Finance. Made Intelligent.

Your AI CFO for UK books, VAT and practice work

VouchBooks gives finance teams and accounting practices one workspace across every client engagement — live portfolio oversight, VAT & Making Tax Digital, bank reconciliation, and an AI accountant that answers from your synced data. Professionals stay in control.

Connects toXeroQuickBooksSageFreeAgentHMRC MTD
dash.vouchbooks.com
CFO overview
Globex UK Ltd · FY 2025/26
This month
Net sales (MTD)
£128,400
+8.2% vs prior
VAT to pay
£9,420
Q2 return ready
Open alerts
3
awaiting review
Sales vs purchases
last 8 months
UK VAT & MTD
UK / EU data residency
UK GDPR aligned
Explainable AI
Platform

Built for how UK finance work actually runs

Whether you manage one company or a practice of many engagements, VouchBooks sits above your accounting package as the intelligence and review layer.

CFO dashboard

Sales, costs, cash signals and VAT exposure in one view — for a single company or across your client portfolio.

VAT & Making Tax Digital

HMRC boxes computed from synced transactions, working papers for review, and submission when your practice is ready.

AI accountant

Ask plain-English questions about receivables, vendors, VAT and performance — grounded in the books, with sources shown.

Assurance alerts

Explainable anomaly detection for duplicates, split invoices, unusual payees and VAT oddities — review, resolve, move on.

Bank reconciliation

Import statements, match to vouchers, and keep a clean audit trail suitable for month-end and client review.

Accounting integrations

Connect Xero, QuickBooks or Sage so masters and vouchers stay current without re-keying the ledger.

Workflow

Connect, review, file

01

Connect the books

Create a company or client engagement, then link Xero, QuickBooks or Sage over secure OAuth. Data syncs into the workspace.

02

Review with context

Dashboards, day book, bank rec and assurance alerts surface what needs attention — with evidence, not black-box scores.

03

File with confidence

Prepare VAT returns for Making Tax Digital, ask the AI accountant for checks, and keep a clear trail of reviews and decisions.

Compliance

VAT returns prepared for Making Tax Digital

Transactions map to VAT treatment, the nine boxes update as books sync, and your team reviews before anything goes to HMRC.

  • Standard, Flat Rate, Cash and Annual schemes
  • Boxes 1–9 from synced transactions
  • Working papers for review before HMRC submission
VAT Return
2025 Q4 · Globex UK Ltd
Ready to review
Box 1VAT due on sales
£12,840.00
Box 4VAT reclaimed on purchases
£3,420.00
Box 5Net VAT to pay
£9,420.00
Box 6Total sales ex. VAT
£64,200.00
Submit to HMRC
Ask VouchBooks
What's our VAT position this quarter?
Output VAT is £12,840 and reclaimable VAT is £3,420, giving a net position of £9,420 (Box 5). Two purchase invoices are missing VAT codes.
From synced Xero data · review recommended
AI accountant

Ask the books in plain English

Query receivables, suppliers, VAT and performance without exporting to spreadsheets. Every answer stays tied to the engagement you have open.

  • Answers grounded in synced ledger data
  • Scoped to the active company or client
  • Designed to assist judgement — not replace it
Who it's for

One platform for the firm and the finance function

Finance leaders

A CFO-grade view of the business — KPIs, cash signals and exceptions — without living in the ledger all day.

Accountants & practices

Switch between client engagements, run VAT and assurance reviews, and keep partners informed from one workspace.

Operations teams

Day book, masters, bank rec and WhatsApp capture for routine posting — with clear roles for owners, accountants and viewers.

Trust

Designed for a regulated profession

Technology should reduce risk for partners and finance leaders — not add another opaque layer.

Private by design

Client financial data is not used to train public models. Inference stays in your control path.

UK / EU residency

Built for UK GDPR expectations — records stored and processed in UK and EU regions.

Professional judgement first

VouchBooks flags and drafts. Sign-off, SARs and filing decisions remain with the qualified professional.

Defensible trails

Reviews, alerts and key actions are logged so month-end and inspections have a clear evidence path.

Pricing

Clear pricing that scales with your book

A platform fee, with a simple per-company rate as your portfolio grows. No surprise add-ons for core VAT and AI.

Essentials

Growing teams and small practices

£399/month
Start free trial
  • Up to 25 companies
  • 5 seats
  • Xero + QuickBooks
  • AI accountant (fair use)
  • VAT workbench
Most popular

Professional

Multi-client practices and finance teams

£299/mo + £22/company
Start free trial
  • Unlimited companies
  • 15 seats included
  • Xero + QuickBooks + Sage
  • Assurance alerts
  • HMRC MTD submission

Enterprise

Larger firms and groups

Custom
Contact sales
  • Everything in Professional
  • Unlimited seats
  • Dedicated onboarding
  • Security review
  • Custom terms

Bring AI CFO clarity to your UK books

Start a trial, connect your accounting package, and see portfolio, VAT and assurance in one place.