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.

eRequest is an intuitive AI-Powered Procurement App, helping you manage purchase requests, invoice approvals, and business spending in real time. Leverage the control benefits of structured procurement processes without the associated cost or administrative burden.

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.

Suralink’s Financial Statement Tie Out is a purpose-built audit automation solution that leverages AI to streamline the traditionally labor-intensive process of tying out a set of financials. It provides an additional layer of review, so teams can eliminate "fat-fingered" mathematical errors and ensure the highest level of financial reporting integrity.

Gap Analysis helps you work out what is and is not working in your marketing before you spend more money on it. You might know your marketing needs to improve, but not know where the real problem is. Gap Analysis looks at the full picture: your goals, audience, brand, website, analytics, sales process, client journey, existing content and marketing activity. It gives you clarity, helping you understand what to fix first, what to leave for later, and what kind of marketing will actually support your firm’s goals. The result is a more focused plan, better use of budget, stronger messaging, and a clearer path to attracting the right clients.

D&V Philippines provides end-to-end finance and accounting solutions for professional services firms and company CFOs. Working as an extension of your team, we support your accounting, bookkeeping, tax preparation, management reporting, financial reporting, financial planning and analysis, audit support, compliance management, and business performance reporting functions. Designed to be highly scalable and tailored to your needs, our solutions help improve your organizational efficiency -- tapping into a skilled finance talent pool that lets you focus on strategic growth while we handle the day-to-day financial management.

With a range of skills in supply chain integration we build a seamless workflow that gives clients full connectivity and visibility across their operations. - Connecting inventory, ecommerce, finance, warehouse management and 3PL systems - Ensuring processes are faultless, and data is consistent and visible for everyone - Creating a smooth, integrated system that customers and their teams will love.

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!

iplicit is the cloud accounting platform purpose-built for the UK and Ireland's mid-market: organisations that have outgrown entry-level systems or grown frustrated with legacy on-premises vendors. It delivers enterprise capability without enterprise complexity, implemented in weeks, not years. At its core, iplicit gives finance teams one source of truth. Real-time dashboards and reporting show your financial position as it happens, with drill-down from group summary to transaction detail and no export-manipulate-present cycle. Unlimited GL dimensions let you slice data by department, project, location or fund without exploding your chart of accounts. Multi-entity is where iplicit really earns its keep. One platform for your whole group, whether you're 3 entities or 30, with consolidation, currency translation and intercompany eliminations handled automatically. Post an intercompany transaction once and iplicit creates the matching entry in the other entity. New entities added in days, not months. Automation runs throughout. AI invoice processing captures and codes invoices automatically. Approval workflows route to the right people, track every step and don't stop when someone's on holiday. Automated bank feeds match transactions as they arrive, while deferred revenue, depreciation and accruals are handled in-system with full audit trail. The result: month-end close in days, not weeks. Intelligence is built in, not bolted on. iplicit AI Pulse brings AI-enabled analytics, conversational reporting and anomaly detection into the same platform and permissions structure finance teams already use. AI detects. You decide. All of it is backed by UK-based support from real people who understand UK finance, transparent pricing and fast implementation. Over 50,000 daily users across 3,000+ UK mid-market organisations run their finance operations on iplicit, with system access from 103 countries.

Lumiya is an intuitive, AI-powered automation suite that eliminates inefficient processes and empowers teams to move faster. It delivers real-time visibility into your business and strong controls to manage spend and ensure corporate policy compliance. The suite includes 3 powerful automation solutions: Purchasing, sales orders, and expense claims. Lumiya integrates with ERP and accounting systems, including Sage Intacct. Powered by Saltbox, Lumiya is available exclusively from Vision33.

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.