ClearOps for accountants & bookkeepers
Reclaim billable hours: a bespoke system for accountants and bookkeepers
Practices lose a lot of fee-earning time to chasing missing paperwork, re-keying figures and tracking filing deadlines by hand. We build systems that handle that admin for you, plugged into the tools you already run. The routine work gets dealt with automatically, so your team gets back to the work clients actually pay for.
Where the time goes in accountants & bookkeepers
- Chasing clients for bank statements, receipts and signed approvals every month-end and quarter-end
- Re-keying or fixing data that comes out of Dext or Hubdoc wrong before it lands in Xero
- Manually tracking VAT, payroll, CT600 and Companies House confirmation-statement deadlines across a big client book
- Onboarding new clients: AML/KYC checks, engagement letters, 64-8 authorisations and software access
- Stitching together a single view of which clients are on track and which are behind at quarter-end
- Answering the same 'where are we up to?' client emails by hand all day
What your system does for you
Records chasing on autopilot
Automatic reminders to clients for missing statements, receipts and approvals, escalating politely until they respond and stopping the moment the records arrive.
Deadline radar
A live dashboard pulling VAT, payroll, accounts and confirmation-statement dates from your practice software, flagging anything at risk before it slips.
Onboarding pipeline
New-client intake that triggers AML checks, engagement letters, 64-8 requests and software setup in sequence, so nothing gets forgotten in the handover.
Pre-filing data checks
Automated sanity checks on the figures coming out of Dext and into Xero, catching odd VAT codes or duplicates before a human ever reviews the ledger.
The systems we connect
How we work with you
Most firms don't want another big software project to manage, so we don't sell you one. We start with a quick Ops & AI Audit, then put you on the ClearOps Plan, one simple monthly plan where we build, run and keep improving your bespoke system for you. You rent the working outcome and we keep the lights on. Big-firm consultancy at a small-business price.
No per-feature stacking. Adding to your system doesn't add fees. Small additions are covered by your plan's monthly capacity, and you only step up a tier when you genuinely outgrow it (Lite, then Core, then Partner). The more your system does, the better the value gets.
Prefer to own the build outright? We do the occasional one-off Own-it Build (from £6,000), but for most firms a Plan is cheaper to start, faster to value and someone else's problem to keep running.
See what admin is costing your accountants & bookkeepers firm
Book a free 20-minute Ops Teardown, or start with a £1,200 Ops & AI Audit. Then we build it and run it for you on a ClearOps Plan from £450/mo. Use the calculator first to see the prize.
Questions
Will this replace my staff?
No. It removes the repetitive chasing and re-keying so your team spends their time on advisory work and review, not admin. Most practices use it to grow their client book without growing headcount.
Do I have to switch off Xero or IRIS?
Not at all. We build around the software you already pay for and connect to it. The point is to make your existing stack work harder, not to sell you new tools.
Is client data safe?
Yes. We keep data inside your existing platforms wherever possible and use UK/EU-hosted, encrypted connections. We can work to your AML and data-protection requirements and document everything for your compliance file.