Accounts Draft

Accounts Draft is a suite of accounting workflow tools that automate manual tasks such as bank statement typing, invoice data extraction, and document generation. It serves accounting firms and finance professionals, including partners and audit staff, in small to mid-sized practices. The platform integrates with Companies House and offers AI-powered features like post routing and review point generation, positioning itself as a faster alternative to traditional manual accounting processes.

Key features

• New client forms with Companies House auto-fill
• Bank statement typing into Excel
• Auto-allocation of transactions to nominals
• Preliminary review with partner-style points
• ICAEW-compliant engagement letters
• Share transfer board minutes generation
• Fee quote creation
• Meeting minutes summarization
• Purchase transaction testing
• 64-8 agent authorisation PDF
• Invoice data extraction to Excel
• AI post routing and file renaming
• Share allotment board minutes generation