Automate your administration.
Web based client management, invoicing and automation software for accountants and bookkeepers.
Automated Records Requesting
Automatically chase records from your clients via email and SMS. Set up requests for VAT and accounts records on an interval of your choosing.
Self-generating Task List
AccountancyManager automatically builds a plan for your week based on deadlines and when you received records from the client. You can also rearrange and add items to your task list.
The timeline feature allows you to view records of client emails, SMS messages, telephone calls, meetings and changes to their information all in one place.
Companies House Integration
Autofill records based on Companies House details - saving time and reducing human error from manual data entry. Plus, you'll be automatically notified of any Companies House changes.
Missing Client Information
You can view all clients with incomplete information in one place, ensuring you are online as the agent or have the necessary codes for filing, well before the deadline.
Easily Chase Debtors
Along with a full invoicing system where you can email PDF invoices at the click of the button. You'll also be able to email debtor statements with the click of a button.
Onboard New Clients Quickly
Clients have their own online portal which enables quick and easy sign up. They can complete the registration process, sign your terms and pay registration fees by card.
SMS Text Messaging
Send and receive text messages within the system, all without ever touching your mobile phone. Messages will be viewable in the client timeline.
1 UserGet Started
30 Day Free Trial
No Credit Card Required
* Pay just £14 for LIFE when you sign up before 31st October. Pricing increases back to £29 for new signups after 31st October.
Per Staff UserGet Started
30 Day Free Trial
No Credit Card Required
* Pay just £29 for LIFE when you sign up before 31st October. Pricing increases back to £39 for new signups after 31st October.
AccountancyManager will handle the importing of clients, so you'll have no headaches getting your client information onto the system. Support is also on hand via telephone and email.
Secure & Backed Up
There is no need to install any software, everything is securely managed through your web browser. Your entire data set is backed up multiple times per day.
What Our Customers Say
Assurance Accountancy Ltd
We only discovered AccountancyManager a week ago and already it has become the most fundamental part of our business. Internally we refer to it as the “Control Centre” of our operations.
The user interface and the ease of use of AM is what enticed us to adopt and the communication functions to clients and internal staff are really excellent.
What’s more exciting is that the development team seem like they’ve only just started on this journey – so, I for one, am really excited to see how many levels AM will be taking our Practice efficiency forward.
Additionally, the support we’ve received from the AM team has been fantastic and they readily take on board our suggestions.
Bloodwood Accounting Ltd
I'm moving to AccountancyManager for several reasons. It's got a lovely clean interface that allows me to very simply manage all my core client data and critical client tasks. It's extremely reasonably priced. It's got great flexibility about how I manage my practice.
And they're a new fresh team, very approachable, very helpful, and keen to respond to input from accountants to develop it further.
AIM GB Ltd
I attended AccountancyMangers' presentation and found the software to be straightforward and affordable.
The features will certainly considerably reduce the time spent on administration due to the automation.
Amanda Thompson AICB
AccountancyManager gives me superb time management control which aids invoicing for my time, the task list is extremely useful and regular notifications mean that deadlines are managed making my weeks far less stressful.
It is user friendly, looks fantastic and I would be lost without it.
Jupiter IX Limited
AccountancyManager is a very intuitive a well featured Cloud software PM system that is easy to use and provides much time saving information. I am very happy with it.
Software Excellence Awards
The Software Excellence Awards (presented by AccountingWEB) are due to take place alongside the Practice Excellence Awards at The Brewery in London on 19 October.
There were over 30 companies that entered the 'Practice Management' category, of those, 5 companies were shortlisted. AccountancyManager is among the 5 shortlisted and will be judged by Duane Jackson, John Stokdyk, Sharon Pocock, Seth Fineberg, Stephen Paul and Chris Downing.