AccountantOS
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Private beta · now inviting founding practices

Practice management,
outside the inbox.

Every client, every deadline and every document — tracked, chased and filed in one system. AccountantOS is the operating system for modern accountancy practices.

Be first in when we open the doors · No spam, ever
Meridian & Co — Today
Workspace
TodayTasksBillsFinancialsClientsProposals
Tuesday, 9 answers waiting4 need a person · the rest are already moving
Overdue tasks32 waiting on clients
Bills to publish7extracted, ready for Xero
Filings this month5all on track
TaskDueState
Reconcile Barclays to 30 SeptemberTodayOn track
VAT quarter to 30 September7 NovWaiting
Management pack — Q312 OctWith you
Film coming soon

Connects to what your practice already runs on

XeroMicrosoft 365TeamsSlackStaffologyCompanies HouseSumsub
The problem

The tools aren't the problem. The gaps between them are.

The deadline list lives in someone's head.

Confirmation statements, VAT quarters, accounts due — tracked in a spreadsheet one person updates and everyone else hopes is current.

“Where's that invoice?” is a search of three inboxes.

Supplier bills arrive wherever the supplier felt like sending them, and filing them is a job someone does on a Friday. Or doesn't.

The month-end pack is rebuilt by hand. Every month.

Export, paste, re-format, re-check. The numbers were right in the ledger; the hours went on the document.

The practice OS

One system that covers the whole engagement.

Every module below is live in the product today — click through for the full story.

Tasks & Today

One queue for every client's work

Kanban or list, recurring jobs, approvals with a trail — and statutory deadlines pulled straight from Companies House.

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Bills

Invoices that file themselves

Each client gets a forwarding address. AccountantOS reads what arrives, extracts the numbers and queues a one-click publish to Xero.

See how it works
Financials

Management accounts, versioned

Synced from Xero, adjusted where you're looking, commented on the exact cell — exported to PDF or Excel when it's client-ready.

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Clients

Everything you know, in one place

The KPI table across the book, files with two-sided approval, an encrypted vault, and chat that relays Teams and Slack.

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Onboarding & AML

Signed and compliant in one flow

Prospect pipeline, proposals with e-signature and Direct Debit mandate, and AML checks with monitoring built in.

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Automations

Rules that do the routine work

Fire on events, schedules or a click. Drafted by AI from a sentence, reviewed by you, with a run history you can audit.

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How it works

Up and running in four steps.

01Connect

Xero, Microsoft 365 and Companies House. Clients, deadlines and mail arrive with them.

02Forward

Every client gets a bills address; documents land extracted, not filed by hand.

03Work

Tasks, approvals and deadlines in one queue, with the routine chasing automated.

04Report

Management accounts synced from Xero — commented, versioned and exported.

1Forwarding address per client — bills arrive filed
5Statuses a bill moves through — its state always visible
7Integrations, from Xero to Companies House
0Spreadsheets needed to keep systems in step

Honest about security.

Your clients’ records are the practice. We state exactly how they’re protected — and claim nothing we can’t show. Read the security page

Encrypted in transit and at restUK-hosted, UK GDPR-alignedAccess controlled per feature, sensitive reads loggedNo certifications claimed that we don't hold

The whole practice, on one system.

We're inviting founding practices now. Leave your email and you'll be first through the door.

AccountantOS

The operating system for accounting practices.

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