# 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 - [How to Complete a Share Transfer Form (J30): UK Guide](/resources/how-to-complete-stock-transfer-form-j30): Download a free J30 stock transfer form and follow our UK guide to completing it, calculating Stamp Duty and recording the transfer, with a worked example. - [Engagement Letter for a Limited Company: What to Include](/resources/engagement-letter-for-a-limited-company-what-to-include): What to include in an engagement letter for a limited company: service schedules, directors’ responsibilities, fees, deadlines and a practical checklist. - [How to Get a Client’s Accounts Ready for a Business Sale](/resources/how-to-get-clients-accounts-ready-for-business-sale): Help clients get their accounts ready for a business sale, with practical steps for annual accounts, supporting records and preparing for buyer due diligence. - [How to Authorise an HMRC Agent (64-8 & Digital)](/resources/how-to-authorise-an-agent-with-hmrc): Step-by-step UK guide to getting authorised with HMRC for VAT, PAYE, Corp Tax & Self Assessment. Compare the digital handshake vs form 64-8. - [Turning Credit Card Statements into a Trial Balance](/resources/credit-card-statements-to-trial-balance): Learn how to turn credit card statements into trial balance entries with accurate extraction, classification, reconciliation, and reviewed accounting postings. - [How to Handle Multi-Currency Bank Statements in Excel](/resources/multi-currency-bank-statements-excel): A simple guide for UK accountants on handling multi-currency bank statements in Excel, choosing exchange rates and converting amounts to GBP. - [Converting a Full Year of Bank Statements in One Go](/resources/convert-full-year-bank-statements): Convert a full year of bank statements to CSV with Accounts Draft. Batch up to 15 statements, automate assigning to accounting nominals and keep year-end reviews under control. - [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: UK Guide (2026)](/resources/best-software-bank-statement-data-entry): Compare DocuClipper, Dext, Hubdoc, and Accounts Draft for converting PDF bank statements into Excel and trial balances for UK accountants. - [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. - [Best AI Tools for UK Accountants (2026 Comparison)](/resources/best-ai-for-accountants-uk-practitioners-guide): We tested Claude, ChatGPT, Gemini, and Perplexity on real practice tasks. Discover which models handle UK tax, prep, and emails best without risking client data. - [Can Accountants Use ChatGPT or Claude With Client Data?](/resources/can-accountants-use-ai-with-client-data-chatgpt-claude-gemini): Is it safe to put client data or bank statements into ChatGPT, Claude or Gemini? The UK confidentiality rules, and the settings to change first. - [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 to Renew Engagement Letters: UK Accountant Rules](/resources/when-should-you-renew-an-accounting-engagement-letter): Do you need to renew engagement letters annually? Review ICAEW and ACCA rules, key trigger events, and best practices for UK accountancy practices. - [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. - [New Client Onboarding Form for Accountants: What to Include (UK)](/resources/what-to-include-in-new-client-onboarding-form-uk-accountants): What a UK accounting firm's new client information sheet should collect: ID and AML checks, KYC, HMRC authority, contact details and financial background. - [ICAEW & ACCA Engagement Letter Guide: UK Requirements](/resources/accountant-engagement-letter-template-uk-icaew-acca-requirements): What ICAEW and ACCA expect in an accountant's engagement letter: scope, fees, liability, AML and complaints clauses, with a clause-by-clause UK checklist. - [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. - [Accounting OCR: How Accurate Is It for Financial Documents?](/resources/accountants-guide-to-ocr-accuracy): How accurate is OCR on invoices and bank statements? See where accounting OCR goes wrong, how to check extracted figures, and how to review exceptions. - [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? UK Guide & Review Checklist](/resources/What-Are-Draft-Accounts): Understand draft accounts before you sign. Learn what's included, how to spot errors, the director sign-off process, and how they become final filed accounts. - [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 vs Accounts Draft: AI Tax Research for UK Accountants (2026)](/resources/taxgpt-alternatives): Compare TaxGPT and Accounts Draft for UK tax queries. Review HMRC citations, working paper integration, and client data security for accountancy firms. - [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. - [A UK DataSnipper Alternative: Excel Sample Matching (2026)](/resources/datasnipper-alternatives-exploring-accounts-draft-uk-accountants): Compare DataSnipper with Accounts Draft's Match Sample tool for UK purchase transaction testing. Automated invoice matching without enterprise minimums. - [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. - [Professional Clearance Letter: UK Guide & Ready-to-Send PDF](/resources/how-to-write-professional-clearance-letter-uk-templates-tips-automation): Professional clearance letter guide for UK accountants: what to ask the prior firm, handover checklists and response timelines, plus a ready-to-send PDF letter. - [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.