Accounting & Bookkeeping

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Accept Cards & Direct Debit Online

Make it easy for your customers to pay by accepting multiple payment options all directly via your existing invoices.

Variable Recurring Payments

No matter your product or service, Pinch offers flexibility and variance with how you collect payment to help you get paid on time, every time.

Pre-Approvals & Payment Plans

Allow your customers to set pre-approval thresholds for smaller, frequent payments or split larger invoices into payment plans.

Payment Challenges for Accounting & Bookkeeping Firms

Accounting and bookkeeping firms are increasingly expected to advise on cash flow, automation, and financial operations - including payments.

But many firms lack a secure, scalable payment platform for accountants that they can confidently implement for their clients.

Common challenges include:

Clients manually invoicing and chasing payments
No automated direct debit setup for recurring client services
Reconciliation issues within Xero
Clients storing card details insecurely
PCI compliance and data security concerns
Limited visibility over failed or overdue payments
No embedded payment workflows inside accounting systems
Missed opportunities to add value beyond compliance work

Without the right accountant payment solutions, firms can’t fully support clients with modern, automated financial operations.

Ready to implement Pinch for your clients?

Join our Partner Program for accountants and bookkeepers and start earning for every client you refer.

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How Pinch Supports Accounting & Bookkeeping Firms

Pinch helps accounting and bookkeeping firms automate payment collection for their clients while reducing internal admin. By integrating with your existing accounting software and workflows, Pinch powers the payment layer - without changing how you manage invoices or client relationships.

With Pinch, you can:

Implement recurring direct debit and card payments across your client base
Automate retainer and subscription billing
Reduce manual reconciliation with seamless accounting integrations
Automatically retry failed payments to minimise revenue leakage
Provide clients with secure, PCI-compliant payment processing
Send SMS or email payment links for one-off services
Track payments in real time across multiple clients

Instead of chasing payments or troubleshooting overdue invoices, your firm can focus on advisory and growth - while payments process automatically in the background.

BOOK A DEMO

Impeccable customer service + technical wizardry. Onboarding was a breeze with clear and straightforward instructions. The portal is refreshingly well made and easy to use. Being able to send pre-approvals to collect payment information is great for us so we don't waste time setting clients up for payment and most importantly reconciliations are done automatically via the terrific Xero integration! If you are looking to take the next step with your business' billing solutions, I highly recommend you give Pinch a go - their system and workflows mesh so well with ours that it's opened so many possibilities with us to further improve our processes and in some cases even think about new pricing models.

Moe, Online Marketing Gurus

Signed up as I wanted another payment option for my clients and was surprised how easy the app is to use. The flexibility it gives my clients on payments is awesome.

Monika, Ashawed Accounting

Forced into looking for a change by a sudden decision by the existing provider to charge a minimum monthly fee which was 4 times what I had been paying I found and implemented Pinch. Super easy to set up and no hidebound bureaucracy such as encountered from banks. Have been using Pinch for 6 weeks and no issues to date. Particularly like the way it collects monthly subscriptions without any interaction from me. Data flows to Xero accurately and in a timely way. Would thoroughly recommend.

Stella, 1 to 1 Mobile Computer Training

The team at Pinch have been amazing and I couldn't recommend them more highly. Paul and Bill have been great in helping me setup the payments system and integrate it into my business. Always available to help and quick to pick up the phone. Thanks Pinch

David, StudentPay

We have recently signed up with Pinch and can't believe how easy and efficiently it integrated with Xero accounts. Also love the auto-reconcile of payment fees. Pinch also makes it very easy for our clients to pay their bills. Thank you Blake for all your help. We would definitely recommend Pinch!

Valerie, Infinite Print

We've tried and tested out dozens of payment solutions over the years at Digit both with our business, and in helping other businesses move to digital payments. The team at Pinch have been amazing at finding technical solutions to meet bespoke needs. They've helped us leverage their Xero capabilities for variable billing, combined with the ability to push in through their API payer details when people sign our agreements. They're the perfect balance of automation combined with customisation, backed by a super attentive team. Can't recommend them highly enough.

Andrew, Digit Business

Resources for Accounting and Bookkeeping Professionals

Knowledgebase

Find step-by-step guides, FAQs, and help articles to get the most out of Pinch Payments and manage billing efficiently.

Partner Hub

Access resources, referral tools, and information to help you support your clients and grow with the Pinch Partner Program.

Video Tutorials

Watch quick walkthroughs and tutorials that show how to use Pinch Payments, automate workflows, and integrate with Xero.

Frequently Asked Questions

What are the best accountant payment processing solutions that can simplify PCI compliance and enhance data security?

The best accountant payment processing solutions allow firms to securely manage payments for their clients without handling sensitive card data directly. A PCI-compliant payment platform for accountants should tokenise payment details, automate recurring billing, and integrate with Xero to maintain strong data security standards.

How to automate payment workflows in accountants?

Accounting firms can automate payment workflows by implementing payment software for accountants that integrates with client invoicing systems. By setting up recurring billing schedules, automated retries, and direct debit authorisation, firms can help clients eliminate manual payment follow-ups and reduce overdue invoices.

What is the best accountant payment processing solution for Xero?

The best accountant payment processing solutions for Xero integrate directly with invoice workflows, enabling automated collection and reconciliation. Pinch connects with Xero to streamline billing, reduce admin, and improve payment visibility across your client portfolio.

How does direct debit for accountants work?

Direct debit for accountants allows firms to set up secure, recurring payment collections for their clients. Once authorised, payments are processed automatically according to agreed schedules - ideal for service retainers, subscription billing, and ongoing engagements.

How to automate payment APIs in accountants?

For firms building custom workflows or client solutions, Pinch provides API access to embed secure payment systems for accountants directly into software platforms. This enables automated recurring billing while maintaining PCI compliance and data security.