Features Built for Accounting Practices
Everything your clients need to manage their accounts. Everything you need to manage your clients.
Practice Dashboard
Every client company in one view, with deadline health, unreconciled counts and status badges. Click any client to drop into their full books.
Practice Finn (whole-book AI)
Ask Finn what needs you across every client and it answers in one go, ranked and named by client. Say "open Acme" to drop into that client's books, or add and migrate clients straight from the chat. Two tiers: your practice at the top, one client when you drill in.
Deadline aggregation
Every VAT return, corporation tax, annual accounts and confirmation statement across your whole client book, in one sorted list.
Staff access (role-based)
Invite your team with roles: admin for senior accountants, viewer for junior staff. Each person sees only the clients they need.
Document collection
Clients forward receipts by email or WhatsApp. AI extracts the data and matches it to transactions, so you stop chasing paperwork.
Engagement letters & memos
Draft engagement letters and advisory memos with client data pre-filled, country-aware and body-specific. You review and send.
AI-native migration
Give Finn Xero, QuickBooks or Sage exports. Finn creates each client company, preserves the chart of accounts where appropriate, maps the files and shows the import plan before anything posts.
Whole-book onboarding
Bring a pilot group or a full client book across without rebuilding each client by hand. The accountant reviews exceptions instead of re-keying the setup.
API access
API keys support practice-scale firms with internal tools, dashboards, automations or data workflows around the ledger.
MCP for AI workflows
The AccountsOS MCP server exposes accounting tools to Claude Desktop and agentic workflows, so larger firms can connect Finn to the systems they already operate.
Export and audit posture
Reports, workpapers, underlying transactions and audit history remain accessible so a practice can evidence what changed and why.
Client data separation
Each client remains a separate company with role-based access and a logged audit trail.
AI chat per client
Switch into any client and chat with Finn about their books: tax questions, expense queries, report generation, with 40+ tools at hand.
Receipt scanning (AI OCR)
Snap or forward a receipt. AI extracts the vendor, amount, date and category and matches it to the right transaction.
Bank statement import
CSV and PDF import from the major UK banks, plus direct bank connections. AI categorisation runs automatically.
Transaction categorisation
Every transaction mapped to the right category, learning each client's patterns. You review the exceptions, not every line.
Invoicing & expenses
Raise invoices, track expenses and match receipts, per client company, all from the same place.
Voice
Talk to Finn instead of typing. Handy when you're moving between clients or away from the desk.
VAT MTD submission
Calculate 9-box returns and submit directly to HMRC, with a full audit trail.
Corporation Tax
Automatic CT600 preparation from the P&L, including marginal relief.
Annual accounts
Generate iXBRL-ready accounts from the ledger. FRS 105 micro-entity supported.
Confirmation statements
Track CS01 requirements and generate filing summaries.
Director's loan tracking
Monitor DLA balance, S455 thresholds and repayment deadlines.
Dividend vouchers
Generate compliant dividend vouchers with board minute templates.
UK data
Your clients' data is hosted in a UK data centre (London).
Encrypted in transit and at rest
Bank-level encryption protects data everywhere it moves and sits.
GDPR compliant
Full data-protection compliance, including the right to erasure.
Read-only bank connections
Bank feeds can only read transactions, never move money.
Full audit trail
Every action is logged with who did it and when.
AccountsOS vs. Managing Xero/QuickBooks Accounts
See how AccountsOS transforms your practice workflows
| Capability | Xero/QBO per client | AccountsOS |
|---|---|---|
| Check a client's books | Log in one at a time | All clients, one dashboard |
| Chase documents | Manual emails | Auto-reminders + AI extraction |
| Categorise transactions | Manual or basic rules | AI categorisation |
| Migrate a client book | Manual exports and setup | Finn prepares the import plan |
| Spot anomalies | You review everything | Finn flags the exceptions |
| VAT submission | Per-client login | Review and file from the dashboard |
| Connect custom systems | API ecosystem | API keys + MCP workflows |
| Monthly cost | Per-client subscriptions | Live-client pricing with volume discounts |
See the Client-Book Workflow in Action
Bring a representative client set and we’ll walk through migration, Finn, workpapers, reports, API and MCP access against the workflow your team actually runs.