The Finance Desk software
Run the whole practice from one client list.
All 96 tools as one app for your whole team. Clients, compliance, workflow, fees, quality and reporting work from the same client list, from the first proposal to the practice dashboard.
The Full Suite for your whole team, free for 30 days. No card needed. Already using it? Log in.
From proposal to practice dashboard
A client is added once, and every desk picks it up
A new client starts on the Clients Desk and flows to every other desk: deadlines, risk assessment, fees, review and reporting. Nothing is retyped and nothing is out of date.
- 1
Clients
Proposals, engagement and onboarding - 2
Compliance
Risk assessment, due diligence and training - 3
Workflow
Deadlines, jobs, capacity and chasers - 4
Fees
Fees, WIP, billing and debtors - 5
Quality
Review checklists, file reviews and complaints - 6
Reporting
Profitability, utilisation and the dashboard
What it does
Built for how practices really work
One client list
Enter each client once: type, year end, VAT quarters, MTD income, payroll, manager and fee. Every desk reads the same list, so a new client shows up in deadlines, risk, fees and reporting straight away.
Deadlines worked out for you
Accounts, Corporation Tax, confirmation statements, VAT, Self Assessment, MTD quarterly updates, payments on account and P11Ds, from each client's year end and VAT quarters.
Your whole team, signed in
Everyone signs in with their own account. Admins choose who edits which desk, and who only views.
Jobs, capacity and chasers
Every job and its stage, the hours you need against the hours you have, and records chased early, well before January.
Money laundering compliance
Risk assessments, due diligence, PEP and sanctions checks, training and the practice-wide risk assessment, ready for your supervisor.
Fees, billing and lock-up
Price every client the same way, bill work in progress on time, chase debtors and watch lock-up fall.
Review before it goes out
Accounts and tax return review checklists with sign-off, file reviews, complaints, errors and root causes on record.
The practice on one page
Profit by client and service, utilisation, recovery, forecasts and a practice dashboard built from live figures.
Letters and documents
Proposals, engagement letters, chasers and review records, ready to print or download as Word.
Change history
Every change is logged with who made it and when.
On a phone or tablet
Install it on a phone or tablet. It opens with the last figures it saw when the signal drops.
Excel when you need it, UK data
Export any tool to Excel. Your data is held in London, kept apart from every other practice, and yours to download at any time.
What it looks like
Screens from the app, filled with an example practice. On a phone it fits the screen, so you can check what's due wherever you are.
Install it like an app
Open the Finance Desk on a phone or tablet and add it to the home screen. It opens full screen with its own icon and keeps working with a weak signal.
Software plans
Choose bundles or whole desks, or take The Full Suite
One bundle
£495 a year
Four tools from one desk that work together. 3 people included.
Best value for one desk
One whole desk
£1,495 a year
All 16 tools on one desk, for every client. 5 people included.
The Full Suite
£5,950 a year
All six desks and 96 tools, working from one client list, from proposal to practice dashboard. 15 people included.
30-day free trial of The Full Suite for your whole team. No card needed.
More people: £150 a year each, on any plan.
Paid yearly in advance by invoice. No monthly payments, no credit.
Price cap: if your bundles and desks add up to more than The Full Suite, you get The Full Suite.
Prices exclude VAT. Prefer workbooks you buy once and keep? The Excel tools are still available.
Questions
How is the software different from the Excel tools?
The Excel tools are workbooks you buy once and keep, one user each. The software is the same 96 tools as one connected app your whole team signs in to, with one shared client list, roles, change history and a live practice dashboard. It is a yearly subscription.
What happens when the free trial ends?
Choose a plan and we send an invoice. Until it is in place, your data stays safe and read only, so nothing is lost and you can still download it.
Can we move our client list across?
Yes. Our set-up service loads your clients, year ends, VAT quarters, team and fees for you, from £1,500.
Who can see our clients' data?
Only the people your admin invites. Each practice is kept apart in the database, not just on screen. Data is held in London, and we act as your processor under our data processing terms.
Can we cancel?
Plans run for a year at a time. If you decide not to renew, the app goes read only at the end of the year and you can download everything first. We delete your data 90 days after that unless you ask us to keep it.
Does it replace our accounts or tax software?
No. It sits alongside your accounts, tax and bookkeeping software and gives you the controls around them: deadlines, jobs, compliance, fees, review and reporting.
Try it with your own clients
Set up your practice, load the example or your own clients, and invite your team. Free for 30 days.