Accounts Draft 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.
Accounts Draft Alternatives
Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
Learn more about Xero
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
Learn more about Soraban
QuickBooks Online
QuickBooks Online is the most widely used accounting software in the entire world.
QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more.
You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones.
Click the link to get a 30-day free trial, and 50% off for your first three months.
QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year.
Learn more about QuickBooks Online
Dext
Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today!
🆕 The Evolution of Dext
- Capture receipts and invoices via our mobile app, browser, email, direct integrations, and more.
- Track expenses on the go with the Dext mobile app.
- Handle expense claims, including mileage and approvals, with greater efficiency.
- Manage business expenses and approvals with greater efficiency.
- Integrate seamlessly with over 11,500 applications, banks, and institutions, including PayPal, Shopify, and Stripe.
Key Benefits
Effortless data extraction: Our optical character recognition (OCR), with 99% accuracy and AI integration, digitises receipts, bills, and invoices, even decoding handwritten documents.
Automated integration: Cost data from over 1,400 suppliers flows directly to your accounting software, simplifying reconciliation, categorisation, and tax compliance.
**2024 Awards
🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards, UK)
🏆 2024 Winner - ‘Small Business App Partner of the Year’ (Xero Awards United States).
Learn more about Dext
Pricing
Pricing Starts At:
£0
Pricing Information:
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 Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Accounts Draft Limited
Year Founded:
2025
Headquarters:
United Kingdom
Website:
accountsdraft.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
Accounts Draft Features and Options
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