Manage Every Client from One Login
Practice Dashboard. AI analysis across your portfolio. Deadline tracking for your entire client book. All free during Early Access.
No demo call needed. Sign up, tick "I manage accounts for other businesses", and you're live in 60 seconds.
12
Client companies
8
Deadlines (30d)
2
Overdue
47
Unreconciled
Hamilton Consulting Ltd
Ltd UK
Khalid Trading LLC
LLC UAE
O'Brien & Partners
Ltd Ireland
Nexus Digital Ltd
Ltd UK
Practice Dashboard: every client, every deadline, one view
You Manage the Clients. Finn Does the Heavy Lifting.
AccountsOS Practice Mode is built for accountants and CFOs who manage multiple companies. You add each client as a company under your account, upload their data, and let Finn handle the analysis.
Your clients never need to log in. They don't even need to know you're using AccountsOS. You're the user, Finn is your tool, and the Practice Dashboard is your command centre.
Ask Finn "which clients have overdue deadlines?" and get the answer in seconds, not after logging into 12 different systems.
AI That Scales You
Finn analyses books, flags issues, drafts correspondence, and answers tax questions across all your clients. The analytical capability that would normally require a junior, built into the tool.
Serve more clients without scaling headcount.
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. Your clients see your work, not our software.
Free during Early Access. Practice pricing tiers coming soon.
What You Get in Practice Mode
Everything a personal user gets, plus cross-company tools built for practices.
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 UK, Ireland, UAE, Bulgaria, Australia, and US from one account. Each company gets country-specific tax rules, deadlines, and compliance.
Document Collection
Clients forward receipts by email or WhatsApp. AI extracts data and matches to transactions. No more chasing for 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 & Compliance
P&L, Balance Sheet, VAT summaries generated from transaction data per client. Corporation tax estimates, payroll, dividend tracking.
Live in 60 Seconds
Sign Up as a Practice
Create your account and tick "I manage accounts for other businesses". Or enable Practice Mode later in Settings.
Add Client Companies
Add each client as a company. Upload their bank statements, receipts, and invoices. Finn starts categorising immediately.
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.
Free During Early Access
Practice Mode is free right now. We're building it alongside our first beta testers. When we introduce pricing, early practices get the best rates locked in permanently.
Your Clients Won't Know. Your Bottom Line Will.
Practice Mode is the AI leverage that lets you serve more clients without hiring more people. Sign up, add your first client, and see the difference in your first session.
Questions? Email hello@accounts-os.com