Accounts Draft

What it is

Accounts Draft is an AI-powered toolkit built by accountants specifically for bookkeepers, accountants, and tax professionals. It removes manual bottlenecks by handling data extraction, client onboarding documents, bank statement coding, and preliminary draft reviews in seconds rather than hours.

Key features

• Convert PDF bank statements and invoices directly into formatted Excel tables with automatic nominal ledger allocation.
• Generate complete onboarding packs including KYC checklists, AML risk assessments, and engagement letters using Companies House data.
• Perform preliminary reviews of draft accounts against prior-year figures to surface partner-style review points.
• Run purchase transaction testing by selecting ledger samples, creating working papers, and matching returned invoices.
• Automatically rename client post and route letters to the correct staff member or client email address.
• Answer complex tax queries with source citations using a specialized tax model.

Who it's for

Accountants, bookkeepers, audit directors, and tax advisors who want to eliminate manual data entry, speed up audit preparation, and reduce time spent on compliance paperwork.

Pricing

Accounts Draft offers a free tier with access to every tool and no credit card required. The Professional plan costs £65 per month for unlimited access to all features, while custom Team plans provide multiple seats under one account.