# Accounts Draft > Purpose-built AI for accountants. 13+ tools that automate everyday workflows like engagement letters, bank statement digitisation, board minutes, and HMRC forms — built and used internally on real client data. Accounts Draft is a UK-based accounting automation platform built by Accounts Draft Limited. It offers a suite of standalone tools that turn common accountant tasks (drafting letters, typing up bank statements, generating board minutes, preparing 64-8 forms) into one-click outputs, without requiring integration with existing practice software. ## Pages - [Home](/): Overview of the platform and the value of purpose-built AI for accountants. - [Platform](/platform): All tools in one place, with workflow categories (Practice, Audit, Accounts, Tax). - [Pricing](/pricing): Free tier, Pro at £65/month, and Team (contact sales). - [Security](/security): Data handling, encryption, and the no-AI-training guarantees from third-party vendors. - [Company](/company): About Accounts Draft Limited and the founders. - [Book a Demo](/book-demo): 60-minute slots on Thursdays and Fridays. - [Resources](/resources): Blog covering accounting workflows, tool comparisons, and onboarding guides. - [Accounting Memes](/memes): The lighter side of Excel, year-end accounts, and life in public practice. - [Webinars](/webinar): Live and on-demand webinars on AI in accounting. - [Accountants Directory](/accountants): Directory of UK accountants by region and city. - [Sitemap](/sitemap): Visual map of all pages. ## Platform tools - [Type Up Invoices](/platform/type-up-invoices): Convert invoice images and PDFs into structured data. - [Type Up Bank Statements](/platform/type-up-bank-statements): Extract transactions from PDF or scanned bank statements. - [Convert Bank Statements to Excel](/platform/convert-bank-statements-excel): Bank statement PDF to Excel converter. - [Type Up & Code Up Bank Statements](/platform/type-up-code-up-bank-statements): Bank statement extraction with nominal coding. - [Engagement Letters](/platform/engagement-letters): Generate compliant UK engagement letters from a single form. - [New Client Forms](/platform/new-client-forms): One form, six documents — onboarding pack from Companies House data. - [Professional Clearance Letter](/platform/professional-clearance-letter): Draft clearance letters to predecessor accountants. - [Create Fee Quote](/platform/create-fee-quote): Build accurate fee quotes for accounting services. - [Ask Tax Questions](/platform/ask-tax-questions): Tax research assistant for UK practitioners. - [Review Notes, Policies & Disclosures](/platform/review-notes-policies-disclosures): Preliminary review aid for accounts files. - [Preliminary Review](/platform/preliminary-review): Review draft accounts against the prior year and return only concise, material review points. - [Minutes of Meeting](/platform/minutes-of-meeting): Generate structured board meeting minutes. - [Share Allotment Board Minutes](/platform/share-allotment-board-minutes): Word/PDF share allotment minutes from Companies House data. - [Share Transfer Board Minutes](/platform/share-transfer-board-minutes): Word/PDF share transfer minutes from Companies House data. - [64-8 Agent Authorisation](/platform/64-8-agent-authorisation): HMRC form 64-8 automation. - [Purchase Transaction Testing](/platform/purchase-transaction-testing): Select a purchase sample from the nominal ledger, create the audit workpaper and client sample, then match returned invoices and complete the testing. ## Resources - [Coding Bank Transactions to Nominal Accounts: A Practical Guide](/resources/coding-bank-transactions-to-nominal-accounts-practical-guide): Learn how to code bank transactions to nominal accounts accurately and efficiently. Avoid common errors and discover AI tools that cut processing time dramatically. - [Is AI Going to Take Over Accounting? We Surveyed 750+ Accountants and Excel Users to Find Out](/resources/ai-in-accounting-survey-750-accountants-excel-users): 750+ accountants surveyed on AI in finance. Here's what finance professionals are actually doing in practice in 2026. - [AI Policy Template for Accountancy Practices](/resources/ai-policy-template-accountancy-practices): Free AI policy template for UK accountancy practices. Covers approved tools, GDPR compliance, data rules, and human review requirements. - [How Accounting Firms Are Using AI in Practice](/resources/how-accounting-firms-are-using-ai-in-practice): See how accounting firms are using AI in practice: document processing, client onboarding, tax queries, and Excel automation to save hours every week. - [Turning Scanned or Image Bank Statements Into Excel](/resources/turning-scanned-image-bank-statements-into-excel): Learn how to convert scanned or image bank statements into Excel using AI-powered OCR - saving hours of manual data entry for accountants. - [New Client Onboarding Checklist for Accountants](/resources/new-client-onboarding-checklist-for-accountants): Follow this new client onboarding checklist for accountants: 8 steps covering compliance, AML, engagement letters, and automation to save time. - [Best Software for Bank Statement Data Entry](/resources/best-software-bank-statement-data-entry): Compare the best bank statement data entry software in 2026. Find tools that extract and code transactions automatically, saving your firm hours every month. - [Common Disclosure Gaps in Year-End Accounts](/resources/common-disclosure-gaps-in-year-end-accounts): Learn the most common disclosure gaps in year end accounts, why they matter, and how to fix them before they trigger audit queries or filing delays. - [XLOOKUP vs VLOOKUP vs INDEX/MATCH: We Asked 2,000 Excel Users and Here's What They Said](/resources/xlookup-vs-vlookup-vs-index-match-excel-poll-results): 2,000 Excel users voted on VLOOKUP vs XLOOKUP vs INDEX/MATCH. See the results and find out which lookup formula is best for accounting workflows. - [How to Access a Client's HMRC Online Account?](/resources/how-to-access-client-hmrc-online-account): Learn how to access a client's HMRC account as their tax agent - covering Form 64-8, online authorisation codes, and key steps to avoid delays. - [What is a 64-8 Form?](/resources/what-is-a-64-8-form): What is a 64-8 form? Learn how this HMRC agent authorisation document works, how to complete it, and how to streamline it for your accounting firm. - [Can ChatGPT answer UK tax questions reliably?](/resources/can-chatgpt-answer-uk-tax-questions-reliably): Can ChatGPT reliably answer UK tax questions? Learn the risks, limitations, and better AI alternatives for tax professionals in 2026. - [How to Choose the Best AI for Accountants: A UK Practitioner's Guide](/resources/best-ai-for-accountants-uk-practitioners-guide): Compare ChatGPT, Claude, Perplexity and Gemini for UK accountants. Find out which AI tools suit which tasks and how to protect client data. - [Can Accountants Use AI With Client Data? ChatGPT, Claude, Gemini & What You Need to Know](/resources/can-accountants-use-ai-with-client-data-chatgpt-claude-gemini): Can accountants use AI with client data? Learn how to configure ChatGPT, Claude and Gemini safely and avoid breaching client confidentiality obligations. - [Should Accountants Offer Discounts? What to Say When Clients Ask](/resources/should-accountants-offer-discounts-what-to-say-when-clients-ask): Should accountants offer discounts? Discover why discounting damages your practice and get confident, practical responses for client pricing pushback. - [What is the Point of Engagement Letters for Accountants?](/resources/what-is-the-point-of-engagement-letters-for-accountants): Discover why engagement letters are essential for accountants - prevent scope creep, protect margins, and set clear client expectations from day one. - [What AML Procedures Do I Need To Do As An ICAEW Accountant?](/resources/aml-procedures-icaew-accountant): Discover the AML procedures every ICAEW accountant must follow - from firm-wide risk assessments to CDD and compliance reviews. Stay compliant in 2024. - [When Should You Renew An Accounting Engagement Letter?](/resources/when-should-you-renew-an-accounting-engagement-letter): Find out when to renew your accounting engagement letters, the key triggers to watch for, and how automation can make the process fast and painless. - [What is Enhanced Due Diligence?](/resources/what-is-enhanced-due-diligence): Learn what Enhanced Due Diligence (EDD) is, when it applies under MLR 2017, and how UK accountants can streamline AML compliance with smarter onboarding tools. - [What to Include in a New Client Onboarding Form for UK Accountants](/resources/what-to-include-in-new-client-onboarding-form-uk-accountants): Learn what to include in a new client onboarding form for UK accountants - covering AML, KYC, HMRC authority, and financial background checks. - [Accountant Engagement Letter Template UK: What ICAEW and ACCA Require You to Include](/resources/accountant-engagement-letter-template-uk-icaew-acca-requirements): Discover what ICAEW and ACCA require in UK engagement letters. Protect your firm, meet regulatory standards, and stop costly disputes before they start. - [How UK Accountants Are Automating Client Onboarding in 2026](/resources/uk-accountants-automating-client-onboarding-2026): Learn how UK accountants automate client onboarding in 2026 with AI tools & smart workflows. Cut onboarding time from hours to minutes. - [Fee Quote Templates That Win New Accounting Clients: Best Practices and Examples](/resources/fee-quote-templates-win-new-accounting-clients-best-practices): Create fee quote templates that win accounting clients. Discover best practices, essential components, and automation tips to boost your conversion rates. - [Prior Year Comparison Techniques for Identifying Policy Inconsistencies in Accounts](/resources/prior-year-comparison-techniques-identifying-policy-inconsistencies-accounts): Learn essential prior year comparison techniques to identify accounting policy inconsistencies, spot errors, and streamline your financial statement reviews. - [How to Turn a Bank Statement Into a Trial Balance Using AI](/resources/how-to-turn-bank-statement-into-trial-balance-using-ai): Learn how to instantly convert bank statements into a trial balance using AI. - [Building a Centralised Mail Handling System for Multi-Office Practices](/resources/centralised-mail-handling-system-multi-office-accounting-practices): Learn how to build a centralised mail handling system for multi-office accounting practices. Reduce costs, improve efficiency & scale your practice. - [How to Catch Missing Disclosure Notes Before They Become Compliance Issues](/resources/catch-missing-disclosure-notes-before-compliance-issues): Learn how to catch missing disclosure notes before they become compliance issues. Discover checklists, automation tools, and review processes that work. - [Common Trial Balance Errors and How Automation Prevents Them](/resources/common-trial-balance-errors-automation-prevention): Learn how to prevent common trial balance errors with automation. Discover 6 frequent mistakes and how PDF data extraction tools save accountants hours. - [How Small Accounting Firms Can Compete with Big 4 Using Automation Tools](/resources/small-accounting-firms-compete-big-4-automation-tools): Learn how small accounting firms can compete with Big 4 using automation tools. Reduce costs, speed up service, and focus on high-value advisory work. - [5 Disclosure Gaps That Slip Through Manual Audit Review](/resources/disclosure-gaps-manual-audit-review): Learn the 5 disclosure gaps that slip through manual audit review and how accounting automation helps catch related party, contingent liability, and more. - [The Accountant’s Guide to OCR: Accuracy in Financial Documents](/resources/accountants-guide-to-ocr-accuracy): Learn how accountants can use OCR to accurately extract data from invoices, bank statements and financial documents, reduce errors and streamline workflows. - [Building a Paperless Accounting Practice: A Practical Roadmap](/resources/building-paperless-accounting-practice-roadmap): Learn how to build a paperless accounting practice with our 6-phase roadmap. Reduce errors, save time, and automate document processing. - [How to Reconcile Bank Statements 10x Faster Using PDF Data Extraction](/resources/reconcile-bank-statements-faster-pdf-data-extraction): Learn how PDF data extraction helps accountants reconcile bank statements 10x faster. Reduce errors and save hours on month-end reconciliation tasks. - [Building Scalable Bookkeeping Processes for Growing Client Rosters](/resources/building-scalable-bookkeeping-processes-growing-client-rosters): Learn how to build scalable bookkeeping processes that handle growing client rosters. Automate data extraction, standardize workflows, and scale efficiently. - [How to Convert PDF Bank Statements to CSV (and Straight Into a Trial Balance)](/resources/convert-pdf-bank-statements-to-csv-trial-balance): Save hours of manual work by converting PDF bank statements into Excel and trial balances instantly using AI. Learn how accountants can streamline data entry and boost efficiency. - [How to Automate Client Mail Routing in Accountancy Practices: Solving the Registered Office Challenge](/resources/automate-client-mail-routing-accountancy): Automate registered office mail for UK accountancy firms - save time, avoid errors, and improve compliance with Post Router. Boost practice efficiency by digitally sorting, naming, and tracking client correspondence for better workflow and higher service standards. - [What Are Draft Accounts? A Plain-English Guide for UK Businesses](/resources/What-Are-Draft-Accounts): Draft accounts are your annual accounts in work-in-progress form, showing proposed figures before approval or filing. They let you check the numbers, correct errors, and agree judgments with your accountant before directors sign. Learn who should see them, what's inside a typical set, the sign-off flow, common mistakes, and how to move from draft to final accounts on time. - [Attracting and Retaining Talent in Your Accountancy Practice](/resources/attracting-retaining-talent-accountancy-practice): preliminary reviews, accounting, practice management, automation, quality control - [Croner-i Alternative: Why AccountsDraft's AI Tax Assistant Is Transforming Professional Tax Research](/resources/croner-i-alternative-ai-tax-software): AccountsDraft offers a reliable Croner-i alternative with AI-powered UK tax answers, direct source citations, and seamless integration in accounting workflows. - [TaxGPT Alternatives: Practical Options UK Accountants Can Use in 2025](/resources/taxgpt-alternatives): Compare TaxGPT with Accounts Draft’s Ask Tax Questions: features, accuracy, and when each fits UK accounting teams focused on speed, citations, and audit trails. - [4 Time-Consuming Tasks Accountants Should Automate Now (And How AI Tools Help)](/resources/4-time-consuming-tasks-accountants-should-automate-now-ai-tools): Learn how accountants can automate 4 time-consuming tasks including fee quotes, clearance letters, financial reviews, and data extraction to save hours and improve accuracy. - [Bridging Excel and AI: How Small Firms Can Automate Workflows Without Ditching Spreadsheets](/resources/Bridging-Excel-and-AI-How-Small-Firms-Can-Automate-Workflows-Without-Ditching-Spreadsheets): Automate accounting workflows without ditching Excel. Discover how AI tools from AccountsDraft save time, reduce errors, and boost small firm efficiency. - [Preliminary Reviews: The Simple Way to Cut Partner Time and Raise Quality](/resources/preliminary-reviews-cut-partner-time-raise-quality): Learn how preliminary reviews can reduce partner involvement, improve file quality, and streamline your accounting practice with a practical 13-minute checklist and automation tools. - [Trullion Alternatives: Accounts Draft as an Excel-Friendly Option](/resources/trullion-alternatives-accounts-draft-excel-friendly): Discover how Accounts Draft provides a minimalist yet powerful alternative to Trullion for UK accounting practices that value Excel-based workflows and streamlined automation. - [DataSnipper Alternatives: Exploring Accounts Draft for UK Accountants](/resources/datasnipper-alternatives-exploring-accounts-draft-uk-accountants): Accounts Draft's Match Sample tool automatically matches invoices to your audit sample - no manual field selection needed. See why UK practices choose it over DataSnipper for purchase transaction testing. - [Complete New Client Onboarding Checklist for UK Accountancy Firms](/resources/complete-new-client-onboarding-checklist-uk-accountancy-firms): Complete new client onboarding checklist for accountancy firms. Learn efficient steps to streamline your process, impress clients, and build lasting relationships. - [What Is Accounts Draft? – AI-Powered Accounting Software Built for Accountants](/resources/what-is-accounts-draft-ai-powered-accounting-software): Discover how Accounts Draft revolutionizes accounting with AI automation, transforming hours of manual work into seconds while maintaining professional security standards. - [How to Write a Professional Clearance Letter (UK) – Templates, Tips & Automation](/resources/how-to-write-professional-clearance-letter-uk-templates-tips-automation): Complete guide to writing professional clearance letters in the UK. Learn best practices, avoid common pitfalls, and discover automation tools to streamline client onboarding. - [How to Create Accurate Fee Quotes for Accounting Services](/resources/how-to-create-accurate-fee-quotes-accounting-services): Learn how to create professional, accurate fee quotes that win clients and avoid misunderstandings. Discover best practices for scope determination, pricing strategies, and proposal structure. ## Templates - [Balance Sheet (FRS 102)](/templates/balance-sheet-FRS102): Free FRS 102 balance sheet template. ## Optional - [Terms of Service](/terms-of-service): Terms governing use of Accounts Draft. - [Privacy Policy](/privacy-policy): Data handling and third-party AI vendor guarantees. - [Refund Policy](/refund-policy): Refund eligibility and process.