Accountant Partner Programme

Your clients' compliance.
Our AI.

Give every client in your portfolio a dedicated intelligence layer. Compliance monitoring, credit risk, R&D eligibility, and finance matching — all white-labelled under your firm's brand.

Book a 15-Minute Demo See Pricing

1 firm = 100-500 clients monitored automatically, 24/7

ICAEW Compatible ACCA Compatible ICO Registered GDPR Compliant
The Problem

Your practice doesn't scale
with spreadsheets

You already know your clients need more than annual accounts. But delivering proactive advisory at scale means hiring people you can't justify — or working nights you shouldn't.

Compliance monitoring is manual — you find out about problems after they've filed at Companies House
Credit risk and CCJ activity across your client base is invisible until it's too late
Filing deadline reminders are ad-hoc — confirmation statements and accounts slip through
No systematic way to identify which clients may be eligible for R&D tax credits, grants, or asset finance
>scanning client portfolio...
>! 3 confirmation statements overdue
>! CCJ registered against CLIENT-047
>~ 12 clients with no credit check in 90 days
>~ 8 clients eligible for R&D tax credits
>// you found out on Tuesday.
>// the system found out last Friday.
>with us: you'd have known in real time.
The Solution

An intelligence layer for
every client in your portfolio

Our autonomous AI agents monitor Companies House, credit bureaux, HMRC eligibility, and finance markets — continuously. You get proactive alerts and automated reports, not reactive surprises.

Real-Time Monitoring

Companies House filings, director changes, CCJ registrations, and credit score movements — detected within hours, not weeks.

Compliance Alerts

Automated filing deadline tracking, confirmation statement reminders, and SIC code validation. Nothing slips through.

Finance Matching

Clients matched to asset finance, R&D tax credits, grants, and invoice factoring based on their live financial profile.

Client Health Scores

Every client scored on compliance risk, financial health, and growth readiness. Prioritise your advisory time on the firms that need it most.

Automated Reports

Monthly client intelligence reports generated automatically. Branded with your firm's logo, ready to send or present at review meetings.

R&D Eligibility Screening

Automatic identification of clients eligible for R&D tax credits based on sector, spend patterns, and project indicators. Never miss a claim again.

What Your Clients Get

Six specialist AI agents
working for every client

Each client in your portfolio gets access to a dedicated team of AI agents. They run autonomously, 24/7, white-labelled under your brand.

ZARA

Compliance Monitor

Watches Companies House filings, director appointments, PSC changes, and registered office updates. Flags anomalies before they become problems.

STERLING

Credit Intelligence

Monitors credit scores, CCJ registrations, payment behaviour, and financial distress signals across your entire client portfolio in real time.

OTTO

Finance Matching

Matches clients to asset finance, invoice factoring, R&D tax credits, and grant funding based on live financial data and sector eligibility.

LEYTON

R&D Tax Credit Screening

Identifies clients with qualifying R&D expenditure. Screens by sector, project type, and spend patterns. Flags claims you'd otherwise miss.

FELIX

Filing Reminders

Tracks confirmation statement deadlines, annual accounts due dates, and VAT return windows. Sends alerts 30, 14, and 7 days before each deadline.

ORACLE

Sector Intelligence

Monitors sector trends, regulatory changes, competitor movements, and market signals. Weekly intelligence briefs delivered to your portal.

Pricing

Simple, transparent pricing
that scales with your practice

No setup fees. No long-term contracts. Cancel anytime. Revenue share on successful finance introductions is additional income on top.

Starter
£297/mo

For smaller practices getting started with AI-powered advisory.

Up to 50 clients monitored
Compliance alerts (ZARA)
Credit intelligence (STERLING)
Filing deadline reminders
Partner dashboard
Email and Telegram alerts
Get Started
Professional
£597/mo

Full agent suite for growing practices with serious advisory ambitions.

Up to 200 clients monitored
All 6 AI agents active
R&D eligibility screening
Finance matching + lender introductions
Automated monthly client reports
Revenue share on conversions
Client health scores
Book a Demo
Enterprise
£997/mo

For Top 100 practices that want full white-label with no client cap.

Unlimited clients
Everything in Professional
Full white-label branding
Dedicated account manager
Custom API integrations
Priority support + SLA
Sector intelligence briefs
Book a Demo
What You Get

A new revenue stream
and a better service

This isn't a software licence you're reselling. It's a value-add intelligence layer that deepens your client relationships and opens new commercial lines.

Partner Portal

Single dashboard view across your entire client base. Risk scores, compliance status, opportunities — all in one place.

Revenue Share

Earn commission on every finance introduction that converts. Asset finance, R&D credits, invoice factoring — all tracked automatically.

White-Label Ready

Present the intelligence layer under your firm's brand. Your clients see your advisory capability — powered by our infrastructure.

Scales Without Headcount

Add 10 clients or 500. The system scales without additional staff. One setup, compound returns.

Automated Client Reports

Monthly intelligence reports generated and branded for your firm. Present at review meetings or send directly — no manual work.

Partner Dashboard Preview
Clients monitored 127
Compliance alerts (this month) 34
Finance opportunities identified 18
R&D eligible clients 12
Filing deadlines (next 30 days) 9
Revenue share (YTD) £4,280
Average client health score 7.4 / 10
100-500
Clients per firm, monitored 24/7
48hrs
Onboarding time
6
Specialist AI Agents
300+
Warm Partner Contacts
Get Started

15 minutes. No pitch deck.
Just a live walkthrough.

See your own clients' Companies House data flowing through the system in real time. We'll show you exactly what the partner portal looks like with your firm's portfolio loaded.

Book a Demo Call Request Access

No contracts. No setup fees. Cancel anytime.

Common Questions

Frequently asked questions

Three tiers: Starter at £297/mo (up to 50 clients), Professional at £597/mo (up to 200 clients), and Enterprise at £997/mo (unlimited clients with full white-label branding). No setup fees, no long-term contracts, cancel anytime. Revenue share on successful finance introductions is additional income on top of the subscription.
All data is processed through UK-hosted infrastructure with row-level security enforced at the database layer. We only use publicly available data from Companies House and credit bureaux — we never access your clients' accounting software or bank feeds unless explicitly authorised. Full GDPR compliance with data processing agreements, sub-processor lists, and security documentation provided on request. ICO registered.
Yes. The platform operates within ICAEW and ACCA guidelines for technology-assisted advisory services. It supplements your professional judgement rather than replacing it. We provide a full DPA, sub-processor list, data retention policy, and security documentation suitable for your firm's compliance and PI insurance requirements. The system does not provide regulated advice — it surfaces intelligence for your qualified team to act on.
The platform works alongside your existing tools — no replacement required. Client onboarding requires only a list of company numbers or names. You don't need to connect your accounting software, practice management system, or client bank accounts. On Enterprise plans, API integrations are available for Xero, QuickBooks, and major practice management systems if you want deeper data flows.
Most firms are fully operational within 48 hours. You provide a list of company numbers or names, we onboard them into the system, and your partner portal is live. No software installation, no IT department involvement, no training sessions required. Your team gets a 15-minute walkthrough and then they're running.
Any practice with 20 or more SME clients will see immediate value. The system scales from boutique sole-practitioner firms to Top 100 practices. The intelligence compounds — the more clients you add, the richer the cross-sector insights become. We work with firms monitoring 30 clients through to 500+.
Yes — on Professional and Enterprise plans. The partner portal, client-facing reports, and alerts can all carry your firm's branding. Your clients see your advisory capability — powered by our infrastructure. This is designed to strengthen your client relationship, not insert a third party into it.
Our system identifies clients with qualifying R&D expenditure based on sector, project indicators, and spend patterns. When a client is flagged as eligible, you can either handle the claim in-house or refer to our specialist R&D partner (Leyton). On referrals, you earn an introducer fee. Either way, you discovered the opportunity — the client sees you as proactive.