Accounts Draft

Accounts Draft

Accounts Draft Limited
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About

Accounts Draft is a browser-based AI toolkit for accountants, bookkeepers, and accountancy firms. Its tools convert PDF bank statements into Excel, allocate transactions to accounting nominals, and prepare trial-balance data. Users can also extract invoice details, compare draft accounts with prior-year accounts, and create audit working papers by selecting transactions and matching supporting invoices. Client-operations tools generate onboarding packs, including KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, with company details auto-filled from Companies House. Additional tools prepare fee quotes, company-secretarial documents, and HMRC 64-8 authorisation forms. The platform provides downloadable spreadsheet, Word, and PDF outputs for users to review and incorporate into their accounting workflows.

About

No more emailing. Easily drag and drop documents from your computer into our platform. Machine Learning algorithm learns transaction coding behavior of the invoice and memorizes historical patterns. Robust workflow to obtain approval or resolve exceptions. Scheduled payments using the integrated payment solution on the website or on the go with our mobile app. Easily communicate with your customers using our customer portal for quick payments and to resolve billing inquires. Enable quick customer billing using automated and recurring billing solutions. Improve your customer collections process with systematic billing and revenue tracking to reduce manual effort. Integrated payment collection that allows customers to send payments directly to you with the click of a button. Forecast your cash flow for the next one, three, or six months based on historical trends. Gauge current profitability to make more informed business decisions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Accountants, bookkeepers, accounting firms and finance teams

Audience

Companies interested in a no-code accounting platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Accounts Draft Limited
Founded: 2025
United Kingdom
accountsdraft.com

Company Information

Cratoflow
Founded: 2019
United States
www.cratoflow.com

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Categories

Accounting Supported
AI Accounting Supported

Categories

Accounting Supported
AI Accounting Supported

Integrations

Airtable Not Supported
Authorize.Net Not Supported
Dropbox Not Supported
Focus POS Not Supported
Freshsales Not Supported
Google Drive Not Supported
Gusto Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft OneDrive Not Supported
NetSuite Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
SAP ERP Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
TaxJar Not Supported
WePay Not Supported
Xero Not Supported

Integrations

Airtable Supported
Authorize.Net Supported
Dropbox Supported
Focus POS Supported
Freshsales Supported
Google Drive Supported
Gusto Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft Dynamics 365 Supported
Microsoft OneDrive Supported
NetSuite Supported
PayPal Supported
QuickBooks Online Supported
SAP ERP Supported
Sage Intacct Supported
Salesforce Supported
TaxJar Supported
WePay Supported
Xero Supported
Claim Accounts Draft and update features and information
Claim Accounts Draft and update features and information
Claim Cratoflow and update features and information
Claim Cratoflow and update features and information