Accounta Trading

Trading firm management

Free · Designed for iPad. Not verified for macOS.

Accounta Trading is the mobile companion for trading firms — built for owners, sales staff, and back-office teams who need their daily numbers in their pocket. Track outstanding stock, payment dispatch, party ledgers, indents, and bills from a single, fast, offline-friendly app. Designed around the day-to-day workflow of a trading business, the app pulls live data from your Accounta back-office and presents it in clean, mobile-first reports — so you no longer need to wait for a laptop to look up a balance, raise an indent, or check whether a customer has paid. WHAT YOU CAN DO • Outstanding Goods List See every pending consignment with smart filters by line, city, and party. Quickly identify what is still due to be delivered or collected. • Payment Dispatch Report An interactive, zoomable table of payments dispatched — review at a glance who paid, when, and how much. • Debtors and Creditors Up-to-date position reports for every party. Filter by line, city, amount range, or specific party. One tap to call the party directly from the report. • Indent Entry Capture customer indents on the move with autocomplete for parties and items — no more handwritten slips lost between the field and the office. • Find Bill Look up any historical bill in seconds by number, party, or date. • Bulk PDF Bills Generate and share consolidated PDF bills for batches of customers — perfect for end-of-day or weekly statements. • Price List A clean, searchable price reference always in your pocket. • Address Book Every party's contact details, ready when you need them. Tap-to-call from anywhere in the app. • Sale and Search Tracking Quick visibility into sales and search activity across your firm. WHO IT IS FOR Trading firm owners, sales executives, accountants, and back-office staff who want their critical operational data — receivables, dispatch status, indents, and ledgers — accessible in real time from any iPhone. KEY FEATURES • Secure OTP-based phone login — no password to remember • Offline-friendly: data is cached locally so reports keep working on weak networks • Refresh on demand with the "Fetch Latest" action • Tap-to-call directly from any party row • Fast, lightweight, and tuned for smaller phone screens • Clean, card-based interface with high-contrast tables built for quick scanning PRIVACY AND DATA Accounta Trading connects only to your firm's authorised Accounta back-office. No data is shared with third parties. Phone numbers are used solely for OTP authentication and to enable in-app dialing of saved party contacts. See our privacy policy for full details. SUPPORT Need help, found a bug, or want a feature added? Reach out through your firm's Accounta administrator, or contact us at the email listed on the developer page. Accounta Trading is part of the wider Accounta business-management ecosystem covering agency, attendance, admin, billing, and production — built to keep your business running, wherever you are.

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Resolved some bugs.

The developer, Vedant Saraf, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    Vedant Saraf
    Size
    25 MB
    Category
    Business
    Compatibility
    Requires iOS 13.0 or later.
    • iPhone
      Requires iOS 13.0 or later.
    • iPad
      Requires iPadOS 13.0 or later.
    • iPod touch
      Requires iOS 13.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    English
    Age Rating
    4+
    Copyright
    © 2026 Diginet Data System