AccountsIQ delivers advanced financial management solutions to meet the accounting and business needs of ambitious mid-market companies with a growth mindset. Providing automated processes that increase productivity, group accounting features and next level business intelligence, AccountsIQ offers finance leaders an accessible route to digital transformation, with technology that streamlines their workflows and powers better performance. Guaranteed to get you up and running at a fraction of the time offered by competitors, AccountsIQ stands out in the market as an intuitive, cloud-native platform that delivers next-level insights and empowers better business decisions and faster results.

Capacity | Artificial Intelligence | Growth

Active allows firms to produce fully compliant statutory accounts directly within the platform. You can generate iXBRL-tagged accounts that are ready to file with Companies House, without needing to export data into a separate system. Reports are built from the same connected dataset used across workpapers and accounts, ensuring consistency from start to finish. Because everything is connected, updates made during the accounts stage can flow back through to the underlying data where required, reducing rework and keeping records aligned.

For enterprise firms with established data teams, the Data Lake provides secure, governed access to your firm’s raw Active Platform data; including activity data, client and engagement metadata, user profiles, financial summaries, and workflow state data. Delivered to a dedicated Azure storage container, it connects directly to Power BI or your preferred analytics tools. Data is refreshed nightly, giving your team a reliable, structured foundation for custom dashboards, KPI tracking, and firm-wide performance reporting across offices and practice areas.

Active Workpapers provides cloud-based workpapers software for accounting firms. The platform standardises compliance workflows, automates repetitive tasks, integrates with leading bookkeeping platforms, and supports collaborative review processes within a familiar Microsoft Excel environment. Designed for firms seeking greater efficiency and consistency, Active helps teams complete accounts and compliance work more accurately and with significantly less manual effort.

Growth & Partnerships Manager

Built to help firms build high-value advisory around the fastest-growing, most overlooked line in the book: Technology

A digital transformation practice — standardize and modernize

Specialist advisory recruiter across the UK, Ireland, Europe and North America.

Bridge technical capability and commercial delivery to scale AI automation with Kaplan's Level 4 Practitioner programme.

Our reliable sidekicks that deliver value by removing the manual, repetitive across different areas of the business.

AI and integrations on the stack you already pay for. Microsoft 365 with Outlook, Teams and Entra ID SSO. Documents stay in your SharePoint - your tenant, your retention policy. Xero and QuickBooks connected to your ledger. API and webhooks to build what you need. An AI assistant that drafts and triages but never decides. Reporting and analytics covering realisation, WIP and margin.

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