Automation & AI for Accountancy Firms

One umbrella. Faster workflows, clean compliance, and tools your team will actually use.

Book a Demo Our Products
MTD ITSA Mandatory from April 2026 — see how we help
About PracticeGrid

Automation & AI under one umbrella

PracticeGrid is an umbrella platform that brings automation and AI to accountancy firms, starting with our flagship product, CinchFlow.

Built specifically for accountants and bookkeeping teams, PracticeGrid helps you standardise workflows, keep compliance under control, and reduce the administrative work that slows firms down. Rather than stitching together spreadsheets, email threads and ad-hoc tools, you work from one structured workspace where jobs, documents and deadlines are always clear.

PracticeGrid team and platform

Accuracy Matters

Standardised processes with defined review stages ensure consistent, high-quality work across all clients and deadlines.

See PracticeGrid in Action

A quick walkthrough of how workflows and automation work inside the platform.

Why Accountancy Firms Choose PracticeGrid

A single workspace for workflows, compliance and clients – with automation and AI built for accountancy firms.

Faster workflows

Automate recurring jobs, approvals and reminders across your practice, so work moves on time without chasing.

Clean compliance

Keep deadlines, audit trails and document handling under control, ready for reviews and regulatory checks.

Clients in one place

A single workspace for jobs, documents, emails and notes, giving your team a clear client view every time.

Automation that feels human

Let AI handle the repetitive tasks while your team focuses on advice, reviews and higher-value client work.

Making Tax Digital for Income Tax (MTD ITSA)

Quarterly submissions built for modern accountancy firms.

  • Quarterly Update submissions
  • Agent Services Account (ASA) integration
  • Quarterly obligation tracking dashboard
  • Internal review & approval before submission
  • Excel-based quarterly data import

PracticeGrid is built in line with HMRC's MTD ITSA quarterly update specifications.

Learn More
MTD ITSA Quarterly Dashboard

How PracticeGrid Works

Three simple steps to get your practice running on structured workflows and automation.

1

Set up your practice

Add your team, your clients, and your recurring work in one structured workspace.

2

Start your workflows

Create or use prebuilt templates for accounts, payroll, VAT and bookkeeping jobs.

3

Monitor everything

View deadlines, documents and issues in one place across your whole practice.

Target audience

Who PracticeGrid Is For

PracticeGrid is designed for solo accountants, small accountancy firms and growing multi-team practices that want clearer workflows, better client visibility and less admin from their practice management software.

Free trial for accountancy firms

  • Solo practitioners

    Light workflows and simple client tracking for sole practitioner accountants who need deadlines, documents and emails organised without a complex system.

    Sole-practitioner workflows Client document portal Compliance-ready

  • Small firms (2–10 people)

    Shared tasks, centralised jobs and consistent accounting workflows so small firms can see who is doing what and when for each client in one place.

    Task management Workload and capacity views Client & job dashboards

  • Growing multi-team firms

    Full automation, templates and analytics for larger accountancy firms that need to standardise processes, reduce bottlenecks and monitor performance across teams and offices.

    Workflow automation at scale Practice-wide analytics Multi-team coordination

Security & Compliance You Can Rely On

PracticeGrid helps you protect client data while meeting UK GDPR and DPA obligations.

Bank-Grade Data Security

Client data is encrypted in transit and at rest, helping your firm protect sensitive financial information and maintain strict confidentiality across every workflow.

Built for UK GDPR & DPA Compliance

Our platform is designed to support your UK GDPR and Data Protection Act obligations, making it easier to manage consent, retention and client rights requests in one secure place.

Audit-Ready Trails & Approvals

Every change, review and sign-off is automatically logged, giving you a clear audit trail for regulators, professional body reviews and internal quality control.

Secure Cloud Hosting & Backups

Hosted on secure, managed cloud infrastructure with automatic backups and high uptime, so your team can access up-to-date client records from anywhere, at any time.

Frequently Asked Questions

Everything you need to know about PracticeGrid – answered in one place.

PracticeGrid is an umbrella platform that brings automation and AI to accountancy firms. It currently includes CinchFlow for workflow and client management and DraftBox for AI-assisted email replies – all in one structured workspace built specifically for accountants and bookkeeping teams.

PracticeGrid currently offers two products:
  • CinchFlow – a practice management workspace for organising clients, recurring jobs, deadlines and team workflows.
  • DraftBox – an AI email assistant that connects to your mailbox via OAuth and saves AI-written reply drafts directly into your drafts folder for you to review and send.

PracticeGrid is built for UK-based accountancy and bookkeeping firms of all sizes – from sole practitioners who need simple client and deadline tracking, to small firms (2–10 people) that want shared task management, to larger multi-team practices that need workflow automation at scale, practice-wide analytics and multi-team coordination.

Yes – PracticeGrid offers a free trial for accountancy firms. You can get early access by contacting our team. There are no setup fees or long-term contracts required to get started.

CinchFlow is available on three plans, billed per user per month (excluding VAT):
  • Essential – £29/user/month: up to 50 clients, 1 manager, 2 staff and 3 admin accounts.
  • Professional – £39/user/month: up to 200 clients, 5 managers, 25 staff and 30 admin accounts.
  • Enterprise – £49/user/month: up to 600 clients, 20 managers, 100 staff and 120 admin accounts.

View full details on our Pricing page.

Yes. PracticeGrid is built in line with HMRC's MTD ITSA quarterly update specifications. It supports quarterly update submissions, Agent Services Account (ASA) integration, a quarterly obligation tracking dashboard, internal review and approval workflows before submission, and Excel-based quarterly data import. Learn more about MTD ITSA.

Yes. Client data is encrypted in transit and at rest. The platform is hosted on secure, managed cloud infrastructure with automatic backups and high uptime. It is designed to support your UK GDPR and Data Protection Act (DPA) obligations, with structured audit trails and approval logs for every review and sign-off.

CinchFlow gives your team a single workspace where all jobs, documents, tasks and deadlines are visible. You can automate recurring work such as VAT returns, accounts filings and payroll, set up review and approval stages, and monitor the whole practice from one dashboard – so nothing gets missed and every job has a clear owner and due date.

DraftBox connects to your mailbox securely via OAuth (no passwords stored). When a new email arrives, DraftBox generates an AI-written reply and saves it directly into your drafts folder. You review and edit the draft before sending – you always stay in control. It is ideal for teams handling a high volume of client emails who want faster responses without losing accuracy.

Getting started is straightforward: add your team and clients, create recurring jobs from prebuilt templates for accounts, payroll, VAT and bookkeeping, then monitor everything from one dashboard. To begin, request early access and our team will walk you through setup for your firm's size and workflows.