Who is alloc for?
alloc is being built for UK accounting practices that want a connected way to manage client work, books, compliance and the client experience.
THE ALLOC PLATFORM
The work connects. Your software should too.
alloc is a software platform in development for UK accounting practices. One shared client record connects the practice, the books, compliance and the client experience—with AI across the work.
Join early accessProduct in development. Explore the direction, help shape what comes next.
ONE PRACTICE
Bring the whole journey together.
A new client becomes an engagement. An engagement creates work. Source records support the books, and the books support accounts, tax and advice. alloc is being built around those connections.
The aim is a practice where information stays useful as it moves between people and services. Less repetition. Clearer handovers. A shared view of what comes next.
Run the practice
Client records, onboarding, deadlines, jobs, communications, time and fees. Explore practice management.
Connect the numbers
Source documents, bookkeeping, payroll, accounts production, tax and statutory work. Explore books and compliance.
Work with your clients
A planned client experience for collecting records, sharing requests, reviewing documents and giving approvals—connected to the work inside the practice.
SHARED CONTEXT
Enter once. Put it to work everywhere.
Separate tools can each do a job well. The difficult part is keeping the client, the evidence and the work aligned between them. alloc’s shared foundation is designed to carry that context across the platform.
One client picture
Keep the client’s people, entities, services and relevant history connected.
Work that moves with the facts
Connect changes in client information, records and obligations to the jobs and decisions they affect.
Evidence that stays with the work
Follow a proposed figure or decision back to the records that support it, through review and into the next stage.
AI ACROSS THE WORK
More context. More useful assistance.
Our vision goes beyond reading documents. Connected assistants and agents can help identify missing information, prepare draft work, find blockers and explain what needs attention across the practice.
The design keeps evidence, permissions and human approval alongside that assistance. See the AI and agentic workflow direction.
The platform is being built in stages. The feature overview distinguishes demonstrated capabilities from work awaiting rollout and planned development. Joining the waitlist does not create a live practice account.
YOUR QUESTIONS
A few things worth knowing.
Is alloc just a document capture tool?
No. Document capture is one part of a wider platform spanning practice management, onboarding, bookkeeping, payroll, accounts, tax, company secretarial, reporting, payments and client collaboration.
Can my practice start using the whole platform today?
The full platform is in development and is not generally available. Join the early-access waitlist for updates and opportunities to help shape the product.
Will I have to move everything at once?
Onboarding and migration arrangements have not been announced. We are exploring the practical needs of different practices before publishing a migration process.
THE WHOLE PRACTICE. ONE PLATFORM.
Be part of what comes next.
Join the early-access waitlist for alloc updates.