147 results found
    1. Integrated Valuation & Accounting Advisory

      Integrated Valuation & Accounting Advisory

      Most businesses deal with valuation and accounting as separate problems, handled by separate advisers. The result is disconnected advice, duplicated effort, and a gap between what the numbers say and what they mean for the business. Calipro Advisors brings both disciplines together under one advisory relationship. Our team holds expertise across business valuation, share-based compensation, purchase price allocation, goodwill impairment, complex instruments, and client accounting, including management accounts, financial reporting, and cash flow management. This means a business navigating a transaction, a restructuring, or a reporting cycle works with one firm that understands both the technical valuation requirements and the day-to-day accounting reality. The advice is consistent, the reporting is aligned, and there is no need to brief two separate firms on the same set of facts. For owner-managed businesses and growing companies, this integrated approach is genuinely uncommon. We built Calipro specifically to close that gap.

    2. iplicit

      iplicit

      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.

    3. Lumiya

      Lumiya

      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.

    4. Management Accounts & Reporting

      Management Accounts & Reporting

      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

    5. MTD Products

      MTD Products

      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.

    6. Optimising supply chain & operational systems

      Optimising supply chain & operational systems

      Optimising supply chain operations to improve accuracy and build a platform for growth. Our supply chain optimisation service identifies and fixes bottlenecks, streamlines workflows, and unlocks the full power of our clients' Cin7 Core inventory management systems. Our supply chain optimisation consultants and inventory optimisation experts: - Fix complex supply chain problems like stock discrepancies fast, and remove workarounds. - Improve workflows and streamline data. - Retrain teams and build a roadmap for growth.

    7. Oscar for BrightPay

      Oscar for BrightPay

      Oscar: Meet Your AI Payroll Onboarding Assistant Employee onboarding doesn't have to be a time-consuming, manual process. In this session, discover how Oscar, Bright's AI-powered payroll onboarding assistant, is transforming the way payroll professionals welcome new starters. See how Oscar communicates directly with employees via WhatsApp to collect the information needed for payroll, automatically follows up on missing details, and prepares everything for review and approval in BrightPay. By eliminating repetitive data collection and reducing manual administration, Oscar helps payroll teams save time, improve accuracy and deliver a smoother onboarding experience for every new employee. Join us to see how Oscar is redefining payroll onboarding and helping practices and employers focus on work that adds real value.