Practice Accountancy

Live Self-serve pricing — no scoping call needed, request to buy when you're ready.

FinanceIQ — the whole practice on one screen.

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.

Request to buy →See pricing

£29 per seat / month, excluding VAT, billed in arrears · plus a one-off onboarding fee (quoted for your setup — get in touch for a figure) · monthly rolling, cancel for the end of any month · drops to £24.17/seat/month automatically after 12 consecutive paid months, no prepayment · how pricing works

◆ No scoping call needed — pay by card or PO once you're signed off, and we'll grant access as soon as that clears. Want to see it running first? book a walkthrough instead.

Practice cockpitCompliance calendarJob pipelineClient intelligenceHosted team mode & tamper-evident audit trail

Works with what you already have: Companies House lookup built in; client lists and deadlines import from CSV exports of your practice software (IRIS, TaxCalc, Xero, QuickBooks).

Where your data lives: On your own device by default — nothing is sent to us until you're ready. Hosted team mode, set up for you as part of onboarding, gives your whole practice one shared, live client/task dataset with roles and a tamper-evident, append-only audit trail — held in a UK database (Supabase, London, eu-west-2), separated from other clients by row-level security. Security & trust →

FinanceIQ — Practice Overview

What it does

Everything FinanceIQ surfaces, in one place.

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Deadlines that find you first

VAT, CT600, confirmation statements and MTD ITSA updates ranked by urgency, so nothing slips past the statutory date.

WIP & lock-up at a glance

Unbilled work-in-progress and average lock-up days tracked against last year — the levers that actually move practice cash.

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A live job pipeline

Records in, bookkeeping, accounts prep, review, approval, filed — every client's position across the production line.

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Action alerts

Records incomplete, VAT thresholds approaching, invoices overdue — flagged per client before they become a problem.

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Client intelligence

A client-by-client view of risk, status and opportunity that turns your practice data into next actions.

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Onboard a client in one pass

Add a client by company number and FinanceIQ pulls their year-end, confirmation-statement date and incorporation from Companies House, and pre-fills the PSCs into the AML register as beneficial owners for you to verify — finishing on a completion card with statutory deadlines generated and a welcome email drafted.

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Engagement letters & fee proposals

Generate a branded, print-ready engagement letter and fee proposal with scope auto-derived from the client's compliance profile — with starter MLR 2017 client due-diligence and referral-fee disclosure clauses for you to check against your professional body's guidance.

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Reports library

Practice briefs and reporting packs generated from the same data your cockpit runs on.

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One shared cockpit, not one partner's laptop

Hosted team mode — set up for you as part of onboarding — puts the client book and task pipeline on one live dataset your whole practice signs into, with roles and a server-side, append-only audit trail no one can edit or delete after the fact.

Why a cockpit

Stop stitching the practice together from memory.

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.

FinanceIQ — Compliance & pipeline

Filings due in the next 30 days

A rolling compliance calendar so the next statutory deadline is never a surprise.

Average lock-up, days

Tracked against last year, so you can see the cash impact of how fast work moves through the practice.

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Every active client, one pipeline

Every client's job stage in a single board — no spreadsheet reconciliation between managers.

Talk to us about FinanceIQ

Compliance & standards

The go-to cockpit for every UK practice deadline.

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.

MTD

MTD deadlines tracked

VAT and MTD for Income Tax obligations surfaced per client, as the ITSA roll-out phases in from April 2026. Your HMRC-recognised software files the return; FinanceIQ makes sure the date never slips.

HMRC

Statutory deadlines tracked

VAT, CT600 Corporation Tax and self-assessment dates — filing and payment kept distinct — ranked by urgency so nothing slips past the statutory date.

Companies House filings

Confirmation statements and annual accounts surfaced on a rolling calendar against each entity's filing date.

AML

AML record-keeping built in — not billed separately

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. It is the due-diligence register, not a PEP or sanctions data feed, and it does not submit SARs.

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 →