Looking for a tool that fixes a problem in your books?
Owners
Pick the category that matches your problem. Each one lists tools we checked on their own sites.
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What we do
We match finance tools to the people asking for them.
We read what small-business owners, bookkeepers and the builders of finance tools ask in public. We check the tools that answer those questions on their own sites. Then we match the people asking with the tools that answer.
See where you fit
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Which of these sounds like you?
Need help or tools for your practice?
Bookkeepers
Pages on jobs you do for clients, from PDF statements to client reports and overflow work.
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Built a finance tool and need customers?
Builders
See what people are asking for, by category, with dates and links to the threads.
Free · no sign-upSee builder categories →
Who's behind this? About us →
Categories
Eleven live so far. More as we find what people are asking for.
For owners
Inventory beyond spreadsheets
For when Excel is straining and a full ERP feels like too much.
LiveSee the tools →
Books, quotes & invoices
Fed up with your accounting software, or doing invoices by hand? Receipts, bookkeeping and getting paid.
LiveSee the tools →
Cash-flow forecasting for Xero users
Will you have enough cash in 3 months? Five forecasting tools compared side by side.
LiveSee the tools →
Running more than one business?
Two companies and a trust, or a few trading names. Newer tools that add them up into one set of group numbers.
LiveSee the tools →
Sales, payments or bank not landing in Xero or QuickBooks?
Square, Stripe or bank lines missing, doubled or re-typed. The free fixes inside Xero and QuickBooks Online, and five tools that post sales into your books.
LiveSee the tools →
Leaving QuickBooks Desktop?
A price rise, a renewal pop-up, or a "lifetime" licence that expired. An eight-step export checklist, and the newer options owners are moving to.
Not sure where to start? See what other owners are asking →
For bookkeepers
Moving a client's books?
Leaving QuickBooks Desktop or MYOB, or switching after a price rise. Who does the converting, and what it won't carry across.
LiveSee the tools →
Updating a client's product list in bulk?
Bulk imports that can overwrite or duplicate items. Tools with a preview or an undo for QuickBooks Online and Xero.
LiveSee the tools →
Typing PDF bank statements into Xero or QuickBooks?
QuickBooks Online now reads PDF statements itself, and Xero does only in the US and Canada. Three tools for the gaps, and a free way to match lines with no shared reference.
LiveSee the tools →
Client reports taking too long?
Four reporting tools for bookkeepers, with prices and what each says about putting your logo on the reports.
LiveSee the tools →
More work than hours?
Overflow help: one white-label back-office service, a dated caution about providers that have closed, and what we couldn't find.
Not sure where to start? See what other bookkeepers are asking →
For builders
Who's looking for your tool?
What people are asking for, by category, with dates and links to the threads.
Not sure where to start? See who's asking for tools like yours →
Who we are
First Contact matches the questions people ask in public with the finance tools that answer them. This is how we work.
- We pick tools from real, dated public questions.
- We read each tool on its own site and put the date of the check on the page.
- We scan independent reviews and drop tools that don't hold up.
- No tool has paid for a place on this site so far.
- We don't publish usernames or personal details.
Want a shortlist for your setup?
Tell us what you use now and what's getting in the way, and we'll reply with the tools that fit.
Email usinfo@in2fpa.com
Building a tool and want it listed, or spotted something wrong? Use the same address.