Custom software for accounting firms - so your accountants can do accounting
The average firm runs on about ten apps - the ledger, the practice manager, the proposal tool, the document portal, the CRM, the spreadsheets - and fewer than half of them are actually connected. The result is that your qualified people spend hours every week being the integration: rekeying client details, chasing documents, reconciling what one system says against another.
Your clients are already asking you for technology guidance. Here's the uncomfortable part: most firms can't take their own advice, because there's nobody in-house to build the connections between their apps. That's what we do. We build the custom software your firm needs, connect it to Xero, QuickBooks, your practice tool and the rest, and look after it for you - so your accountants spend their hours on advisory work and clients, not admin.
We built our first tools for the Fame team - a 6-year-old people business with 100+ clients. They now give those hours back every week.
Read the Fame story →What we build for accounting firms
Client onboarding
Engagement signed, and the client is created in your practice manager, ledger and portal automatically; a single link collects everything you need from them (IDs, prior-year returns, access)
Document intake and chasing
Clients upload once; missing documents are chased automatically and escalated to a person when it matters; nothing lives in email
App-to-app sync
Your CRM, practice management, Xero/QuickBooks and proposal tool finally agree on who the client is and what they've bought
Month-end and year-end workflow tracking
Every client's status, owner and deadline visible without the Friday spreadsheet
Client portals
A branded place for documents, approvals, invoices and status, instead of "did you get my email?"
Report and pack assembly
Management reports and year-end packs drafted from your data, reviewed by an accountant, sent in minutes
Capacity and time dashboards
Hours logged vs. budget by client and staff, live, so you can see margin before the quarter ends
What this looks like for your people
A bookkeeper who used to spend Monday morning rekeying new-client details into three systems now reviews the records the sync created, then gets on with the books. A manager who rebuilt the WIP report every week now opens it. An admin who chased 40 clients for documents now watches the chasers go out and steps in only for the stubborn ones. Nobody's job disappeared. Everybody's week got better. That's the point.
How it works
- 01
Scope
2 weeksAn ops audit: we interview your team - partners, managers, bookkeepers, admin - map your apps and find where the hours go. Then we choose what to build - a roadmap with the three builds that recover the most, scoped and priced. The fee ($2,500 / £2,000) is credited to your first month.
- 02
Build
2-6 weeksThe first tool, built and tested, shaped to your workflow and connected to your systems. You approve it before it counts.
- 03
Roll out
We train your team and manage the change so people actually use it - ideally before busy season, not during it.
- 04
Improve
MonthlyWe watch usage, fix and keep improving it. Through busy season, we're the ones watching it.
Why not another SaaS tool?
Your stack already has ten. Another one adds an eleventh thing to reconcile. We don't sell you software; we build the specific pieces that make the software you already own work together - and we keep them working.
What it costs
| Ops audit | $2,500 / £2,000 · two weeks · credited to your first month |
| Run · starter / growth / embedded | $2,000 / $3,500 / $7,500 a month (£1,600 / £2,800 / £6,000) · first build included |
3-month minimum on run plans · it runs on your own accounts, so you own it - you pay those tool costs directly · client data stays in your systems
Tools we built and run for our own team
Time tracking and timesheets
Weekly timesheets with a minimum that adjusts for holidays and leave, plus a report for managers.
See the build →02Freelancer and contractor invoicing
Freelancers and contractors submit invoices in the portal, priced from a rate card or a flat monthly amount, and approvals run in order.
See the build →03Finance automations
Alerts for failed payments and invoices, a billing view from Xero, and a monthly sweep of receipts into Drive.
See the build →Questions, answered plainly
What can be automated in an accounting firm?
Client onboarding, document collection and chasing, data moving between your CRM, practice manager and ledger, month-end tracking, report and pack assembly, and client status updates. Not the accounting judgement - that stays with your people.
Do you integrate with Xero, QuickBooks and practice management tools?
Yes. We connect to Xero, QuickBooks, and common practice management, proposal, CRM and document tools, using their official integrations and custom code where needed.
Is our client data secure?
Your data stays in your systems. Anything we build runs on your own accounts, not ours, and we agree a plain-language data policy with you before we start.
How much does it cost for an accounting firm?
A two-week audit is $2,500 (£2,000), credited to your first month; run plans $2,000-7,500 a month, first build included. All published.
Will this replace staff?
No - and it's not designed to. It takes the rekeying and chasing off your qualified people so they can spend the hours on client work and advisory. Most firms use the capacity to take on more clients.