Features

Everything the work needs.

AccountantOS covers the whole engagement — from the first enquiry to the filed accounts — so nothing lives in the gaps between systems.

The daily work

The work, covered.

Tasks · Today · Calendar

Deadlines tracked by the system, not by memory.

One queue for every client's work, approvals with a trail, statutory deadlines straight from Companies House, and a morning view that's already triaged.

TasksTodayCalendarCH deadlinesThe full story

Bills

Supplier invoices, without the re-keying.

A forwarding address per client, AI extraction, supplier rules and a one-click publish to Xero — with a locked-period guard protecting closed periods.

Bills inboxAI extractionXero publishSupplier rulesThe full story

Financials · Payroll

The month-end pack, without the rebuild.

Management accounts synced from Xero — versioned, adjusted with provenance, commented on the cell — beside the payroll register from Staffology.

Management accountsVersionsExportsPayroll registerThe full story

The client relationship

The relationship, covered.

Clients · Files · Knowledge base

One client's whole story, in one place.

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

Clients tableFiles & approvalsVaultTeams/Slack relayEngagement⌘K searchThe full story

Prospects · Proposals · AML

From first enquiry to compliant client, in one flow.

Pipeline, proposals with e-signature and Direct Debit mandate, and AML checks with monitoring built in — so a won client starts as a compliant one.

PipelineProposals & e-signAML checksMonitoringThe full story

Automations · Integrations

The routine work, handled by the system.

Rules drafted by AI from a sentence, reviewed by you, run on events, schedules or a click — connected to the seven systems the practice already uses.

Automation rulesRun history7 integrationsThe full story

See it on your own clients.

Founding practices get the whole system, hands-on help moving in, and a say in what we build next.