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 demoMonthly-rolling, billed in arrears, cancel anytime — stay 12 consecutive months and your rate drops automatically, no prepayment. 1 seat = a sole practitioner; add seats for your team.
A fraction of the £1,200+ implementation fee for our bespoke managed dashboards. The fully-managed multi-site dashboards are a different product (3-year managed).
Prices indicative while we validate with early practices — reserving costs nothing today.
Join the waitlist for early access and your founding price — or talk to us for more info or to buy if you'd rather talk first. 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.
Monthly-rolling, billed in arrears — cancel anytime. The Local (single device) plan is £15/mo plus onboarding. The Hosted plan is £29 per seat / mo plus onboarding — onboarding is priced to your setup and confirmed before you commit, not a fixed fee — 1 seat is a sole practitioner, add seats for your team. Stay 12 consecutive months and the Hosted rate drops automatically to £24.17/seat, no prepayment needed. The AML/MLR register and Companies House lookup are included at every tier, no separate subscription. Your founding rate is held while you stay a member. The live demo is free to try with no sign-up, and reserving today costs nothing.
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.