Walk into every client meeting already briefed.
Upload a client's numbers. Get cash, runway, tax exposure and ranked risks — with the commentary already drafted in your voice.
14 days free, 5 clients. Then £59 per client / month, one bill — see pricing.
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A white-label AI Finance Director for UK accountancy practices. It reads each client's ledger, ranks cash, runway and HMRC exposure across the book, and drafts the commentary for a partner to sign. The practice stays the adviser and the filer of record.
What the Practice Co-Pilot does
A hundred clients, one screen: cash, runway, HMRC risk and opportunities ranked for you — delivered under your practice brand.
Advisory isn't limited by ambition. It's limited by partner hours.
Your best clients want a Finance Director. They pay you for compliance.
Closing that gap by hand costs a senior half a day, per client, every month.
The Co-Pilot does the reading, ranking and first draft. Your judgement, your voice, your name on the work.
Six things that change how your week runs.
Not another dashboard. Work that arrives finished enough to review.
Portfolio Command Centre
The whole book triaged by health, runway and HMRC risk.
The full picture of one client
Cash, runway, tax exposure, risks and anomalies ranked, with the figures behind each.
Commentary drafted, you sign it
Board notes, month-end commentary and client emails in your house voice.
No opening ten tabs, no chasing partners. The portfolio is already triaged — you decide who to call first.
Practice-branded Weekly Reviews
Your name, your colours, your standing in the room.
Nothing happens unseen
Minutes, decisions, actions and transcript for every client review.
Risk and opportunity, book-wide
R&D, EIS/SEIS, exposure and anomalies surfaced across every client.
Your practice signs the work. The platform just does the typing.
Selective by design.
Start with the clients you want to work more closely with. Extend to the whole book only if it suits you.
Choose the clients
Start with the ones that matter most. Extend when you're ready.
Give it the numbers
Connect the ledger or upload what you have. Read within minutes.
Lead the conversation
Open the briefing, edit the commentary, walk in across the detail.
A portal for the practice, not a shared login.
One portfolio screen
Every client ranked by health, runway and HMRC risk. Needs-attention at the top.
Add a client in seconds
Name, sector, entity type. Connect the ledger when you're ready.
Invite the director, branded
Your name, logo and colour on the invitation. Their own instance, not a shared login.
Control who sees what
Assign clients to team members, or open the whole book.
Onboard in bulk
Upload a CSV, review row by row, provision the ones you approve.
Archive without loss
Frees the client place, keeps every review and decision. Restore any time.
Your brand on the front. We stay quiet.
Your name, logo and colour run through the client app, invitation emails and reports. Custom sending domains are on the roadmap.
Two numbers. That's the whole pricing page.
- 14 days, no charge
- Up to 5 client instances during the trial
- The full product — nothing held back
- Cancel before day 14 and you pay nothing
- Every client instance is billed at £59 / month
- No free clients once the trial ends
- One consolidated bill for the practice, one Direct Debit
- Add and remove client seats as your book changes
A client instance is one client business. Five free during the trial, £59 a month each after. See all plans.
Practices moving upmarket without moving upstairs.
Small and mid-size UK practices with owner-managed clients. The Co-Pilot drafts; the practice signs.
Before you start
Who owns the client relationship?
You do. The client-facing app runs under your practice brand, and every review, note and email is drafted for a partner to edit and sign.
Does it file anything with HMRC or Companies House?
No. The practice stays the adviser and the filer of record. The Co-Pilot reads, ranks and drafts — it never submits.
What does it need to be useful?
A trial balance or ledger export from Xero, QuickBooks, Sage or FreeAgent. You confirm how the columns were read before anything is written.
What does £59 per client per month include?
One client business, unlimited users from your practice, and every module. No per-user charges, no setup fee, no minimum term.
How is the practice billed?
One monthly Direct Debit for the practice, covering every active client. Archive a client and it drops off the next bill.
Something not covered? — or see all plans and what your clients see.
Try it against five of your own clients.
Fourteen days, up to five client instances, no charge. Then £59 per client per month on one consolidated bill.