances. A Monday email lists weeks not yet approved.
- You approve
- Approve each week. Every change is logged.
- You get
- A payroll CSV and a working time record in the OWT1 style.
Certificates and renewals
From Essentials, €29 a month
On the Suite: Certificates & Renewals
- Starts with
- Insurance, tax clearance, Safe Pass cards and licences, each with its own expiry date.
- The Suite
- Keeps one register and emails a reminder 60, 30 and 7 days before each expiry, and on the day.
- You ask
- Ask a subcontractor for the renewed copy by link, with no login needed.
- You get
- A register that shows what is in date and what is due.
Checklists and logs
From Essentials, €29 a month
On the Suite: Checklists & Logs
- Starts with
- HACCP, cleaning, vehicle and site checks on paper sheets.
- The Suite
- Staff complete checks on a phone. Each entry is saved to a log that is never overwritten: corrections are added as new entries. A morning email lists missed checks and out-of-range readings.
- You follow up
- Act on the missed checks and readings the morning email flags.
- You get
- A tidy log, printable for an inspector.
Expenses and mileage
From Essentials, €29 a month
On the Suite: Expenses & Mileage
- Starts with
- Receipts in wallets and mileage claims on scraps of paper.
- The Suite
- Staff photograph receipts and log mileage at civil service rates, and subsistence, from their phone.
- You approve
- Approve, reject or mark each claim paid in one tap.
- You get
- Bookkeeping and enhanced reporting helper files for payroll.
Proposals and onboarding
Used by the practice
On the Suite: Proposals & Onboarding
- Starts with
- A new client asking what M.A. Whately would charge.
- The Suite
- The client answers plain questions online and sees an indicative fee. A proposal goes by link to accept by typing their name, decline or ask a question. On acceptance their Suite account is set up in one click.
- The practice checks
- The fee lines are reviewed and edited before any proposal is sent.
- You get
- How M.A. Whately brings on its own clients, with no forms to retype.
Quotes and cash flow
Free in your browser
On the Suite: Quotes & Estimates and Cash Flow
- Starts with
- Quotes typed up in a document, and no clear view of cash in the weeks ahead.
- The Suite
- Quotes with Irish VAT rates, RCT and EU reverse charge handled, turned into an invoice when accepted. A 13-week cash flow forecast with what-ifs.
- You decide
- Price the job and test the what-ifs yourself.
- You get
- A quote to print, save as PDF or email, and your cash position 13 weeks ahead.
