For Accountants

Your Clients Upload.AI Processes. You Approve.

Give your self-employed clients a modern portal. AI handles the data entry. You stay in control—reviewing, approving, and advising.

Same clients. 10x less grunt work. Higher margins.

Free for your first 3 clients · No commitment · White-label available

Sound Familiar?

WhatsApp at 11pm

Blurry receipt photos. 'Can you do my VAT?' No context. No organisation.

Quarter-end chaos

10 hours per client chasing missing documents. Every. Single. Quarter.

Can't scale

You've hit capacity. More clients means more staff. Margins shrink.

Low-value work

You trained for years. Now you're doing data entry. Something's wrong.

What if your clients sorted themselves?

They upload. AI processes. You review in minutes, not hours.

How It Works

You stay in control. AI does the heavy lifting.

1

Your Client Uploads

They send receipts, invoices, bank statements—however they want. Email, WhatsApp, drag & drop. We accept chaos.

2

AI Processes Everything

Extract data. Categorise expenses. Flag VAT issues. Chase missing info automatically. All before you see it.

3

You Review & Approve

Clean, organised data ready for your review. Approve in minutes. Export to Xero, Sage, or download reports.

Your clients get a modern portal. You get clean data.

They think you're brilliant for recommending it. You spend 90% less time on grunt work.

The Numbers

10 → 1hours per client, per quarter

That's 9 hours back for every freelancer you serve. Advisory work. New clients. Or just going home on time.

5xclient capacity

Same team. Same hours. Serve 50 freelancers instead of 10. Without the chaos, without the burnout.

Highermargins

Less time per client = more profit per client. Plus, you look like a tech-forward practice.

You Stay in Control

Your clients, your relationship. They see your branding, not ours.

You set the review process. Approve everything before it goes anywhere.

You keep the advisory. AI handles compliance. You handle strategy.

You choose the pricing. Charge what you want for your review time.

Try It Free With Your First 3 Clients

See why accountants are switching.

15-minute demo. No commitment. See how your messiest client becomes your easiest.

Free for 3 clients · White-label available · Cancel anytime