Create your clients. Execute your workflows. Generate your invoices.
Run every client's workflows, track the time, and invoice it correctly — for accounting practices and every professional-services firm that bills for its work.
14-day trial · no card required
- Running a real UK practice today
- Workflow & time tracking built in
- UK-VAT-correct invoicing
- B&Bramble & Co LtdLimited company · VAT12345678
- HSHarbour StudioSole trader · Self-assessmentSA/HAR/24
- KCKestrel ConsultingLimited company · MTD87654321
Every client, organised in minutes
- 01Confirmation statement12 Aug 2026
- 02VAT return Q207 Sep 2026
- 03PAYE month 622 Sep 2026
- 04Corporation tax filing31 Dec 2026
Packs seed the year's deadlines — time lands on the right task
- Monthly bookkeeping — August1£480.00£96.00
- VAT return Q2 preparation1£240.00£48.00
- Payroll processing (5 staff)5£92.50£18.50
UK-VAT-correct — sequential, gapless, immutable.
Deadlines across dozens of clients. Unbilled time leaking every week. An invoice sequence nobody trusts.
Practice work spreads across spreadsheets, inboxes and sticky notes — and the moment one client asks a hard question, the whole system stops.
Four pillars, one ledger.
Clients, deadlines, time and invoicing share the same data — so nothing is retyped, and every figure ties back to the work it came from.
Clients & workflows
Every client sits in one list with billing method, rate and rollup — parent/child groups included — so the next action is always one row away.
Statutory packs & deadlines
Assign a UK statutory pack — VAT, CT600, CS01, payroll — and Details schedules the tasks against each due date on a workspace board and calendar.
Time
One timer at a time, tied to a task, with a rate snapshot at start — so recent entries show minutes and value together, ready to bill.
Compliant invoicing
Invoices carry sequential numbers, per-line VAT and a tax point date; voids issue a matching credit note on the same shared sequence.
The details that pass an accountant's review.
Compliance-grade specifics baked into the ledger — not features bolted on later.
Every invoice takes the next number in a per-firm sequence — no gaps, no reuse, no manual overrides.
Voiding an invoice issues a matching credit note on the same shared numbering sequence, with the original invoice referenced on both PDFs.
Each time entry records the rate that applied when the timer started, so retrospective rate changes never re-price billed work.
A single view of each client's VAT scheme, next return period and filing status — sortable by what's due next.
Parent-child hierarchies for group clients. Bill individually or roll up into an aggregate invoice — your call.
Time cost vs billed, per client and per workflow. Utilisation per team member. Details, in numbers.
Who it's for
Built for any service business that runs recurring client work. Accountancy is where our rigour comes from.
Retainers, hourly work, and month-end chaos.
Run every client on a repeatable schedule, with nothing missed.
Learn moreProjects drift, feedback loops multiply, and billing is manual.
Systemise retainers so you ship on time and invoice accurately.
Ad-hoc calls and follow-ups hide the real time cost.
Track every engagement and turn advice into billable hours.
Chasing tasks and invoices across five tools.
One calm workspace for workflows, timers, and getting paid.
Any recurring client work, systemised.
From month-end close to client retainers, run the same sequence every time — and bill it cleanly.
- 01Reconcile bank
- 02Post accruals
- 03Review P&L
- 04Send draft to client
- 05Finalise & file
- 01Import transactions
- 02Review VAT codes
- 03Reconcile control account
- 04Prepare return
- 05Submit to HMRC
- 01Kick-off check-in
- 02Deliverables
- 03Internal review
- 04Client approval
- 05Invoice
Why not just…
The honest comparison. Details fills the gap between too light and too heavy.
- ×No schedules
- ×No timers
- ×Invoices retyped by hand
- ×Nothing is auditable
- ×No billing model
- ×No rate snapshots
- ×No VAT
- ×No sequential invoice numbers
- ×No Xero
- ×Priced and built for enterprise
- ×Weeks of onboarding before your first invoice
- ×Details is set up in minutes and priced for independent firms
Details is the middle path: light enough to start today, rigorous enough to invoice with.
Priced by practice size. Simple, monthly.
Start on a 14-day free trial. Change plan anytime.
Frequently asked questions
What is Details?+
Details is client workflow, time tracking and invoicing software for professional-services firms. Define recurring work as templates, assign it to clients, and track every task and hour through to a compliant invoice.
Does Details work with Xero?+
Details exports a Xero-ready Sales Invoice CSV that imports directly today. A live, certified Xero connection is on the roadmap — we don't offer live sync yet.
Can I try Details for free?+
Every new workspace starts on a 14-day free trial with the full features of your chosen tier. No card required to start.
How does Details handle GDPR?+
Your data is hosted in the EU on Supabase. You own it, can export it at any time, and can request deletion from Settings → Privacy. We describe our practices openly rather than claim certifications we don't hold.
Can I invite my team?+
Yes. The Practice plan includes 5 seats and the Firm plan is unlimited. Staff can be scoped to specific clients.
Is Details only for accountants?+
No. Details brings accountancy-grade rigour to any professional-services business that bills for client work — agencies, consultants, bookkeepers and freelancers all fit.
How long does setup take?+
Minutes. Sign up, pick a UK statutory pack, and it seeds a year of client deadlines so you can start scheduling work in your first session.
Run the practice. We'll mind the details.
Clients, workflows, time and compliant invoicing in one place. Start today; invoice correctly by Friday.