Our Software Stack
Accounting software should remove admin, not create another job.
We use a deliberately small stack of cloud tools to automate repetitive bookkeeping, keep financial information current and give clients better visibility over their businesses. You can do as much or as little of the day-to-day work as you want, while we remain connected to the same data.
Receipts and invoices without the shoebox.
We use Dext and, where appropriate, Hubdoc to collect receipts, invoices and other source documents. Items can be submitted from a phone, by email or upload, with key information extracted and pushed into the accounting workflow.
The practical benefit is simple: fewer missing documents, less manual entry and far less panic when a VAT or accounts deadline arrives.
Your accounts become something you can actually use.
For businesses that need live bookkeeping and reporting, we work with QuickBooks Online and Xero. Bank feeds, invoicing, customer balances, VAT records and management information can all sit in one connected system.
That matters because bookkeeping stops being a year-end compliance exercise and becomes a current view of what the business is doing.
Review the numbers while there is still time to act on them.
Track invoices and overdue balances without maintaining parallel spreadsheets.
Cloud records are available to the business and to us when questions arise.
When bookkeeping is not enough, turn the data into decisions.
For deeper management reporting we use Fathom and Syft Analytics. They extend cloud accounting data into dashboards, KPI analysis, management reporting and forecasting.
Fathom supports three-way and driver-based forecasting, while Syft provides reporting, visualisation, forecasts and other analytical tools. Syft was acquired by Xero, but continues to operate as a reporting and analytics platform.
For crypto, spreadsheets stop scaling very quickly.
For clients with material crypto activity, we use Koinly to aggregate transaction histories and prepare the data needed for UK tax reporting. It can connect to exchanges and wallets and apply UK share-pooling rules to the transaction history.
Use the software where it saves time. Use us where judgement matters.
You do not need every tool on this page. We choose the combination that fits the volume, complexity and reporting needs of the business, and we can change that setup as those needs evolve.