Core features

What our technology does for you

Automation handles the routine โ€” freeing your accountant to focus on strategy, savings and growth.

AI-assisted bookkeeping

Receipts are automatically categorised using machine learning. Bank feeds are reconciled in seconds. Every transaction is matched, logged and ready for review โ€” without you lifting a finger.

Live financial dashboard

See your profit, tax position, cashflow and expenses in real time โ€” updated continuously as transactions come in. No more waiting until year-end to understand how your business is performing.

Proactive tax alerts

Our system monitors your financial data and flags issues before they become problems. Upcoming deadlines, potential overpayments, missed deductions โ€” we catch them early, every time.

Bank-grade data security

All your financial data is encrypted in transit and at rest, stored on UK-based servers, and subject to regular security audits. We're fully GDPR compliant and ISO 27001 aligned.

Receipt capture via app

Photograph receipts on your phone and they're automatically digitised, categorised, and matched to transactions. No more shoeboxes of paper โ€” Dext and FreeAgent handle it all.

Automated deadline tracking

Never miss a VAT return, payroll deadline, or Self Assessment filing date again. Our system tracks every obligation and ensures everything is submitted well in advance.

Software we use

Best-in-class tools, included in your plan

We integrate the industry's leading cloud accounting platforms โ€” no extra cost, no setup hassle.

FreeAgent

Award-winning MTD-compliant software. Perfect for contractors, freelancers and small businesses. Includes invoicing, expense tracking, and real-time tax estimates.

Xero

One of the world's most powerful accounting platforms. Ideal for growing businesses with teams. Full bank feeds, multi-currency support and seamless HMRC integration.

Dext

Receipt and invoice capture made effortless. Photograph documents with your phone โ€” Dext extracts the data and pushes it straight into your accounting software.

Making Tax Digital

Fully MTD ready โ€” today and tomorrow

HMRC's Making Tax Digital programme is expanding to cover more businesses every year. We've been MTD-ready from the start โ€” all our software is approved, all our processes are compliant, and we'll handle your transition with zero disruption.

Talk to us about MTD

MTD for VAT

All VAT returns submitted digitally via approved MTD-compliant software.

MTD for Income Tax

Mandatory from April 2026 for self-employed & landlords. We're preparing clients now.

MTD for Corporation Tax

Coming for limited companies. We track all HMRC announcements and will keep you ahead.

Ready to see our technology in action?

Book a free consultation and we'll walk you through the platform.