Audience
Accountants, bookkeepers, accounting firms and finance teams
About Accounts Draft
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.