Launched January 7, 2025
Accounts Draft
Accounting, Smarter. Faster. Easier
Subscription159 impressions#522 of its week
Streamline your accounting with AI-driven automation.
Accounts Draft automates accounting workflows with AI-driven tools for onboarding, bank reconciliation, tax queries and more.
- for
- Accountants, audit firms and bookkeeping practices looking to speed up manual tasks.
- pricing
- freemium
works withCompanies HouseExcelPDFWordCode-Up
Key features
8 features of Accounts Draft
- New Client Forms — Generates full onboarding packs with KYC, AML, ID and engagement letters, auto-filled from Companies House.
- Type-Up Bank Statements — Converts bank PDFs to Excel and auto-allocates transactions for a trial balance in minutes.
- Preliminary Review — Uploads draft accounts and provides partner-style review points with prior-year comparison.
- Ask Tax Questions — AI tax model answers queries with source citations and a specialised tax layer.
- Share Allotment Board Minutes — Creates formatted share allotment minutes with resolutions, downloadable as Word, PDF or ZIP.
- Post Router — AI renames and routes client post to the correct client or staff member, returning email addresses.
- Engagement Letters — Generates ICAEW-compliant engagement letters for 14 entity types in seconds.
- Purchase Transaction Testing — Selects ledger transactions, builds Excel working papers and matches invoices for audit testing.
Use cases
- Generate onboarding documents for new clients in seconds.
- Convert bank statements to coded Excel trial balances instantly.
- Run a partner-style preliminary review of draft accounts.
- Answer complex tax questions with AI-backed citations.
- Create compliant share allotment or transfer board minutes.
Accounts Draft pricing
- Free£0/foreverTry every tool · No credit card required · Unlimited tool usage
- Professional£65/per month/monthUnlimited tool usage · Access to all features · Post Router: 20 uses/month (1,000 letters) · Cancel anytime
Accounts Draft FAQ
Can I input confidential client data?+
Yes, data is kept private and never used to train the AI models.
Do I need to integrate the software?+
No integration is required; the platform works as a standalone web app.
What file types does it work with?+
It accepts PDF, image files for invoices and bank statements, and exports to Excel, Word and ZIP.
Is there a contract, or can I cancel at any time?+
There is no lock-in; you can cancel your subscription at any time.
Summarized by DevHunt from accountsdraft.com · Oct 4, 2026. Details may change; check the official site.
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