Walk into every client meeting already briefed.
One pack brings together cash, runway, tax deadlines, collections, ranked risks and unfinished decisions — with missing data called out before the meeting.
Free for 14 days · up to 5 clients · no payment details needed
Pre-Flight Advisory Pack
Ranked with the figures behind them
Tax exposure and days remaining
Overdue balances and concentration
Only where the client data supports them
The most material issue, written plainly and tied to the underlying figure.
See it prepare a client meeting · 75 seconds
Read the transcript
Client meeting in ten minutes. You haven't opened the file.
Every client, ranked by risk. You can see who needs the call.
One click builds the Pre-Flight Advisory Pack.
The issue to lead with. Risks and deadlines. Who owes them money. What's still open from last time.
Where the data is stale or missing, it says so. It never guesses.
Between meetings, your client gets a weekly review of their own numbers.
Guidance on their numbers. You stay the adviser.
Your brand. Your client. Your judgement.
We sell to practices. We don't sell to your clients.
£59 per active client, per month.
No platform fee. No seat fee. No minimum.
Start a free practice trial
Free for 14 days. Up to 5 clients. No payment details needed.
The senior read, without the senior preparation time.
The Co-Pilot assembles verified client facts first. It ranks issues, carries forward review actions, and names anything too stale or incomplete to trust. Your professional judgement stays in charge.
Lead with this
The most material issue in plain English, tied to its source figure.
Risks and deadlines
Runway, HMRC exposure, filings and active alerts in priority order.
Collections
Total overdue, top debtors and balances needing intervention.
Last time
Decisions and actions from the previous review, carried into the room.
A practice workflow, not another dashboard.
See the whole book
Clients ranked by risk, with deadlines, collections and opportunities for each.
Prepare one client
Open the record and prepare a printable briefing from the same live facts.
Lead under your brand
Your practice remains visible; the technology remains in the background.
The firm runs on it too — not just your clients.
Inside your practice, the Co-Pilot doubles as the practice manager most firms never get to hire. It is strictly internal — your clients never see it.
Monday deadline board
Every VAT, Corporation Tax and PAYE deadline across the book, with the responsible fee earner named.
Friday partner brief
One page before the weekend: which clients slipped, what moved, and who to call on Monday.
Fee-earner workload
Who is carrying which clients, with open alerts per person — load balance at a glance.
It drafts. You approve.
Client commentary is drafted for review and nothing sends itself. A partner always signs off.
Invite your whole team — partners, managers and fee earners — at no extra cost, and deploy the AI Finance Director to each client in one click.
We sell to practices. We don't sell to your clients.
A business owner who finds us is introduced to a practice. If they already have an accountant, we invite that firm. If they don't, we introduce them to a practice on the platform. Your practice remains the adviser and the filer of record, and your brand is the one the client sees.
£59 per active client / month
Free for 14 days with up to five clients. No payment details needed. Then one monthly Direct Debit, based on active clients.
- The complete Co-Pilot
- Unlimited practice users
- Your practice brand on the client's in-app experience
- Add or archive clients as the book changes
Free for 14 days · up to 5 clients · no payment details needed
Who owns the client relationship?
You do. The client experience carries your practice brand.
Does it file anything?
No. The practice remains the adviser and filer of record. The Co-Pilot reads, ranks and drafts.
What does it need?
A ledger or trial balance export. The system names stale or missing data rather than filling gaps with guesses.
What does £59 include?
One active client business, your whole practice team, and the complete Co-Pilot. No per-user fee, no platform fee and no minimum.