Bookkeeping
Transactions are categorised, accounts reconciled and exceptions set aside for review. The aim is a cleaner, better-supported starting point for the accountant.
Open Accountancy Practice · Accountancy software
A whole-firm ambition. A workflow-by-workflow plan.
Open Accountancy Practice is the software we are building with accounting firms. Open Accountancy is the separate synthetic firm and evaluation offering. The areas below describe potential pilot work, not a catalogue of live integrations or ready-made services.
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Work, not prompts
Built around the workflow, not around the interface.
Open Accountancy Practice agents are designed to receive information, use the right tools, complete defined steps and hand work back with an evidence trail. They are not generic chat interfaces asking your team to invent the process as they go.
Every workflow has clear boundaries: what an agent can do, what it should escalate and where an accountant needs to review or approve.
Potential partner workflows
More of the work behind the work.
We start with the repetitive, evidence-heavy parts of a process and keep professional judgement visible.
Client information
Agents identify what is missing, prepare a useful request, follow up and keep the engagement moving without losing the context of the work.
Evidence review
Supporting documents are gathered, structured and linked to the work performed, so the evidence trail is there when a reviewer needs it.
Workpapers
Reconciliations, schedules and supporting workpapers are prepared with clear provenance back to the source information.
Year end
The workflow can move from ledger to reconciliations, lead schedules, proposed journals, draft accounts and tax preparation support.
Reporting
Accounting data becomes timely reporting and analysis that your team can use in client conversations.
One operating layer
Your existing systems.
Open Accountancy Practice is designed to work alongside the systems your team already uses. We map the workflow first, then define the tools, data and controls needed to make it useful.
We do not ask firms to replace their core systems before we can make progress. The focus is on the work moving between them, and the people who still need to make the decisions.
A practical first step
Start with one workflow
that is worth fixing.
Tell us where work is getting stuck. We will help you identify whether an AI workflow could create meaningful capacity.
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