Practice management for independent accounting firms
Standardise month-end, VAT and bookkeeping workflows, track billable time and invoice through Xero — without the price tag or complexity of an enterprise practice suite.
UK compliance, built in
Not a bolt-on. The things HMRC and your auditor care about are part of the data model.
Every invoice gets a gap-free sequence per firm. No accidental duplicates, no manual counters, safe under an HMRC records check.
VAT rate per line, VAT registration number on the document, tax point date captured, credit notes issued as reversing invoices — not deleted.
UK-ready templates for VAT returns, CT600, SA100, confirmation statements and payroll RTI — pre-seeded on signup, edit to taste.
Signed DPA, cookie consent capture, per-client data export and deletion, EU data residency on request.
Who Details is for
- Solo accountants and bookkeepers billing on retainer, by the hour, or both
- Small firms of 2–10 staff running recurring accounting workflows
- Practices that want per-client profitability without a heavy PSA
- Firms that already invoice through Xero and want a clean CSV handoff
Why firms choose Details over a generic tool
- Client fee models (fixed monthly / hourly) built into the data model, not bolted on
- Workflow templates ship with the mental model of an accounting period
- Multi-entity clients with parent/child rollup for aggregate billing
- Time entries snapshot the effective rate so historical margin stays accurate
- Xero Sales Invoice CSV export in the format Xero actually accepts