Build schedules from finance contracts, then automate the posting of interest and (optionally) current/non-current splits over the duration of the schedule. Streamline, standardise and create visibility across all schedules across your practice.

Estimate Module The Estimate Module enables advisors to create fast, high-level business valuations in minutes, providing clients with an initial indication of value before a full valuation engagement. By combining company information, financial data, and market benchmarks, it helps advisors quickly qualify opportunities, start valuation conversations, and identify prospects that may benefit from more detailed advisory services. Grow Your Advisory Offering The Estimate Module helps advisors generate more leads and expand their service offering by providing a simple entry point into valuation discussions. Instead of spending significant time on preliminary assessments, advisors can deliver professional value estimates quickly, engage more prospects, and convert estimate requests into full valuation, M&A, fundraising, or strategic advisory engagements.

The Finzu Dashboard is designed to give business owners and senior finance leaders an immediate, accurate picture of the business — not a snapshot from three weeks ago. Core performance metrics are surfaced at a glance: monthly revenue with month-on-month trend, total operational expenses, net profit, and the aggregate value of outstanding receivables. Top clients by revenue and top suppliers by spend are tracked over a rolling 12-month window, giving strategic context alongside the day-to-day numbers. The reporting suite covers the full financial statement set: Profit & Loss, Balance Sheet, and Cash Flow statements are always current and always accurate, because the underlying ledger never closes. Drill-down views into Accounts Receivable, Accounts Payable and the full Nominal Ledger are available at any time. For businesses with compliance or ESG obligations, Finzu also includes a dedicated Sustainability metrics module and Statutory Accounts output. Everything in one workspace. Always real time. No waiting for month end. Visit finzu.ai to register for Beta access ahead of our 2026 launch.

Reconcile inter-entity loans in minutes not hours by matching data direct across multiple Xero files then bulk coding the remaining transactions in real time. This is the founder of AccountKits favourite tool!

Sapphire's outsourced management accounts service enables UK accounting firms to deliver high-quality, insight-driven financial reporting to their clients — without the overhead of additional in-house staff. We prepare monthly, quarterly, and annual management packs that give business owners a real-time picture of their financial performance and support the advisory conversations that drive client retention. Each pack includes a fully prepared Profit & Loss Account, Balance Sheet, Cash Flow Statement, and aged debtors and creditors summary — presented with variance analysis against budget, prior period, and prior year. Where required, we also prepare KPI dashboards, rolling forecasts, three-way financial projections, and MIS reports tailored to the client's sector and business model. Our management accounts work is enhanced by Insight X, the financial reporting module within our proprietary SapphireHub AI platform. This tool converts financial data into interactive dashboards featuring year-on-year comparisons, financial ratios, and trend analysis — helping your firm deliver a genuinely advisory-level service to every client. We work directly within Xero, QuickBooks, Sage, FreeAgent, and other platforms your practice already uses. What We Deliver: • Monthly, quarterly & annual management accounts preparation • P&L, balance sheet, cash flow & aged debtors/creditors • Variance analysis — vs. budget, prior period & prior year • KPI dashboards tailored to each client's business model • Budgets, rolling forecasts & three-way financial projections • AI-powered dashboards via SapphireHub (Insight X module) • Works with Xero, QuickBooks, Sage, FreeAgent & more • 3–5 working day turnaround on monthly packs • ISO 27001 & ISO 9001 Certified | GDPR Compliant

Nolan are a leading partner for Microsoft Dynamics 365 Business Central, an all-in-one business management solution that connects financials, sales, service, and operations. Voted Best ERP of 2025 by Forbes Advisor.

The Next Step in Digital Tax: What MTD for Income Tax Means New Filing Requirements for Sole Traders and Landlords Making Tax Digital for Income Tax (MTD IT) is the next major phase of HMRC’s digital tax programme and represents a fundamental change in how sole traders and landlords manage and submit their tax information. Under MTD IT, affected taxpayers will need to move away from paper records and traditional annual Self Assessment filing, and instead adopt MTD-compatible Income Tax software to manage ongoing compliance.

NetSuite is the world’s #1 AI Cloud business software suite covering ERP, Financials and CRM. From start-ups to established businesses, NetSuite helps streamline business processes, gain visibility and drive innovation to keep your business competitive.

Check out a short overview video to get a feel for what AccountKit is all about.

Payroll Software For Accountants Our smart cloud payroll software is the ultimate management software for your payroll services. Use our host of automation tools to save time and fine-tune your offering to clients.

Sapphire provides a fully managed outsourced payroll service for UK accounting firms, handling every aspect of the payroll cycle on your behalf — from initial setup and PAYE calculations through to RTI submissions, pension compliance, and statutory documentation. Our dedicated payroll specialists work as a seamless extension of your practice, ensuring your clients' employees are paid accurately and on time, every time. We process payroll on a weekly, fortnightly, or monthly basis across all major payroll platforms including BrightPay, Moneysoft, Sage Payroll, Xero Payroll, and IRIS. Every payroll run includes full PAYE and NIC calculations, student loan deductions, statutory payments (SSP, SMP, SPP), RTI Full Payment Submissions (FPS) and Employer Payment Summaries (EPS) filed with HMRC on or before payment date. Our team also manages the complete auto-enrolment cycle — assessing employee eligibility, enrolling workers into qualifying pension schemes (NEST, The People's Pension, and others), calculating contributions, and handling postponements and re-enrolment. For construction sector clients, we provide specialist CIS processing including subcontractor verification, monthly CIS returns, and deduction statements. Year-end documentation — P60s, P45s, and P11Ds — is prepared accurately and on time for every employee. What We Deliver: • Weekly, fortnightly & monthly payroll processing • PAYE, NIC, student loan & statutory deduction management • RTI submissions — FPS & EPS filed on time, every time • Auto-enrolment & workplace pension compliance • CIS processing, HMRC returns & subcontractor statements • P45, P60 & P11D preparation • Works with BrightPay, Moneysoft, Sage, Xero, IRIS & more • 1–2 working day standard turnaround • ISO 27001 & ISO 9001 Certified | GDPR Compliant

Accounting practice management software From client tracking and scheduling to deadlines, calendars and even an in-built customer relationship management (CRM) tool, our accounting practice management software is the one-stop-shop cloud-based software, designed for all your practice management needs. Use our suite of tools to manage every aspect of running your practice — and make smarter business decisions.

PracticeGrid — The Complete Practice Management Platform for UK Accounting Firms One Umbrella Platform. Seven Specialist Modules. Total Practice Control. PracticeGrid is a purpose-built practice management platform for UK accounting firms — bringing every client, job, deadline, document, and compliance obligation into one unified system. The Seven Modules • CinchFlow — Practice command centre for client, service and job management • Ledger IQ — GL audit and anomaly detection from Xero and QuickBooks exports • Smart TaxVis — Auto-populates personal tax return working papers from client documents • Year End Pro — Validates year-end working papers against the ETB before review • InsightX — Management accounts and dashboards from your software export in one click • DraftBox — AI email drafting with human review before sending • NoteVault — Permanent client notes and master cards in a searchable hierarchy What We Deliver • Client, job and deadline management in one workspace • MTD ITSA quarterly updates and HMRC submissions • Deadline and risk dashboards — overdue work flagged instantly • Document manager with OneDrive, Google Drive and Dropbox integration • Structured approvals, sign-off workflows and full audit trail • AI-powered GL review, tax return prep and year-end checking • MTD ITSA Ready | AI Governed | ISO 27001 Certified | GDPR Compliant Less Chasing. Clear Ownership. Faster Sign-off. Reduced Risk.

Sapphire Info Solutions provides end-to-end tax return preparation for UK accounting firms, covering the full range of personal and corporate tax compliance. Our qualified tax team handles Self-Assessment Tax Returns (SATR) for sole traders, company directors, landlords, and individuals with multiple income sources — ensuring every return is accurate, complete, and filed in line with HMRC requirements. For limited companies, we prepare Corporation Tax Returns (CT600) including full tax computations reconciled to the statutory accounts, capital allowances, R&D tax relief claims, and loss relief where applicable. We also support Capital Gains Tax calculations, dividend and director remuneration reporting, and Partnership Tax Returns (SA800 and SA104). Every return is prepared using your firm's existing software — TaxCalc, IRIS, CCH, Digita, or Sage Taxation — with a mandatory two-level quality review before delivery. Our standard turnaround is 2–3 working days from receipt of complete information, ensuring your firm never faces a deadline risk due to preparation delays. What We Deliver: • Self-Assessment Tax Returns — all client types (SA100, SA800, SA104) • Corporation Tax Returns (CT600) with full computations • Capital Gains Tax calculations — including 60-day CGT reporting • R&D tax relief and loss relief computations • Dividend & director remuneration income reporting • Works with TaxCalc, IRIS, CCH, Digita, Sage Taxation & more • 2–3 working day standard turnaround • Two-level quality review on every return • ISO 27001 & ISO 9001 Certified | GDPR Compliant