Click through each demonstration below to experience exactly the systems your practice and your clients will use — built and maintained by our team of Chartered Accountants and technology specialists.
Your clients complete this process themselves — your team receives a complete, compliant file ready to work on.
This portal is built for your practice — branded with your firm name and colours — within 14 days.
Book a free consultation →A premium advisory service your practice can offer to every business client — delivering real-time cash visibility, scenario planning, and runway tracking.
12-month rolling forecast · Updated automatically · Prepared by Thompson & Co
| Month | Inflows | Outflows | Net | Balance | Status |
|---|---|---|---|---|---|
| April 2026 | £28,500 | £22,100 | +£6,400 | £54,640 | Actual |
| May 2026 | £31,200 | £24,800 | +£6,400 | £61,040 | Actual |
| June 2026 | £26,400 | £28,900 | -£2,500 | £58,540 | Actual |
| July 2026 | £29,000 | £25,300 | +£3,700 | £62,240 | Forecast |
| Aug 2026 | £18,500 | £24,800 | -£6,300 | £55,940 | Forecast |
| Sep 2026 | £16,200 | £24,400 | -£8,200 | £47,740 | ⚠ Monitor |
Offer this service to every business client — built and maintained by our team, branded under your practice name.
See Partner Programme →Transform your monthly client meetings. Instead of spreadsheets, your clients see this — gross margin trends, profitability, debtor days, and forecast-vs-actual in one professional view.
Period: March 2026 · Prepared by Thompson & Co Accountants
| Area | Observation | Recommendation | Priority |
|---|---|---|---|
| Debtor days | Rising from 39 to 47 days | Chase overdue invoices — 3 clients over 60 days | Urgent |
| Gross margin | Slipped from 40% to 38.2% | Review March project costings — 2 projects over-ran | Monitor |
| Revenue | 12.4% above target | Strong month — consultancy pipeline healthy | On track |
| Cash flow | Strong — £54,640 balance | Consider September dip — review debtor collection | Plan ahead |
Every business client deserves a report like this. We build and maintain it under your practice name.
See Partner Programme →Every client's AML status visible at a glance. Automated reminders chase outstanding checks. Complete audit trail for every submission. No more spreadsheets or paper checklists.
All clients · Live status · Auto-updated · Full audit trail
| Client | Type | Risk | CDD status | Completion | Next review | Action |
|---|---|---|---|---|---|---|
| Thompson Design Ltd Onboarded: Jan 2026 |
Ltd company | Low | ✓ Complete | 5/5 items |
Jan 2027 | |
| Maria Santos Onboarded: Mar 2026 |
Sole trader | Low | ✓ Complete | 5/5 items |
Mar 2027 | |
| Riverside Properties Ltd Onboarded: Apr 2025 |
Ltd company | Medium | ⟳ Review due | 3/4 items |
Apr 2026 — due | |
| Global Import Co Ltd Onboarded: Oct 2024 |
Ltd company | High | ⚠ Overdue | 2/5 items |
Oct 2025 — overdue | |
| James Thornton Onboarded: Feb 2026 |
Individual | Low | ⏳ Pending docs | 3/5 items |
Feb 2027 |
Replace your spreadsheet checklists with a fully automated compliance system — built and maintained for your practice.
Book a free consultation →