Practice Mode

Finn does the prep.You sign it off.

Point Finn at a whole quarter of VAT returns and it works through the book: reconciles, closes the period, drafts the return. You get back a list of which clients are ready to file and which are blocked, named, with the reason. Your judgement on every one. Finn never files anything itself.

AccountsOS Practice Mode prepares compliance work across an accountant's whole client book: Finn runs reconciliation, month-end close, VAT returns and annual accounts client by client, reports each one as ready or blocked with the specific blocker, and leaves review, approval and filing to the accountant.

Practice Mode is live. Run your whole client book on one platform, with a 14-day free trial and no card required.

HMRC-recognised for MTD VAT23 countriesAPI & MCP access

No big-bang switch required. Pilot with one client, then migrate 50, 100 or 500+ clients in batches.

12

Clients

8

Deadlines

2

Overdue

47

To recon

Hamilton Consulting Ltd

Ltd UK

Khalid Trading LLC

LLC UAE

12

O'Brien & Partners

Ltd Ireland

3

Nexus Digital Ltd

Ltd UK

Practice Dashboard: every client, every deadline, one view

Prepare with Finn

A quarter of VAT returns, prepared in one go.

Pick a deadline group, up to 200 clients at a time, and Finn works through the whole thing. For each client it reconciles the bank, closes the period and drafts the return or the annual accounts. Then it tells you where every client stands.

Ready. The books were clean, so the return is drafted and waiting for your review.

Blocked. Finn stopped and says why: “12 unreconciled transactions in the period”, “VAT registration details are missing”. Named client, named blocker, no guessing.

The digest lands in your inbox when the run finishes. Nothing is filed, nothing is sent to a client, and nothing is final until you say so. Finn does the preparation; the judgement and the signature stay yours.

Q2 VAT returns

4 clients · 2 ready

Ready

Hamilton Consulting Ltd

Return drafted, £4,182.60 payable. Ready for your review.

Blocked

Khalid Trading LLC

12 unreconciled transactions in the period.

Ready

Nexus Digital Ltd

Return drafted, £911.24 reclaim. Ready for your review.

Blocked

O'Brien & Partners

VAT registration details are missing.

What Finn hands back after a batch run

Switching made simple

Try one client first. Move the whole book when it works.

Moving data is the reason most firms stay put. AccountsOS is designed to make the first step low-risk: migrate a pilot client or small batch, check the import plan, and only then scale the process across the rest of the book. Finn can read client exports from Xero, QuickBooks or Sage, create companies, map contacts, opening balances, trial balances, open invoices, bills, VAT history and statement data, then show you what will post before anything touches the books.

Pilot with one client before committing
Bulk migrate 500+ clients in batches
Accountant review before anything posts
Start free trialSwitching from Xero?

You manage the clients. Finn works for your team.

AccountsOS Practice Mode is built for accountants and bookkeepers who manage multiple companies. You add each client as a company under your account, get their data in, and Finn does the preparation: the categorising, the reconciling, the close, the draft return. What reaches you is work to check, not work to start.

Your clients never need to log in. They don't even need to know you're using AccountsOS. You're the user, Finn is the assistant doing the legwork, and the Practice Dashboard is your command centre.

Or give selected clients access when it helps: uploads, questions, receipt forwarding and a modern AI-native portal, with you still in control of the client relationship.

If you run your book on Xero or QuickBooks, you've watched the per-client bill climb every year while the features you already relied on get unbundled into paid add-ons. AccountsOS prices by live client with automatic volume discounts, and the work Finn does in the background is what lets you take on more clients without adding headcount.

Ask Finn "which clients have overdue deadlines?" and get the answer in seconds, not after logging into 12 different systems.

The prep is already done

Finn works the books, drafts the returns, flags what does not tie and answers tax questions across every client. The work a junior would spend the week on, waiting for you when you sit down.

You review and sign off. You never start from a blank ledger.

One Dashboard, Every Client

Practice Dashboard shows deadline health, reconciliation status, and attention flags across your entire client book. Click to drill into any company.

Stop switching between 12 different logins.

Your Practice, Your Pricing

We charge you, not your clients. Bundle AccountsOS into your service fee however you like. Billing follows live client count, while archived clients stay available read-only and do not count.

No minimum, £12 per live client with automatic volume discounts. See full pricing.

What You Get in Practice Mode

Everything a personal user gets, plus cross-company tools, migration, workpapers and API/MCP access built for practices.

Prepare with Finn (batch compliance)

Sweep a whole deadline group, up to 200 clients a run. Finn reconciles, closes the period and drafts each VAT return or set of annual accounts, then reports every client as ready or blocked with the exact blocker. You review and file.

Finn brings you the exceptions

Finn watches every client book continuously and surfaces what actually needs a human: an unexplained balance, a deadline drifting, a client who has stopped sending receipts. You work a queue instead of auditing twelve dashboards.

Month-end close and annual accounts, prepared for you

Finn runs the close and prepares FRS 105 annual accounts from the ledger, flags what does not tie, and hands you the exceptions. Not a report you generate: work that is already done when you open it.

Finn remembers each client

A per-client memory that survives between year ends and between staff. The quirks of a book, the treatment you agreed last time, why that account is used the way it is. New junior, same institutional knowledge.

AI-native client-book migration

Give Finn client exports or access paths from Xero, QuickBooks or Sage. Finn creates a company per client, preserves the chart of accounts where appropriate, reads the files, maps the data and shows you what will import before anything posts.

Practice Dashboard

See all your client companies at a glance. Deadline health indicators, unreconciled transaction counts, and status badges. Click any client to switch into their full books.

Finn Across Your Portfolio

Ask Finn questions across all your clients. "Which clients have overdue deadlines?" "Who needs reconciliation?" AI that works at the practice level, not just per-company.

Deadline Aggregation

Every deadline across every client, in one sorted list. VAT returns, corporation tax, annual accounts, confirmation statements. Red for overdue, amber for approaching, green for clear.

Staff Access

Invite team members with role-based permissions. Viewers for junior staff, admin for senior accountants. Each person sees only the clients they need.

Multi-Country Support

Manage clients across 23 countries from one account, including the UK, Ireland, US, UAE, Australia, and most of Europe. Each company gets country-specific tax rules, deadlines, and compliance.

Document collection and Dext-style intake

Clients forward receipts by email, WhatsApp, Slack, Telegram or Gmail. AI extracts data, deduplicates, files the document and matches it to transactions. No more chasing paperwork.

AI Chat per Client

Switch into any client company and chat with Finn about their books. Tax questions, expense queries, report generation. 40+ tools at your disposal.

Engagement Letters & Memos

Draft engagement letters and advisory memos with client data pre-populated. Country-aware, body-specific (ICAEW, ACCA, CPA-IE). You review and send.

Reports, payroll and compliance

P&L, balance sheet, trial balance, VAT, CT workpapers, payroll, dividends, director loans and report exports per client, filed to HMRC through an HMRC-recognised MTD VAT connection with real submission receipts.

API, MCP and custom workflows

For larger firms with internal systems, AccountsOS is not a closed dashboard. API keys and MCP tooling let your existing automation and AI workflows sit around the client book.

Live in 60 Seconds

1

Sign Up as a Practice

Create your account and tick "I manage accounts for other businesses". Or enable Practice Mode later in Settings.

2

Give Finn the Client Data

Upload exports, statements, receipts and invoices from Xero, QuickBooks, Sage or the client. Finn prepares the setup and import plan for your review.

3

Manage from One Dashboard

Practice Dashboard shows every client's health at a glance. Switch into any company for the full books. Ask Finn anything.

Not live in your country yet?

We'll build your country. Fast.

Xero has added a handful of new countries in its whole history, and won't build a bespoke rollout for one practice at any price. We took Slovenia from a single inbound email to a fully working tax engine, entity types and compliance calendar in under 24 hours. If you run a practice with a client book in a country we don't support yet, or a book large enough (500+ clients) to want a tailored setup and migration, we want to hear from you.

Pricing That Scales With Your Practice

No minimum, priced from client 1: £12 per live client for the clients you actively work, with automatic volume discounts above 100 clients, plus a Ledger tier from £1.50 per file for dormant files you only touch at year end. We charge you, not your clients, so you can bundle AccountsOS into your service fee however you like. Archived clients stay read-only and do not count.

Live client companies priced with volume discounts
Full AI analysis (Finn) per client
Practice Dashboard with cross-company view
Team member invites with role-based access
Multi-country support (23 countries live)
Document capture, AI extraction and receipt matching
VAT, payroll, CT workpapers, reports and audit trail
API keys and MCP access for custom firm workflows

Built for the agent era

The AI-native one. And it shows.

You already use AI every day. Your ledger software has not noticed. AccountsOS is built the way the AI tools you use are built: Finn runs on Claude Sonnet and Gemini, your own AI can connect to your clients' books today, and when practices run on agents, those agents will talk to Finn directly.

Claude Sonnet

Finn's reasoning. The model accountants already use for advice, running your books.

Gemini

Reads your receipts, statements and contracts. Vision built in.

MCP, live today

Connect Claude to your books now. Ask your own AI about your numbers.

Agent to agent

Your agents can talk to Finn directly. The handshake is already wired.

UK data, London

Your records stay in London. AI calls never train the models.

Every number above is live crawler and assistant traffic. Access to your books is scoped, sensitive actions require approval, and financial totals are computed rather than generated.

Practice Mode: common questions

Can I move my whole client book to AccountsOS?

Yes. Practice Mode includes bulk client-book migration: you add each client and paste their export from Xero, QuickBooks or Sage, AccountsOS creates a company per client, and Finn works out what each file is (trial balance, contacts, open invoices and bills, opening balances, VAT history). You see exactly what it will import and review before anything posts to the books.

How much does AccountsOS cost for an accounting practice?

Practice pricing is based on live client companies, priced from client 1 with no minimum: £12 per live client, with automatic volume discounts as your book grows. For dormant or low-activity files you only touch at year end, our Ledger tier is priced from £1.50 per file, any volume. You pay, not your clients, archived clients stay available read-only without counting as live, and the price does not climb every September the way Xero and QuickBooks have.

Do my clients need to log in or pay anything?

No. Clients are covered by your practice plan, not billed their own subscription, and they never need to log in. You are the user, Finn is your tool, and the Practice Dashboard is your command centre.

How is this different from Xero or QuickBooks for accountants?

Xero and QuickBooks charge per client and have raised UK prices repeatedly while unbundling features into paid add-ons. AccountsOS gives the practice AI-native migration, Finn across the whole client book, API access and MCP access in one platform. Finn does the categorisation, reconciliation and month-end across your whole book, so each person on your team services more clients instead of more software.

Can AccountsOS file VAT to HMRC?

Yes. AccountsOS is HMRC-recognised software for MTD VAT and files VAT returns straight to HMRC. MTD for Income Tax support is coming for the April 2026 changes.

How does Finn save my practice time?

Finn reads receipts, statements and invoices, categorises them, reconciles the bank, and prepares month-end and year-end across every client in the background. Your team reviews the exceptions rather than doing every line, which is how one person services far more clients.

Which countries does AccountsOS support?

AccountsOS is live in 23 countries, including the UK, Ireland, the US, UAE, Australia and most of Europe, each with country-specific tax rules, deadlines and compliance. You can manage clients across multiple countries from one practice account.

Is there a contract or lock-in?

No long-term lock-in. Practice pricing is straightforward and your data is yours. You can export at any time.

Move the Book. Keep the Client Relationship.

Practice Mode lets you move clients out of legacy software, set up a pilot group with Finn, give clients the AI-native experience they expect, and serve more of the book without hiring more people.

Questions? Email finn@accounts-os.com