Give every client a Finance Director, under your practice brand
Your clients get a weekly review of their numbers, decisions modelled before they commit, and answers between meetings. Your practice keeps the relationship, sees the risks first and gains a steady stream of advisory work.
Free for 14 days · up to 5 clients · no payment details needed
No tax advice • Mic permission needed for the demo
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It works inside your professional boundary, not around it.
Built over 18 months with input from accountants and business owners, for the question every partner asks first: can I put my name to this?
Grounded in the books
Every figure, projection and warning is worked from your client's own ledger and the official record. If a number cannot be traced, it is not said.
Your professional boundary holds
It does not give tax advice. Tax is calculated from the books, ready for you or your accountant to file, and statutory questions are routed back to your practice.
Everything on the record
Every review, decision and modelled scenario is kept, so your practice can see what was discussed and why.
Each client kept separate
Every client's books sit in their own walled-off space. Your practice sees only the clients it serves.
Your client gets a Finance Director. You get the early warning.
Every weekly review feeds your practice view, so you know which clients need you, and why, before the next deadline or cash squeeze.
Risk across your client book
Clients ranked by what needs your attention first: cash pressure, overdue filings, slipping margins. You see it before the client rings.
Advisory opportunities surfaced
When a client's numbers point to a conversation worth having, it lands on your list as a ready-made reason to call.
Pre-Flight Advisory Pack
Walk into every client meeting prepared: the numbers, the decisions taken and the questions to raise, assembled for you.
Under your practice brand
Your name, your logo and your colours. The client experiences it as a service from your practice, not from us.
£59 per active client per month. What you charge your client for the service is up to you.
Hear how it speaks to your client.
Measured, commercially rigorous, and always pointing back to sound governance and to your practice. Give any company name and hear a real spoken read of its filing position.
No tax advice • Mic permission needed
Two minutes with a Finance Director.
Pick a voice, give your company name, and hear your real UK filing position spoken aloud. No tax advice on the demo — that's what the product does.
Most finance tools show you numbers and leave you to work them out.
MyFinanceDirector builds a working understanding of your business, carries context from one conversation to the next, runs a proper weekly review, and stays available when decisions need to be made.
You are not using software. You are working with a Finance Director that learns.
Four things a dashboard will never do.
It gets to know your business
It starts by reading the official record, your website and your figures, then asks the questions a new Finance Director would ask on day one. Within a single meeting it understands how the money moves, what you sell, where the pressure sits and what you are trying to build.
It remembers
Every decision, every objective, every number you corrected stays on the record. You never brief it twice. The conversation you have next month picks up exactly where the last one finished.
It improves with use
Each week of real numbers, decisions and outcomes sharpens the read. The agenda becomes more specific, the challenges more pointed, and the modelling closer to how your business actually behaves.
It talks properly
A full spoken conversation — interrupt it, push back, ask the awkward follow-up. It holds the thread, defends its reasoning where the numbers support it, and changes its view where they don't.
The work of a Finance Director, week in and week out.
The Weekly Review
The numbers are prepared before you arrive. You are walked through an agenda ordered by what matters most this week, and every decision and action is captured on the record.
Always on hand
Between reviews it stays available. Ask a question at eleven at night and you get a considered answer grounded in your own figures, not a generic explainer.
Decision support in the moment
Hire, price, take the contract, hold the spend. Model it live in the conversation and see what it does to cash, margin and runway before you commit.
Filings readiness
Accounts, confirmation statement, tax and pension duties tracked against the official record, surfaced early enough to be dealt with calmly.
Exit & Transaction Readiness
Eight diligence areas scored continuously, with normalised earnings and the next best actions — so the business stays permanently closer to deal-ready.
Board packs
A board-quality pack assembled from the same understanding: the read, the numbers, the decisions taken and the actions still open.
The same intelligence can work for you in more than one way.
EA support
Chase what's outstanding, prepare the papers, keep the follow-ups moving and hold the diary around your reviews and deadlines.
One memory. One relationship. Multiple ways of working for you.
Practices that want to offer advisory to every client, not just the biggest.
Your smaller clients ask the same questions as your largest ones. Now each of them can get a proper answer every week, under your brand, with your practice kept in the loop.
Free for 14 days · up to 5 clients · no payment details needed
No tax advice • Mic permission needed for the demo