A live cockpit for accountancy practices and bookkeepers. Statutory deadlines, work-in-progress value, average lock-up, AML refreshes and a client-by-client job pipeline — surfaced the moment you open it, not buried in five systems.
VAT, CT600, confirmation statements and MTD ITSA updates ranked by urgency, so nothing slips past the statutory date.
Unbilled work-in-progress and average lock-up days tracked against last year — the levers that actually move practice cash.
Records in, bookkeeping, accounts prep, review, approval, filed — every client's position across the production line.
Records incomplete, VAT thresholds approaching, invoices overdue — flagged per client before they become a problem.
A client-by-client view of risk, status and opportunity that turns your practice data into next actions.
Add a client by company number and FinanceIQ pulls their year-end, confirmation-statement date and incorporation from Companies House, and imports the PSCs straight into the AML register as beneficial owners — finishing on a completion card with statutory deadlines generated and a welcome email drafted.
Generate a branded, print-ready engagement letter and fee proposal with scope auto-derived from the client's compliance profile — MLR 2017 client due-diligence and referral-fee disclosure clauses baked in.
Practice briefs and reporting packs generated from the same data your cockpit runs on.
FinanceIQ pulls the numbers a partner actually needs to run the week into one view — illustrative demo figures shown, your real data once it's live.
A rolling compliance calendar so the next statutory deadline is never a surprise.
Tracked against last year, so you can see the cash impact of how fast work moves through the practice.
Every client's job stage in a single board — no spreadsheet reconciliation between managers.
HMRC, Companies House and AML obligations in one place — FinanceIQ structures your practice data to match what you already report against, a head start on the calendar, not a substitute for filing.
VAT and MTD for Income Tax obligations surfaced per client, ahead of the ITSA roll-out phasing in from April 2026. Your HMRC-recognised software files the return; FinanceIQ makes sure the date never slips.
VAT, CT600 Corporation Tax and self-assessment dates — filing and payment kept distinct — ranked by urgency so nothing slips past the statutory date.
Confirmation statements and annual accounts surfaced on a rolling calendar against each entity's filing date.
The MLR 2017 client due-diligence and KYC register lives inside FinanceIQ, with refreshes flagged per client — one system alongside your deadlines, not a standalone AML subscription on top.
FinanceIQ tracks the deadlines, obligations and records a practice works to — it is not HMRC-recognised filing software and does not submit returns; your recognised software does the filing. We structure your data to these frameworks but are not a tax or compliance authority; confirm your obligations with your own adviser. Full standards breakdown →
What MLR 2017 client due diligence requires of accountants: ID checks, beneficial owners, risk ratings, ongoing monitoring and the five-year record rule.
Read the guide → FinanceIQMaking Tax Digital for Income Tax Self Assessment explained: who is in scope and when, the quarterly update cycle, the penalty regime, and how practices are preparing clients.
Read the guide →We'll shape FinanceIQ around your deadlines, your pipeline stages and your client book.