Will alloc include its own bookkeeping ledger?
Yes, an integrated bookkeeping ledger is part of the product roadmap. The direction includes reconciliation, sales and purchases, fixed assets, multi-currency and core reporting.
BOOKS & COMPLIANCE
Keep the story behind the numbers.
From source records to the books, accounts, tax and client advice. alloc’s connected platform is designed to keep the evidence and the work together at every stage.
Join early accessProduct in development. Explore the direction, help shape what comes next.
A CONNECTED FOUNDATION
Start with the source. Carry the context forward.
Bookkeeping is the foundation for much of a practice’s work. alloc is being built to connect the records that arrive from clients with the review, reconciliation and reporting that follow.
Collect and review
Bring source documents into the client’s work. Use AI-assisted extraction and categorisation with evidence available for human review.
Build the books
The planned ledger brings together purchases, sales, bank reconciliation, fixed assets and the accounting records behind each client.
Explain the position
The reporting direction connects those numbers to cash-flow views, scenarios and commentary that supports a better client conversation.
ONE CONTINUOUS WORKFLOW
From the books to the next obligation.
The platform roadmap spans the recurring and annual services of a UK accounting practice. Each area is designed around the same client context and supporting records.
VAT and Making Tax Digital
Obligations, records collection, quarterly review and pre-submission work, with filing subject to the required recognition.
Payroll and pensions
Planned bureau workflows, pay runs, approvals and submissions, connected to the client’s wider accounting records.
Accounts production and tax
Trial balances, working papers, draft accounts and tax computations, with a reviewable path back to the supporting figures.
Company secretarial
Company information, statutory registers and filing workflows alongside the practice’s client record and deadlines.
REVIEW WITH CONTEXT
See the work behind the result.
Our design keeps source evidence, accounting records and review decisions connected. AI can help prepare and check the work; accounting calculations follow defined rules, and the practitioner controls approvals.
For a year-end, the wider agentic vision is to gather the context, identify gaps, prepare draft work and bring the outstanding decisions back to your team. Explore the assistant and agent direction.
The full bookkeeping and compliance suite is in development. This page describes the product direction. Filing will become available only after the required HMRC recognition and Companies House access are in place.
YOUR QUESTIONS
A few things worth knowing.
Does alloc currently file returns with HMRC or Companies House?
No. Filing is planned and depends on the relevant recognition, access and implementation work. The website does not represent alloc as currently recognised for those filing services.
Will alloc connect to existing bookkeeping software?
Publishing reviewed work to Xero is on the roadmap. Live connection availability and any additional integrations will be confirmed as they are introduced.
How does document capture fit into the platform?
It is an entry point for source evidence. The broader aim is to carry that evidence through bookkeeping, review, compliance and reporting in the same connected client workflow.
THE WHOLE PRACTICE. ONE PLATFORM.
Be part of what comes next.
Join the early-access waitlist for alloc updates.