The AI operating system
for tax accounting

01 / 08

Work moves forward on its own

02 / 08

It flags what needs a human

03 / 08

Ask a question. Or change the work.

04 / 08

Like Teams, with your whole practice in the room

05 / 08

You approve. It does the rest.

06 / 08

Syncs with everything

07 / 08

It knows your whole practice

08 / 08

Bring back office to your practice

Hands-on setup for UK practice owners and franchise operators, shaped around how your team works.

Book a demo

HMRC, Companies House, practice management, accounts production, email, payroll. All of it.

TaxCalcTax returns & accounts
XeroBooks & reconciliations
OutlookEmail & calendar
EngagerClient records & files
BrightPayPayroll
IgnitionProposals & payments
TaxCalcTax returns & accounts
XeroBooks & reconciliations
OutlookEmail & calendar
EngagerClient records & files
BrightPayPayroll
IgnitionProposals & payments
QuickBooksBooks & payroll
KarbonTeam workflows
DextReceipts & invoices
Microsoft TeamsMessages & calls
IRIS ElementsTax & practice suite
GoCardlessDirect debits
QuickBooksBooks & payroll
KarbonTeam workflows
DextReceipts & invoices
Microsoft TeamsMessages & calls
IRIS ElementsTax & practice suite
GoCardlessDirect debits
FreeAgentSmall-business accounts
AccountancyManagerClient tasks & deadlines
FirefliesMeeting notes
SageAccounts & payroll
Xama AMLAML checks
StripeCard payments
FreeAgentSmall-business accounts
AccountancyManagerClient tasks & deadlines
FirefliesMeeting notes
SageAccounts & payroll
Xama AMLAML checks
StripeCard payments
CapiumAccounts production
SentaPractice management
AutoEntryData capture
GmailEmail
MoneysoftPayroll
FathomManagement reporting
CapiumAccounts production
SentaPractice management
AutoEntryData capture
GmailEmail
MoneysoftPayroll
FathomManagement reporting
BTCSoftwareTax & accounts
PixiePractice management
HubdocBills & receipts
CalendlyBookings
FloatCash flow forecasts
DocuSignE-signatures
BTCSoftwareTax & accounts
PixiePractice management
HubdocBills & receipts
CalendlyBookings
FloatCash flow forecasts
DocuSignE-signatures
NomiBookkeeping & tax
BrightManagerPractice management
ApprovalMaxApprovals
ZoomClient calls
SyftReporting
Inform DirectCompany secretarial
NomiBookkeeping & tax
BrightManagerPractice management
ApprovalMaxApprovals
ZoomClient calls
SyftReporting
Inform DirectCompany secretarial
StarlingBank feeds
GoProposalProposals & pricing
ChaserCredit control
3CXPhone system
SpotlightForecasting
SmartVaultDocument storage
StarlingBank feeds
GoProposalProposals & pricing
ChaserCredit control
3CXPhone system
SpotlightForecasting
SmartVaultDocument storage
TideBank feeds
FYIDocuments & email
DropboxFiles
WisePayments
TideBank feeds
FYIDocuments & email
DropboxFiles
WisePayments

Knows how your practice works

Back office learns your steps, milestones and owners from the systems your team already uses.

Tax state in one place

See what's filed, accepted, paid, or overdue across HMRC and Companies House without bouncing around government portals.

Understands all your docs

Documents, emails and uploads are matched to the right client, obligation and period automatically.

Search across your firm

Find organizations, people, documents, and the work attached to them from one place.

Northline DesignVAT · Q1
  1. Request recordsMon
  2. ReconcileTue
  3. ReviewMary
  4. Submit

Knows how your practice works

It learns your steps and owners from the tools you already use.

  • Eastwood PlumbingVAT · Q1Accepted
  • Bramble StudioSelf Assessment£1,265 due
  • Hale & WoodPAYE · MayOverdue
  • Meadowgate JoineryAccounts 2025Filed

Tax state in one place

What's filed, paid or overdue across HMRC and Companies House.

Barclays Jan–Mar.pdfBank statement

Northline Design, Jan–Mar 2026. £4,820 net in, matched to the VAT Q1 return.

Northline DesignVAT Q1£4,820
Sales invoices Q1.csvReading…

Understands all your docs

Every document matched to its client, obligation and period.

  • Northline Design LtdOrganisation
  • Sarah MitchellDirector
  • Q3 VAT Return.pdfDocument

Search across your firm

Find clients, people, documents and the work attached to them.