A practical guide to the tools every UK accounting firm should know about — with honest recommendations from our team.
The core platform your firm runs on. Everything else integrates with this.
Cloud-native accounting with the strongest integration ecosystem in the UK.
Best for: Most UK firms, especially those wanting best-in-class integrations
A solid all-rounder with strong automation and built-in payroll.
Best for: Firms with international clients or those wanting built-in payroll
A well-known UK brand with solid compliance features and improving cloud capabilities.
Best for: Firms already invested in the Sage ecosystem
Simple, clean accounting built for sole practitioners and micro-firms.
Best for: Sole practitioners and micro-firms (1–5 staff)
Track client work, manage deadlines, and keep your team coordinated.
Purpose-built workflow management for accounting firms.
Best for: Growing firms (10+ staff) wanting a single source of truth
Affordable practice management with powerful automation.
Best for: Smaller firms wanting automation without the price tag
Capture, process, and organise client documents automatically.
AI-powered receipt and invoice capture that posts directly to your accounting software.
Best for: Any firm still manually entering receipt data
Free document capture included with every Xero subscription.
Best for: Xero users wanting a free document capture solution
Pay-per-document pricing for firms with variable volumes.
Best for: Firms wanting flexible, volume-based pricing
Secure, professional ways to communicate with clients and share files.
Proposals, engagement letters, and payment collection in one streamlined tool.
Best for: Firms wanting to streamline proposals and get paid faster
Connect your tools together so data flows automatically between them.
Connect your tools and automate workflows with no code required.
Best for: Quick automations between tools that do not natively integrate
More powerful and affordable automation for complex workflows.
Best for: Firms wanting complex, multi-step automations
Turn your data into insights for clients and for your own firm.
Beautiful management reports and forecasts built for accountants.
Best for: Firms offering advisory services or management reporting to clients
Cash flow forecasting that helps clients understand their financial future.
Best for: Firms wanting to add cash flow forecasting as a service
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