ReconcileIQ proves the bank agrees to the books. CodeIQ codes, checks VAT, matches invoices and posts the transactions. LedgerIQ turns the finished ledger into analysis your clients can understand. One suite for the work your team repeats every month.
The highest-value software for a practice is not another isolated feature. It is the operating model: how a junior, reviewer, partner and client move from raw bank data to posted books and useful advice without losing control.
CSV, Excel, PDF statements, invoice images, receipts and eBay, Amazon or PayPal exports. The point is to absorb the mess before it reaches the reviewer.
ReconcileIQ compares bank and books, finds missing items, duplicates, timing differences and invoice-payment matches, then keeps the evidence visible.
The pipeline checks transfers, invoices, historical patterns, universal patterns, merchant categories, semantic similarity, user corrections and VAT before posting.
LedgerIQ reads the finished ledger and creates the ratio pack, variance story, anomaly flags, forecasts and board-ready PDF for the client conversation.
CodeIQ can run up to 10 client sessions in one browser. Each session keeps its own platform, uploaded files, progress, review status and posting results, so your team can load the next client while the current one processes in the background.
That matters because modern practice automation is less about replacing people and more about removing queues: waiting for imports, waiting for bank matching, waiting for account suggestions, waiting for the junior to finish the batch before the reviewer can start.
The strongest fit is a practice that wants standardisation: repeatable month-end production, visible evidence, learned coding corrections and better client conversations after the bookkeeping is done.
Match bank statement lines to accounting records, find gaps, handle invoice-payment reconciliation and export the working paper. Use direct sync when it helps, or upload files when the client sends the usual CSV/PDF bundle.
Every transaction carries the method behind the suggestion: transfer detection, invoice match, historical pattern, universal pattern, MCC, semantic match, user learning or VAT classification. Reviewers can approve, correct and teach the next run.
Upload the finished GL and produce P&L, balance sheet, cash flow, ratios, working-capital diagnostics, forecasts, anomalies and a PDF board pack. Every figure resolves back to formulas and ledger inputs.
Practice plans let you create client accounts with their own login, dashboard and monthly credits. Your practice owner's credits remain attached to the practice owner login, so budgets stay clean.
Low confidence rows, VAT exceptions, unmatched invoices and transfers can be surfaced for the person who should make the call.
When a reviewer corrects a row, the correction becomes a pattern for future sessions. The suite gets quieter as your practice teaches it.
LedgerIQ and RiQ turn the closed month into explanations: why margin moved, what cash conversion did, and which numbers deserve a call.
Every plan includes the full platform: ReconcileIQ, CodeIQ and LedgerIQ. The real differences are monthly credits, overage rate and how many client accounts your practice can provision.
Client accounts are not pooled-credit sub-accounts. They are separate accounts with their own login, dashboard and monthly credits. The practice plan governs how many client accounts can be provisioned.
No. It is the work engine underneath client bookkeeping, reconciliation and analysis. Use it alongside your existing CRM, deadlines, document portal and practice management stack.
Yes. CodeIQ supports posting to Xero, QuickBooks Online, Sage and Pandle. ReconcileIQ also works from CSV, Excel and PDF uploads where direct connection is not the best route.
The workflow is built for controlled review. You can approve clean rows quickly, but exceptions, low-confidence coding, VAT questions and invoice matches stay visible for judgement.
Bank rules are usually platform-specific and brittle. CodeIQ layers invoice matching, transfer detection, historical patterns, universal merchant patterns, semantic matching, user learning and VAT classification.
Yes. Practice tiers let you provision client accounts. Each one has its own login, dashboard and monthly credits, while the practice owner keeps their own credit allocation.
No. LedgerIQ applies recognised financial formulas to the client's own general ledger and shows the workings. It helps prepare the analysis and narrative; your practice remains responsible for advice.
Start with one client workflow. Load the statement, reconcile it, code it, post it, then run the LedgerIQ pack. If the reviewer trusts the evidence trail, roll it across the next ten.