Practice workflows

We map your ops,then build what you need

These pages show example flows: the morning staff open first, chase and approve loops, what the client still needs to send, and Xero review. They are not a product menu. You decide the packs, channels, and approvals that belong in your build.

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How we work

Custom each time, not packaged modules

We sit with how your firm already files, chase, and review. Then we build a system around that day-to-day rhythm. The examples below come from work like the live portal demo: Today navigation, batch chase, approve clean, and client checklists. Use them to recognise a problem, not to pick a SKU.

For accountants Practice system case study Try the portal demo

Important

Examples of flows, not a feature menu

If a page below matches a pain you recognise, that is a starting point for discovery. We still map your ops and build what your firm needs. Nothing here is an off-the-shelf catalogue you pick from a cart.

Example flows

Workflows that sit inside the working day

Start with the brief, chase, or next step that hurts most. Your project may include one of these, several, or something we have not listed here.

01Morning brief with daily practice suggestionsOpen Today and get suggested chases, clean approvals, and exceptions before the inbox takes over.View example

02Document chase with multi-channel remindersOne outstanding list, reminders on the channels clients actually answer.View example

03Today's packs workbench for filing jobsToday's packs workbench for VAT, SA, and year-end: queues, batch actions, and checklists in one place.View example

04Approve clean, hold the exceptionsApprove clean uploads in a batch. Hold exceptions for a proper look before Xero.View example

05Invoice processing to Xero reviewClassify and extract invoices for review, then hand clean data toward Xero.View example

06What we still need from the clientClients see exactly what the firm still needs, with deadlines and re-upload notes.View example

07Client uploads and messaging in one placeClient portal uploads and messages tied to the same pack, not a side chat.View example

08Custom modules, scoped to your firmPayroll, onboarding, reporting, or whatever you choose. You decide the scope.View example

Explore

Next steps

Practice value assistantFour answers, then a plain weekly summary for your firm.

Practice toolsShort tools to size the weekly chase before you book.

For accountantsHow we help UK accounting firms cut the weekly chase.

Our processDiscovery first, then a clear project price in writing.

Book a discovery callFree 30 minutes. Honest fit check before any build talk.

Recognise a chase that hurts?

Book a free discovery call. We will map the flow that costs you most and tell you if a custom build is the right next step.

Request a discovery call See what you'd get back