Do you replace our practice or bookkeeping software?
No. Xero, QuickBooks, Sage, FreeAgent, TaxCalc and the rest stay as the ledger and the filing tools. LedgerFlow runs the front office around them — enquiries, onboarding, chasing, reminders, portal, fee collection. On Complete we connect the two by API.
Is it ready for Making Tax Digital?
Yes. MTD for Income Tax started in April 2026 for sole traders and landlords with income over £50,000, and each client now needs quarterly updates plus a final declaration. LedgerFlow reminds each client before their quarter, chases the missing data and tracks who is in. The filing itself stays in your MTD-compatible software.
Can an AI receptionist take an accountancy enquiry safely?
It answers only from your approved knowledge base, gives no tax or accounting advice, captures entity type, turnover and services so a proposal can go out, and transfers to a human on request. Every call is transcribed.
How does one-day onboarding work?
Your fixed-fee price list goes into the system once. An enquiry becomes a proposal in seconds; the prospect signs the engagement letter, uploads ID and sets up a Direct Debit mandate on one page; the portal invite and records checklist follow. Your team reviews and approves the engagement — it does not retype anything.
What do you need from us?
Your services and fixed-fee packages, who handles what, hours, the software you use, your engagement letter and terms, your AML take-on procedure, plus a named person for the weekly numbers. Onboarding collects it in one session.
How quickly is it live?
Onboarding is a paid, guaranteed build. Records chasing and the overflow line typically go live inside 14 days; the full system follows over the first month — timed around your next deadline, not ours.
What does it cost?
Core £299, Connected £599 or Complete £1,099 a month on a 12-month term, plus a one-off onboarding and build fee of £499–£1,499. Shorter 3 and 6-month terms are priced above. Calls and texts beyond your allowance are charged at the published rates. Ad spend, if any, is billed to your own accounts. Multi-office practices are quoted.
Is there a contract?
Yes — a 3, 6 or 12-month term, signed online, with a 14-day cooling-off period. Longer terms carry the lower monthly rate. Everything you agree is written into Schedule A before you sign.
Who writes the reminders and chases?
We draft every reminder and chase sequence in your practice’s voice during onboarding and you approve it. Nothing goes to a client that a partner has not seen.
Do we keep our phone number?
Yes. Calls to your existing number are forwarded to Ava on the rules you set — all calls, overflow only, or out of hours only. Nothing is ported unless you want it to be.
Does it work for a bookkeeping-only or payroll bureau?
Yes. The boards, chase sequences and reminders are built per service line, so a bookkeeping or payroll-only practice gets the parts it needs and none of the rest.
