Log in

Full, Ledger, Archived

Pay for the work each file actually needs.

Every client sits on one of three scopes: Practice at £12 per live client, Ledger from £1.50 per file for dormant files, or Archived. Switch a client between scopes from its row, and billing works out per day a client is live.

Start free trialSee all features

No minimum. Priced from client 1.

Client scope on AccountsOS: Full, Ledger or Archived per client. Pay for what each file needs.

AccountsOS · Every client, one row

The client companies table on the practice desk, one row per client with needs-you count, allocated team member, client access and scope

How it works

How it works

01

Practice: the whole product

For live clients you actively work on. £12 per live client, with volume discounts above 100 clients.

02

Ledger: dormant files

For dormant and low-activity files you only touch at year end. CSV import, journals and financial statements, from £1.50 per file, any volume.

03

Archive stops the charge

Archive a client and it stays in your book, unbilled, with nothing running on it until you restore it. Restore lands back on Full.

04

Billing follows scope, per day

Switch a client between Full and Ledger from its row at any time. Billing works out per day a client is live on each scope.

  • Practice: bank feeds, AI categorisation, VAT and MTD filing, payroll, annual accounts
  • Ledger: CSV import, journals, fixed assets, financial statements, no bank feeds or tax filing
  • Archive a client and it stays in your book, unbilled, with nothing running on it until you restore it
  • Switch a client between Full and Ledger from its row, any time
  • No minimum, priced from client 1, volume discounts on Full above 100 clients

AccountsOS · Archive a client, stop the charge

The practice desk filtered to archived clients, showing an archived client row with restore and delete controls

FAQ

The questions accountants ask first

What actually stops running when a client is archived?

Batch prep, the attention desk and scheduled bookkeeping jobs skip an archived client. Nothing is deleted and the file stays in your book, ready to restore.

Do I pay for clients while I set them up?

No. Every client you add starts as not live. Set it up, bring the books in and invite the client, then put it live. Billing starts that day.

What is on Ledger that is not on Full?

Ledger covers CSV and PDF statement import, journals and adjustments, fixed assets and depreciation, and financial statements for year end. It does not include automated bank feeds, VAT and tax filing, invoicing or payroll, which are Full-tier only.

Can we move a client back to Full once it wakes up?

Yes, from the client's row at any time. The switch takes effect immediately and billing follows the new scope from that day.

Is there a minimum number of clients or a monthly floor?

No. Both tiers price from client 1, with no monthly minimum. Practice is £12 per live client with volume discounts as the book grows; Ledger is from £1.50 per file, any volume.

Does archiving a client remove their history?

No. Archiving stops billing and stops automation. The books, documents and history stay exactly as they were until you restore the client to Full.

Related features

Add a client

Add one client in thirty seconds, or connect Xero and bring the book.

Practice desk

One queue for the whole client book, sorted by what needs you.

Team and allocation

Invite the team, allocate the clients, audit who can open what. No per-seat fee.

Put Client scope to work

30-day free trial, then priced per live client. No minimum.

Add Finn to your practice

See every feature on the features page.