Access Financials: features, editions and UK prices

Checked 28 October 2026 · 7 min read · Accounting

Access Financials is an accounting software from The Access Group. This page sets out what The Access Group's own UK pages say about it: the editions and what they cost, which features are built in and which need an app or add-on. It is a factual summary to help you build a shortlist, not a recommendation for or against Access Financials.

In total we confirmed 34 features for Access Financials from public information: 15 built in and 19 through an app, add-on or separate The Access Group product. Each is listed below with the vendor's own words and a link to the source.

Access Financials editions and UK prices

Prices as published by The Access Group on 28 October 2026. Prices change; always confirm the current price and terms with The Access Group before you buy.

Finance and accounting: Access Financials

• Bank transaction feeds – built in (Access Financials). “It matches bank transactions to ledger entries automatically using open banking feeds, so you review the exceptions instead of ticking through statements line by line.” (theaccessgroup.com)
• Automatic bank reconciliation – built in (Access Financials). “It covers advanced nominal ledger management, multi-entity consolidation, automatic bank reconciliation, multi-currency processing, and MTD-compliant VAT submission, all hosted in UK data centres and delivered through the Access Evo platform with single sign-on and 250+ integrations.” (theaccessgroup.com)
• Making Tax Digital VAT returns – through Access Digital Tax. “It integrates with Excel, Word, Outlook and the wider Microsoft suite, and it supports Making Tax Digital through Access Digital Tax.” (theaccessgroup.com)
• Multi-currency – built in (Access Financials). “Access Financials handles intercompany transactions, multi-entity consolidation and multi-currency accounting with automated currency conversion, and it produces both single-entity and consolidated financial statements.” (theaccessgroup.com)
• Multiple companies / entities – built in (Access Financials). “Access Financials is our core financial management platform, covering everything from multi-entity accounting to project cost tracking.” (theaccessgroup.com)
• Intercompany transactions – built in (Access Financials). “Access Financials handles intercompany transactions, multi-entity consolidation and multi-currency accounting with automated currency conversion, and it produces both single-entity and consolidated financial statements.” (theaccessgroup.com)
• Group consolidation – built in (Access Financials). “It supports multiple entities with consolidation, and it handles transactions in more than one currency.” (theaccessgroup.com)
• Fixed assets and depreciation – through an app or add-on. “It covers accounting, purchasing, projects and billing, fixed assets, stock control, and reporting in a single system, delivered through AI-powered querying and 250+ integrations.” (theaccessgroup.com)
• Recurring journals – built in (Access Financials). “Automated accruals and recurring journals.” (theaccessgroup.com)
• Project / job costing – through an app or add-on. “Access information on costs and payments and automate your project accounting processes.” (theaccessgroup.com)
• Full audit trail – built in (Access Financials). “Full audit trail supporting updates and amendments as well as transaction listings.” (theaccessgroup.com)

Purchasing and payables: Access Financials

• Purchase ordering – through Access Purchase Order Management. “Access Purchase Order Management is the procurement module within Access Financials, developed by The Access Group for UK small and medium-sized businesses with turnovers of £2m to £200m.” (theaccessgroup.com)
• Purchase order approval – through Access Purchase Order Management. “Our invoice and purchase order software speeds up the approval process, lets you stay in control of purchases, automates admin, and gains spend visibility.” (theaccessgroup.com)
• Purchase requisitions – through Access Purchase Order Management. “It covers the full procure-to-pay process, including requisition forms for non-finance staff, automated budget checks, OCR invoice capture with PO matching, multi-currency support, and configurable approval workflows via email and mobile app.” (theaccessgroup.com)
• Invoice capture (OCR / e-mail in) – through Access Purchase Order Management. “It covers the full procure-to-pay process, including requisition forms for non-finance staff, automated budget checks, OCR invoice capture with PO matching, multi-currency support, and configurable approval workflows via email and mobile app.” (theaccessgroup.com)
• Three-way matching – through Access Purchase Order Management. “Book a call 06 08 3-way matching The system automatically matches line items from your purchase order, GRN, and supplier invoice.” (theaccessgroup.com)
• Supplier payment runs (BACS) – built in (Access Financials). “Book a call 02 06 Sales and purchase ledger Manage invoices, credit notes, secure BACs payments, Direct Debit processing, payments, statements, and aged debtor/creditor reporting.” (theaccessgroup.com)
• Employee expenses – through Access Expense. “Take the guesswork out of financial management and know that your business finances are in good hands with Access Expense.” (theaccessgroup.com)

Sales, invoicing and receivables: Access Financials

• Sales orders – through Access Sales Processing. “Capture, validate and process sales orders in a single connected workflow that integrates seamlessly with your accounting, inventory and CRM systems.” (theaccessgroup.com)

Stock and warehouse: Access Financials

• Stock control – through an app or add-on. “It covers accounting, purchasing, projects and billing, fixed assets, stock control, and reporting in a single system, delivered through AI-powered querying and 250+ integrations.” (theaccessgroup.com)
• Multiple warehouses / locations – through Access Stock Control. “You always have a real‑time view of available stock across all locations, accurate valuations in your Nominal Ledger, and clearer insight to forecast purchasing and sales more effectively, all while reducing manual effort and costly errors.” (theaccessgroup.com)
• Bin locations – through Access Stock Control. “Physical and free stock levels update automatically as sales orders, purchase orders, bills of materials, deliveries, and returns are processed across multiple locations, lots, and bins .” (theaccessgroup.com)
• Serial number tracking – through Access Stock Control. “Capture everything from stock codes and barcodes to serial numbers, images, costs, and pricing all in one place.” (theaccessgroup.com)
• Barcode scanning – through Access Stock Control. “Capture everything from stock codes and barcodes to serial numbers, images, costs, and pricing all in one place.” (theaccessgroup.com)
• Goods-in / receiving – through Access Purchase Order Management. “Let's talk 05 08 Goods received notes (GRN) Keep track of received and outstanding stock by marking off individual line items as they arrive, including across multiple deliveries.” (theaccessgroup.com)
• Reorder points and replenishment – through Access Stock Control. “It gives you clear visibility of what you have available, what needs reordering, and the value of your stock at any given moment.” (theaccessgroup.com)
• Stock valuation (FIFO / average / standard) – through Access Stock Control. “You always have a real‑time view of available stock across all locations, accurate valuations in your Nominal Ledger, and clearer insight to forecast purchasing and sales more effectively, all while reducing manual effort and costly errors.” (theaccessgroup.com)

People, HR and payroll: Access Financials

• Time and attendance – through an app or add-on. “Reduce costs and boost profitability with streamlined procurement and automated purchasing, while keeping every project on track with accurate costing and easy-to-use mobile timesheets.” (theaccessgroup.com)

Reporting, platform and integrations: Access Financials

• Cloud (no servers to run) – built in (Access Financials). “Our robust cloud-based systems, including Access Evolve and Access Financials, are designed to support complex businesses and Not-for-Profit organizations.” (theaccessgroup.com)
• UK or EU data hosting – built in (Access Financials). “You use it in a browser on any device, it's hosted in UK data centres, and upgrades are applied automatically so everyone works on the latest version.” (theaccessgroup.com)
• Custom reports – built in (Access Financials). “Build custom reports or choose from our ready-made templates - convenient, accurate, and fully customisable.” (theaccessgroup.com)
• Dashboards / KPIs – built in (Access Financials). “Interactive dashboards enable you to monitor KPIs and quickly drill down to the data, and multi-dimension reporting gives you the visibility and insights to make more informed and timely business decisions.” (theaccessgroup.com)
• Excel integration – built in (Access Financials). “Work seamlessly with familiar tools thanks to effortless Excel integration—no more manual data entry—while single sign-on gives you secure, instant access wherever you are.” (theaccessgroup.com)
• Single sign-on (Microsoft / Google) – built in (Access Financials). “Work seamlessly with familiar tools thanks to effortless Excel integration—no more manual data entry—while single sign-on gives you secure, instant access wherever you are.” (theaccessgroup.com)

How to compare Access Financials with other systems

The useful comparison is against the features your business actually needs. Write down the five or six processes you cannot work without, check each against the list above and against the same list for other systems, and ask each vendor to show those processes in a demo using your own examples.

See our guides to accounting software.

Frequently asked questions