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Description
Accounts Draft serves as a web-based AI toolkit tailored for accountants, bookkeepers, and firms specializing in accountancy. This innovative platform offers features that transform PDF bank statements into Excel formats, categorize transactions into appropriate accounting categories, and generate trial-balance data efficiently. Furthermore, users can pull details from invoices, perform comparisons between draft accounts and previous year’s financials, and compile audit working papers by selecting specific transactions and aligning them with relevant supporting invoices. The client-operations functionalities facilitate the creation of onboarding packages, which include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all with company information automatically populated from Companies House. In addition to these features, the toolkit provides functionalities for preparing fee quotations, generating company-secretarial documents, and completing HMRC 64-8 authorization forms. Users benefit from the ability to download outputs in spreadsheet, Word, and PDF formats, allowing for seamless integration into their existing accounting processes. Overall, Accounts Draft enhances productivity and accuracy for financial professionals in managing their tasks.
Description
Cliénta revolutionizes the client onboarding process, turning the often chaotic initial weeks of a new partnership into a streamlined and cohesive experience that clients can complete effortlessly from their own devices. As a dedicated onboarding solution specifically designed for UK accountancy firms, Cliénta eliminates the need for tedious manual processes, spreadsheets, and disjointed compliance verifications by offering a comprehensive magic link that encompasses everything from ID verification and AML screening to e-signatures and HMRC authorization, all within a single branded workflow. Seamlessly integrating into your current operations, it works with leading platforms such as Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs, and many top AML providers, enabling you to accelerate client onboarding while ensuring compliance with industry regulations. With Cliénta, you can finally stop the relentless pursuit of clients and instead focus on what truly matters. Embrace the future of client onboarding and join the ranks of modern accounting firms that are transforming their processes, allowing them to onboard clients in mere minutes instead of days.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Docusign
No
FreeAgent
No
PandaDoc
No
QuickBooks Accountants
No
Senta
No
SmartSearch
No
Socket
No
Veriff
No
Xero
No
Integrations
Docusign
Yes
FreeAgent
Yes
PandaDoc
Yes
QuickBooks Accountants
Yes
Senta
Yes
SmartSearch
Yes
Socket
Yes
Veriff
Yes
Xero
Yes
Pricing Details
£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Trial
No
Free Version
Yes
Pricing Details
£79 per month per firm
Full functionality for all tiers. The only difference in tiers is the number clients you onboard per year.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Accounts Draft Limited
Founded
2025
Country
United Kingdom
Website
accountsdraft.com
Vendor Details
Company Name
Cliénta
Founded
2025
Country
United Kingdom
Website
clienta.co.uk
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
