Enter once.
Work together.
A shared client record at the heart of the platform. Keep client details connected as work moves between teams, without entering them again.
CONNECTED ACCOUNTING SOFTWARE FOR UK PRACTICES
The whole practice.
One platform.
One connected home for your clients, workflows, books and compliance.
AI that helps move the work forward, with your team in control.
Our vision for UK accounting practices. In development, with capabilities arriving in stages.
A closer look at allocIllustrative product preview · sample data
Workspace / Overview
YOUR PRACTICE, AT A GLANCE
PreviewA little more clarity.
Clients128One connected client record
Ready for review24Your next decisions, in one place
Upcoming deadlines12Keep the work in view
Needs your attention
View allBirchwood Studio Ltd6 documents ready for review
CaptureJames ParkerQuarterly review approaching
DeadlineOakfield ConsultingCategory suggestion needs a decision
Review AI across the practice
Year-end preparationIllustrative workflow · planned
YOUR NEXT REVIEWWhat’s blocking this client’s year-end?
Bring missing records, outstanding checks and the next steps together, with evidence for your team to review.
Evidence linkedAccountant in control
Practice managementAI across the practiceBookkeepingComplianceClient experience
LESS SWITCHING. MORE CONNECTION.
Your practice has enough moving parts.
Your software shouldn’t add to them.
One client entered into several systems. Documents in one tool, deadlines in another. We’re building connected accounting software for UK practices, bringing together the whole journey — from onboarding and source records to accounts, tax and client advice.
Enter once.
The whole picture.
Within reach.
Bring documents, deadlines, jobs and fees into one view. Know what’s moving and where your attention belongs.
AI does the groundwork.
You make the call.
Find what’s missing, prepare the next step and explain the suggestion. Our vision puts AI across the work, with your team in control.
ONE SHARED FOUNDATION · PLATFORM VISION
Enter it once.
Put it to work everywhere.
The information collected at onboarding should still be useful at the year-end. alloc’s design connects each stage through the client record, the work and the supporting figures.
- 01
Onboard
Client details and engagement terms set up the relationship and the work to follow.
- 02
Collect
Jobs and information requests bring the right source records into the client’s work.
- 03
Account
Source records support reviewed entries, reconciled balances and the books.
- 04
Comply
The same figures carry into accounts, tax and statutory work.
- 05
Advise
Reports and explanations turn that context into client conversations.
One client record. Linked jobs, figures and review decisions.
Explore the connected platformAI ACROSS THE PRACTICE · PLANNED
The whole picture.
More useful AI.
AI becomes more useful when it can work with the relevant documents, books, jobs and deadlines together, within your team’s access permissions.
Prepare the next step
Find missing records and job blockers. Draft a client request or organise the work for review.
Review with context
Bring relevant evidence alongside unusual figures, outstanding questions and proposed explanations.
AGENTIC WORKFLOWS · PLANNED
Give it a task.
Keep the final say.
An agent can gather the relevant information, prepare draft work and bring exceptions back for review, within your team’s permissions.
For accounts production, the vision connects the trial balance, working papers and draft accounts into a reviewable workflow.
Accounting calculations follow defined rules. AI helps prepare and check the work. Your team controls approvals, filing and client communications.
Illustrative workflow · planned
“Prepare this client’s
year-end for review.”
- 01
Gather the context
Bring together the trial balance, source records, prior work and outstanding jobs.
- 02
Identify what’s missing
Flag gaps and unusual balances. Draft requests for the records the team still needs.
- 03
Prepare the review pack
Organise working papers and draft accounts through the accounts-production workflow, with evidence and exceptions attached.
- 04
Hand over for approval
Show the work performed, unresolved items and proposed next steps for the accountant to review.
Prepared for review. The accountant makes the decision.
DEPTH IN EVERY DIRECTION
Feature rich.
By design.
Thirteen connected areas. One ambitious platform.
Explore what’s in preview, what’s coming soon and where we’re going next.
In preview — demonstrated in our developing product Coming soon — built and awaiting rollout Planned — further development ahead
Preview & planned
Practice management
One place to see your clients, your work and what needs attention.
- Client & contact recordsPreview
- Statutory deadline trackingPreview
- Jobs, tasks & workflow templatesComing soon
- Time, WIP & recurring feesComing soon
- Connected email & Companies HousePlanned
Preview & planned
AI capture & review
From source documents to explained suggestions you can review.
- Document extraction & categorisationPreview
- Review alongside source documentsPreview
- AI decision trailPreview
- Browser document uploadPreview
- Email capturePlanned
- Publish approved work to XeroPlanned
Planned
Onboarding & AML
A joined-up start to every client relationship.
- Proposals & engagement lettersPlanned
- Identity & risk assessmentsPlanned
- Screening & ongoing monitoringPlanned
- E-signatures & information requestsPlanned
Planned
Bookkeeping & ledger
A connected home for the books behind every client.
- Bank feeds & reconciliationPlanned
- Sales invoices & purchase billsPlanned
- Fixed assets & multi-currencyPlanned
- VAT-aware coding & core reportsPlanned
Planned
VAT & MTD
Quarterly work, brought into the wider client picture.
- ITSA obligations & quarterly review packsPlanned
- Bulk records chasingPlanned
- VAT schemes & pre-submission checksPlanned
- VAT & ITSA filingPlanned
Planned
Payroll & pensions
Built for the detail, pace and responsibility of bureau work.
- Pay runs, payslips & statutory payPlanned
- RTI, CIS & pension submissionsPlanned
- Client approvals & employee accessPlanned
- Bureau workflows & payment filesPlanned
Planned
Accounts production
Bring the source, working papers and final accounts together.
- FRS 105 & FRS 102 accountsPlanned
- Trial balance import & working papersPlanned
- iXBRL tagging & filingPlanned
- Specialist & group accountsPlanned
- Agent-assisted year-end preparationPlanned
Planned
Tax
A fuller client picture behind every computation.
- Corporation tax & CT600Planned
- Self Assessment & partnershipsPlanned
- Capital allowances & reliefsPlanned
- Source-linked review & anomaly checksPlanned
Planned
Company secretarial
Company records and statutory work, connected to the practice.
- Confirmation statements & incorporationsPlanned
- Officers, PSCs & share transactionsPlanned
- Statutory registers & identity trackingPlanned
- Companies House filingPlanned
Preview & planned
Reporting & advisory
Turn a connected view into better client conversations.
- Practice overview & capture reportingPreview
- Cash-flow forecasting & scenariosPlanned
- Branded client report packsPlanned
- AI-assisted narrative commentaryPlanned
Planned
Payments
Connect the bill, the approval and the payment.
- Direct Debit fee collectionPlanned
- Card acceptance & pay-now linksPlanned
- Supplier & payroll payment workflowsPlanned
- Approval and fraud controlsPlanned
Planned
Client experience
Make working with your practice feel effortless.
- Client portal & companion appPlanned
- Document collection & secure messagingPlanned
- Approvals, requests & e-signaturesPlanned
- Financial health & obligation updatesPlanned
Preview & planned
AI across the practice
Assistants and agents across connected workflows, with evidence and human control.
- Traceable capture decisionsPreview
- Assistant with team access controlsPlanned
- Anomaly checks & drafted communicationsPlanned
- Agents for defined practice workflowsPlanned
- Action history & approval controlsPlanned
One platform, built in stages. Preview is not general availability. Plans may evolve with practice feedback. Filing will be available only after the required HMRC recognition and Companies House access are in place.
Help shape what comes nextCONNECTED FROM START TO FINISH
From the first record.
To the final review.
The value of a connected platform is what carries forward. alloc is being built so the client’s information, supporting records and review decisions stay useful as the work moves between services.
Explore books & complianceA shared starting point.
Client details collected at onboarding support the engagement, deadlines and jobs. The team works from the same client context as responsibilities change.
Numbers with their context.
Source records support the books. Reviewed balances carry into working papers, accounts and tax, with the supporting evidence close to the work.
A handover you can follow.
Preparers and reviewers can see the work performed, outstanding questions and decisions. AI helps prepare the next step; the practitioner controls approval.
A BIG VISION. A CLEAR NEXT STEP.
Built in stages.
Better, together.
We’re building with the real work of UK practices in mind. Early feedback will help shape the depth, priorities and connections that matter most.
The foundation
Document upload, AI capture and review, client records, deadlines and a practice overview.
More connected work
Workflow, time and fees, and client import are built and awaiting rollout.
The whole practice
Our next planned product milestone is quarterly workflows for Making Tax Digital for Income Tax. Live integrations, books, onboarding, broader AI assistance and agentic workflows for accounts production are also on the roadmap, alongside the client experience and wider compliance.
THE PEOPLE BEHIND ALLOC
Built with a view
of the whole practice.
The alloc team is made up of experienced financial technology software engineers who have spent years building software for financial institutions around the world. We’re building the product around connected workflows and inviting accounting practices to help shape its development.
A FEW THINGS WORTH KNOWING
Your practice.
Your questions.
alloc is connected accounting software in development for UK accounting practices managing multiple clients and services. It is designed around the shared client record, the work of the team and the numbers behind each client.
The product direction brings together practice management, onboarding, bookkeeping, accounts, tax, compliance and client collaboration. Information collected in one part of the workflow can support the work that follows. Explore the whole platform.
The vision is assistance across connected workflows: find missing records, explain blockers, prepare draft work and bring exceptions back for review. Your team controls professional decisions, approvals and filing. Explore the AI and agent direction.
The full platform is in development. Selected foundations are in preview, with other capabilities coming in stages; the feature explorer shows the distinction. Joining the free waitlist means receiving product updates and opportunities to help shape development. Pricing and a launch date have not been announced.
BE PART OF WHAT COMES NEXT
Your next chapter
starts with alloc.
For practices that want more from their software.
Join the early-access waitlist and help shape the future.