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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
Regardless of whether you manage a single entity or an extensive portfolio, PCSec efficiently generates all necessary documentation such as share certificates, meeting minutes, and resolutions. This platform is designed to accommodate various types of companies, including limited liability partnerships, and provides a secure, server-based solution for industries that require an alternative to cloud-based systems. It handles a range of tasks including filing confirmation statements, changing company names and addresses, and managing the appointment or resignation of directors or secretaries. Additionally, it facilitates updates on director or secretary information, changes to accounting reference dates, and the return of share allotments, along with managing dormant company accounts. Furthermore, it addresses mortgage or charge satisfaction, notifications regarding the cessation of a Person with Significant Control (PSC), and alterations to PSC details. You can explore a free trial of the PCSec software, or take advantage of our comprehensive User Support portal, which includes tutorials, FAQs, and user guides to assist you in navigating the software effectively. With PCSec, you can streamline your company management and ensure compliance with all regulatory requirements efficiently.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
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
No price information available.
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
Yes
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Accounts Draft Limited
Founded
2025
Country
United Kingdom
Website
accountsdraft.com
Vendor Details
Company Name
Vistra
Country
China
Website
www.vistra.com/services/corporate-services/corporate-secretarial-services/pcsec-company-secretarial
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
Product Features
Company Secretarial
Annual Filings
Yes
Archiving & Retention
No
Company Formation
Yes
Company Register
No
Dividend Administration
Yes
Document Templates
No
Important Dates Reminders
No
Multi-Company
No
Officer Management
Yes
Shareholder Management
Yes
