Client data stays on your device

Accounts your clients actually understand.

A presentation layer for accountants. Take statutory accounts and bookkeeping exports and hand back something clear, drillable and genuinely impressive — without adding hours to the job.

Annual accounts, reimagined

Upload the accounts and let AI pull the figures, or key them in. Get a drillable report with waterfalls, comparatives and ratios your client will actually read.

Period performance from Xero

Drop in a transaction export. Every column is mapped to a standard schema, then charted: trend, VAT position, concentration, and a filterable explorer.

2026/27 planning calculators

Sole trader vs limited company with a crossover chart, remuneration mix optimiser, corporation tax with marginal relief, and employer NIC costing.

Privacy by design

We store an anonymous client code and nothing else. Names, documents, figures and transactions are held in your browser, optionally encrypted per client.

Print-ready output

Every report is laid out for A4 so anything on screen can be handed over as a PDF.

2026/27 rules throughout

Rates, thresholds and marginal relief live in one versioned config, so the numbers stay consistent everywhere in the tool.