AI-powered reporting, valuations, forecasting, tax and bank-statement conversion — for every client you manage. Priced per firm, not per client.
— or any PDF / Excel
A 50-client practice pays the big reporting tools a fortune. Beancruncher is one flat firm price — unlimited clients, all the tools.
Pull the data in once. AI does the heavy lifting. You review, adjust, and send a branded deliverable.
Board-ready management packs with charts, ratios and a plain-English narrative the AI writes for you.
Any PDF statement → clean import for Xero, Sage or QBO, reconciled to the balance. Tracks each client's statements, flags missing months, and sends automated requests.
With recurring RFICompilation & independent-review AFS straight from the trial balance — primary statements, AI-drafted notes, directors' report and a searchable tax computation.
Income tax, provisional tax and VAT201 — auto-populated from the books, editable, with versioned working papers, deferrals, a client-approval workflow and an audit trail.
AdvisoryIndustry-benchmarked valuations with an AI narrative and a signed Certificate of Valuation — refine with an AI chat.
AdvisorySee how each client stacks up against curated sector ranges, your own book of clients, and AI-assessed peers — right inside the reports.
Driver-based 12-month P&L and cash-flow, scenarios, and a live budget linked to the chart of accounts.
AdvisoryThe two-limb directors' solvency & liquidity test on a branded certificate with a covering letter, reconciled to the accounts.
AdvisoryReconciled to the books, pro-rata depreciation, disposals with profit/loss, and an automatic monthly journal.
AdvisoryIt's a production line for client work — consistent, fast, and always with your judgement in the loop.
Sync Xero, Sage or QuickBooks — or drop a PDF and the AI reads it.
Reports, valuations, tax and forecasts computed straight from the books.
Add allowances, deferrals, add-backs — your judgement, fully editable.
Export a polished deliverable under your firm's logo, or email the client directly.
Pick a client band. All plans include the full reporting suite, exports and branding.
Start free today. Add your whole client book when you're ready — one flat price, no per-client surprises.
Start free — no card needed