PracticeGrid is the umbrella brand for the products we build for accountancy and
bookkeeping firms. That means CinchFlow for workflow and client
management, and DraftBox for AI-generated email drafts. Additional
modules will be added as the platform grows.
Available now
CinchFlow – workflow & client management
A practice-management workspace for organising clients, services and recurring jobs,
so your team always knows what’s due, who owns it and what happens next.
- Bring client records, services and key details together.
- Turn recurring work into jobs with owners and due dates.
- See upcoming deadlines, bottlenecks and workload at a glance.
- Help everyone follow the same steps so work is completed reliably.
View CinchFlow product page
Available now
DraftBox – AI replies delivered to your drafts
An email assistant that connects to your mailbox via OAuth and prepares AI-assisted reply
drafts for incoming messages, so your team replies faster while staying in control.
- Connect individual or organisation mailboxes securely via OAuth.
- New emails appear in DraftBox ready for reply generation.
- AI-written replies are saved into each user’s drafts folder.
- Users review and edit drafts before anything is sent.
View DraftBox product page
Available now
Ledger IQ – General Ledger audit & anomaly detection
An automated audit tool for General Ledger data. Upload a GL export from Xero or QuickBooks,
map your account names to recognised categories, and the system flags suspicious or incorrectly
posted transactions across five rule sets.
- Upload a GL export from Xero or QuickBooks format.
- Map account names to known categories.
- All 5 audit rules run automatically.
- Download an Excel report with every flagged row highlighted and the rule explained.
View LedgerIQ product page
Available now
Smart Taxvis – Personal Tax Return working paper tool
A structured data-entry and export tool for accountants. Open a client, select a tax year,
enter income and expense data from source documents, and export a formatted multi-sheet
Excel working paper in one click.
- Capture Employment Income from P60, P45 and P11D documents.
- Record Bank Interest, Dividends and Pension Income line by line.
- Review and verify all entries before export.
- Export a formatted multi-sheet Excel working paper instantly.
View SmartTaxvis product page
Available now
Year End Pro – Automated year-end working paper checker
An automated working paper checker. Upload a client's Year End Excel file, and the system
reads the ETB sheet as the source of truth, compares every schedule sheet against the
matching ETB balance, and reports each comparison with a clear status.
- Upload the Year End working paper Excel file.
- The system locates and reads the ETB (Extended Trial Balance) sheet.
- Each schedule sheet is compared against the matching ETB balance.
- Every comparison is reported with one of four clear statuses.
View Year End Pro product page
Available now
InsightX – TaxCalc financial analysis & KPI dashboard
A financial analysis tool for TaxCalc exports. Upload a TaxCalc Excel export and the system
automatically groups accounts into financial categories, calculates key metrics and ratios,
and displays everything across three structured tables and five charts.
- Upload the TaxCalc Excel export (trial balance / account listing).
- Account codes are read and grouped into financial categories automatically.
- Year columns are detected — Previous Year and Current Year picked automatically.
- Key financial metrics, ratios, tables and charts generated instantly.
View InsightX product page
Available now
NoteVault – Hierarchical client & master notes
A three-level hierarchical note management system. Organise clients into Parent Clients
and End Clients, then attach a structured Master Note (permanent client setup card) and
unlimited free-form Specific Notes to each End Client.
- Group entities under a top-level Parent Client umbrella.
- Attach a structured Master Note as a permanent client setup card.
- Add unlimited free-form Specific Notes to any End Client.
- Three-level structure keeps instructions and records organised and easy to find.
View NoteVault product page
Who our products are for
UK accountancy · Bookkeeping firms · High-volume email teams
PracticeGrid is built for accountancy and bookkeeping teams who want predictable delivery and less manual chasing.
Below are the most common roles we help and how our products solve their problems.
- Partners & owners — Gain clear oversight of deadlines, client commitments and firm capacity so you can manage risk and plan growth. (CinchFlow: dashboards & reports).
- Managers — Coordinate people and tasks with visibility into what’s due, what’s blocked and who owns each job, reducing follow-ups and firefighting. (CinchFlow: job ownership, recurring jobs).
- Support & administrative teams — Move from ad-hoc lists to repeatable processes and structured job queues so work gets done consistently. Combine with DraftBox to handle repetitive email faster. (CinchFlow + DraftBox).
- Client-facing staff & senior advisors — Speed up email responses with AI-drafted replies that you can review and personalise, saving time while keeping control. (DraftBox: draft replies in your mailbox).
If you're unsure where to start, contact our team and we’ll recommend the best product or combination for your firm.
