Bookkeeping and bank feeds
Connected bank data, transaction categorisation, receipt capture, reconciliation and automated bookkeeping workflows.
In development · Built for UK accounting
Accounting software that works like an intelligent assistant.
AI Books is being designed to bring bookkeeping, accounts production, tax, payroll, practice management, client collaboration and automation into one connected platform.
Accountant-first designSecure cloud platformOne connected workflow
Practice overviewIllustrative preview
128Client records
24Tasks due
93%Records processed
£84kCash-flow view
Automated workflow
Bank transactions categorisedCompleted
VAT return review preparedReady
Client approval requestedSent
Planned platform
One system for the full accounting journey
The AI Books roadmap covers the day-to-day work of accountancy practices and their clients. Features shown here are planned or in development and are not yet generally available.
Tax and statutory filing
Planned support for VAT, Corporation Tax, Self Assessment, MTD, partnerships, trusts and related UK filing workflows.
Accounts production
Year-end accounts, comparative reporting, working papers, review, approval and filing processes in one workspace.
Payroll, pensions and HR
Payroll processing, pensions compliance, employee records, contracts, leave and timesheet integration.
Practice management
Deadlines, jobs, staff permissions, time recording, workflows, billing, reminders and audit trails.
AI assistance and automation
Voice-enabled support, document processing, intelligent checks, drafting and workflow automation with human review.
For accountants
Manage the whole practice from one connected platform
AI Books is being designed around the real workflow of accountancy practices, from onboarding and compliance to accounts, tax, payroll, client communication and fee collection.
- Multi-client dashboards, deadlines and job tracking
- Document requests, approvals and electronic signatures
- Staff time, productivity and permission controls
- Migration pathways from established accounting systems
- Automated reminders, communications and payment links
Designed for practical adoption
The platform roadmap includes migration, integrations and accountant-controlled automation, so practices can adopt AI Books without losing oversight of professional work.
Review-led AI
Accountant approval remains central.
Accountant approval remains central.
Practice-wide view
Clients, jobs and deadlines together.
Clients, jobs and deadlines together.
Secure documents
Portal, storage and approval trails.
Portal, storage and approval trails.
UK-focused roadmap
Tax, payroll and filing workflows.
Tax, payroll and filing workflows.
A clearer view for business owners
Businesses will be able to work with their accountant through a shared digital environment for records, queries, approvals, payments and financial information.
Upload records
Receipts, invoices and documents.
Receipts, invoices and documents.
Track finances
Cash flow and reporting views.
Cash flow and reporting views.
Approve securely
Accounts, returns and forms.
Accounts, returns and forms.
Stay informed
Deadlines and tax estimates.
Deadlines and tax estimates.
For businesses
Simple collaboration with your accountant
The planned client experience will reduce email chains and repeated requests by keeping records, messages, approvals and status updates in one secure place.
- Invoice, expense and receipt capture
- Secure document upload and storage
- Tax estimates and deadline reminders
- Client portal communication and approvals
- Future integrations with work and delivery platforms
Development status: AI Books is currently in development. This website describes the product vision and planned roadmap; it does not represent a live accounting, tax or filing service.
Interested in the AI Books journey?
Accountancy practices, businesses and potential technology partners can register their interest.