FinanceIQ gives the practice one live cockpit — statutory deadlines, work-in-progress value and the client job pipeline, all in view. See what's due, what's stuck and what's billable today. Built for accountancy and bookkeeping practices and in-house finance teams.
Everything a practice has to stay on top of — in a dashboard built around how you actually work the book.
Corporation Tax, VAT, Self Assessment, accounts and confirmation statements — what's due, what's close, what's overdue, on one screen.
See work-in-progress value across the book and your average lock-up, so cash tied up in unbilled work stops hiding.
Track client AML reviews and when each is next due, so refreshes don't quietly lapse across the book.
Every client, every job — quoted, in progress, in review, billed — so nothing stalls in someone's inbox.
A front-screen read on deadlines, WIP and the pipeline — the partner view, ready when you need it.
Client and job records held in one structured place, mapped to the obligations you work to — easy to hand over, easy to audit.
One cockpit — practice or private finance team, the deadlines are the same.
Firms tracking statutory deadlines, WIP and the job pipeline across a whole client book.
Private-company finance and practice teams keeping their own filings, WIP and obligations in view.
Partners who need one shared front-screen on where every client and every job actually stands.
Deadlines, WIP, billing and the client pipeline in one place — with a live front-screen for partners and statutory dates that chase themselves. Open the real dashboard and have a look, no sign-up.
▶ Try the live demoFinanceIQ is set up to your client book, your deadlines and the way you work. We confirm everything on a free discovery call.
Book a 30-minute demo or a discovery call. We'll only email you about FinanceIQ.
No. The live demo opens instantly in your browser with sample data — have a proper look before you give us anything.
No. FinanceIQ suits any team working to the same statutory deadlines and WIP — accountancy and bookkeeping practices, and in-house finance teams in private companies keeping their own filings and obligations in view.
No. FinanceIQ tracks the deadlines, obligations and records a practice works to — it is not HMRC-recognised filing software and does not submit returns; your recognised software does the filing. We structure your data to these frameworks but are not a tax or compliance authority; confirm your obligations with your own adviser.
It's scoped to your practice — a one-off setup from £1,200 plus managed hosting from £135/month, confirmed as a fixed quote on a free discovery call before you commit. Prices are indicative while we validate with early practices.
UK-hosted and kept live. We confirm the data and security arrangements on the call, and our procurement / information-governance pack is available on request.