What is Accounts Draft?
Accounts Draft delivers purpose-built AI solutions designed specifically for accounting professionals. It tackles the time-consuming, manual tasks that often bog down daily operations, empowering you to automate core accounting workflows, enhance accuracy, and significantly boost your firm's efficiency.
Key Features
Accounts Draft provides a suite of powerful AI tools to streamline your practice:
📊 Invoice Data Extraction: Effortlessly extract critical data from invoices, whether they're PDFs or images, directly into a structured Excel table. This feature includes robust data validation to ensure accuracy, freeing you from tedious manual data entry.
📝 Automated Bank Statement Processing: Instantly type up and code bank statements, automatically allocating transactions to the correct accounting nominals. This capability accelerates bank reconciliation, transforming hours of work into minutes.
🔎 Accounting Notes & Disclosure Review: Confidently compare draft accounts against prior year data, ensuring consistent accounting policies and complete disclosures. This helps maintain compliance and audit readiness with precision.
💬 Cited Tax Question Answering: Access reliable tax answers backed by clear source citations and expert knowledge. This provides professional guidance at your fingertips, helping you confidently address complex client queries.
✍️ Instant Professional Document Generation: Generate essential client documents, such as professional fee quotes and clearance letters, in seconds. This streamlines your client onboarding process and ensures a polished, consistent professional image.
Use Cases
Accounts Draft integrates seamlessly into your firm's daily operations, delivering tangible benefits across various scenarios:
Expediting Client Onboarding: Quickly generate accurate fee quotes and professional clearance letters for new clients, significantly reducing administrative overhead and creating a seamless first impression.
Streamlining Month-End & Year-End Close: Automate the processing and coding of bank statements and use AI to review accounting notes for policy consistency, drastically cutting down the time spent on critical closing procedures.
Enhancing Tax Advisory Services: Rapidly obtain expert tax answers with verifiable sources, enabling you to provide more informed and timely advice to your clients without extensive manual research.
Why Choose Accounts Draft?
Accounts Draft isn't just another AI tool; it’s a secure, purpose-built platform designed with the unique needs of accounting professionals in mind.
Uncompromised Data Privacy: Unlike many general-purpose AI tools that may use your data for training, Accounts Draft employs secure API connections. This ensures your confidential client information never enters AI training datasets, maintaining the highest standards of professional confidentiality and protecting your client's trust.
Professional-Grade Security: Your data is safeguarded with enterprise-grade security protocols, including JWT authentication, row-level security for data isolation, and bank-level encryption for all communications (HTTPS-only). Financial documents are processed in isolated environments with automatic cleanup, providing peace of mind.
Significant Time & Cost Savings: By automating tasks that typically consume hours—from invoice data entry to document generation—Accounts Draft allows you to replace manual effort with seconds of AI processing. This dramatically reduces operational costs, enhances accuracy, and frees your team to focus on higher-value advisory work.
Seamless Integration: Accounts Draft is designed to complement your existing accounting and bookkeeping software, requiring no complex integration. You can upload documents and export results with ease, fitting effortlessly into your current workflow.
Conclusion
Accounts Draft empowers accounting practices to embrace the future of efficiency and precision. By automating time-intensive tasks while upholding the highest standards of data security and confidentiality, it enables you to deliver faster, more accurate results and scale your practice with confidence.
More information on Accounts Draft
Launched
2025-03
Pricing Model
Paid
Starting Price
Global Rank
Follow
Month Visit
<5k
Tech used
Top 5 Countries
100%
United Kingdom
Traffic Sources
4.51%
1.21%
0.23%
13.8%
43.34%
35.66%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
Accounts Draft was manually vetted by our editorial team and was first featured on 2025-09-07.
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