
AccountKit | Inter-entity Loan Tool
Auto-match inter-entity loans across accounts and Xero files. Reconciled continuously, not at EOFY.

AccountKit | Workflow
One workflow view for every job and deadline — no more digging through emails, spreadsheets and sticky notes.

Accounts Payable Automation
From invoice to reconciliation, in one place.

AI contract intelligence, draft to signature.
Ask your contract portfolio anything in plain English — every answer cited to its source clause.

AI Data Quality Automation
Over 150 reasons to connect your client files and let your new tireless employee get to work.

Ask Fi, Your AI Agent
Fi does the work you hand it, inside limits you set, and never runs without a record of why.

Automatic Time Tracking
Memtime tracks your work in the background, capturing all activities while keeping your data offline.

Capium 365
Capium 365 is a cloud accounting solution designed for UK businesses and accountants, enabling seamless collaboration and data sharing. With real-time financial insights and compliance with MTD IT, it allows unlimited invoice and receipt uploads through its mobile app and web browser. Capium 365 also offers unlimited bank feeds, user licenses, and document storage, simplifying workflows for efficient bookkeeping anytime, anywhere. Transform client interactions and data management with Capium 365 today.

CCH iFirm AML: Simplify anti-money laundering compliance and client verification
Manage AML compliance, KYC checks and ongoing monitoring from one integrated platform.

CCH iFirm MTD for Income Tax: your HMRC recognised MTD solution
Streamline MTD for Income Tax compliance through one connected cloud platform.

Company cards and spend control
Built into Modulr’s payments automation platform, giving you control of company spending before money moves.

Content Snare
Content Snare is the simple, secure way for accounting and bookkeeping firms to onboard clients, collect documents and get answers, without the endless back and forth. Set up a request once and Content Snare does the chasing for you. Automatic reminders follow up until everything is in, so you never have to nag a client again. Your clients complete a clear, guided checklist with no login and no app to download, on any device. End clients consistently rate it among the most professional and easy-to-use systems on the market. The result is the right documents first time, faster onboarding, and hours back every week. Highlights: => Build custom requests with AI: paste in a messy list of questions and Content Snare turns them into a polished, guided request => Automatic reminders that do the follow-up for you => Reusable templates for onboarding, tax returns, KYC and more => Approve or reject each answer, with everything organised in one place => Integrates with the tools you already use => ISO 27001 certified with bank-level encryption Trusted by 1,800+ firms collecting over 370,000 documents every month. Come and say hi at stand F60.

Custom XBert Alerts
Proactive Advisory. Monitor anything - Built by you - Just ask.

Customer Agents
We've launched Customer Agents: AI that automates credit control decisions for each individual customer, rather than applying one fixed workflow to everyone. Traditional software follows rigid sequences (day 3 reminder, day 7 follow-up, day 14 escalation), treating every customer the same. We built Customer Agents differently. You set the rules of engagement — which channels we can use, how persistent to be, what actions we're allowed to take, and where you want a human in the loop. Within those rules, the agent decides the next best action for each customer. Two capabilities are live today: Optimised reminders learn which timing, channel, and cadence combination gets each customer to pay, adapting as new payment data comes in. New customers start on a standard sequence, which we then refine based on what actually works. Automated late fees apply statutory interest and fixed compensation to overdue invoices from the original due date. Payment links update as interest accrues, grace periods give customers a window to pay first, and reconciliation back to your accounting software (like Xero) happens automatically. We also send account statements when a customer goes quiet and retry failed payment methods — each configured once and applied automatically when relevant. Our aim is to remove the admin overhead that's historically stopped businesses enforcing rights like UK statutory late payment interest, in place since 1998. Our approach: you define what good looks like and set the constraints; we handle execution. Next, we're building routing rules to assign new customers to the right agent, and approval flows for sensitive actions.

Digital Novel Assets (DNA)
Digital Novel Assets (DNA) helps innovative companies identify and capture the value of intellectual property created through R&D, including software, algorithms, technical know-how, processes, designs, products and systems. We assess whether the asset can be clearly defined, evidenced, owned or controlled, reliably costed and linked to future economic benefit. Supporting evidence can be securely archived and digitally timestamped to strengthen verification and protection. It complements R&D tax relief. The claim rewards development cost, DNA captures the asset value created.
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