From onboarding to the first job
Client details, onboarding and AML belong with the jobs, responsibilities and deadlines they set up. Time and billing stay connected to the work your practice delivers.
Practice managementWHY ALLOC
What would your team start with tomorrow?
A file to prepare — or prepared work to review?
Follow a company year end through alloc: the records it gathers, the work it prepares and the decisions it brings back to your team. Then see what changes across the rest of your practice.
Illustrative example · Company year end
One client. A year end. Plenty of loose ends.
Imagine a small design studio. Most invoices are in, but a bank statement is missing and a new equipment purchase needs a closer look. The job is annual accounts and Corporation Tax. Here is how alloc is designed to take the preparation forward.
The missing statement gets followed up.
alloc keeps track of the records needed for the job, organises the invoices already received and requests the missing statement. Follow-ups run on the schedule your practice agrees, with the outstanding request kept alongside the job.
Your team can see what is missing and what has been requested, without maintaining a separate chase list.
The equipment purchase becomes a clear question.
As records arrive, alloc matches transactions to evidence and prepares reconciliations. The equipment invoice is brought forward with its source and a suggested treatment for your team to assess. Missing evidence and differences remain visible.
Your team has the context to make the decision, instead of first finding the invoice and reconstructing the transaction.
Reviewed figures carry into the year-end drafts.
Once the relevant figures and adjustments have been reviewed, alloc carries them into draft annual accounts, a Corporation Tax computation and a draft return. Supporting schedules and unresolved questions stay with the job.
The review starts with draft work, supporting evidence and open questions together. Your team checks the accounts and tax as a whole.
Your team takes the decisions to the client.
Your team resolves the remaining questions, agrees any changes and discusses the outcome with the client. Your practice controls the approvals and filing. Preparation has moved forward; professional judgement stays with you.
More of the conversation can be about what the figures mean and what the client should do next.
The difference is in where your team starts: with the file assembled and work prepared for review.
What happens while you are working on something else?
The studio uploads the missing statement after your office closes. Background processing can organise it and continue the preparation that depends on it. A separate question awaiting your team’s judgement stays open; it does not have to hold up unrelated work.
That is what working around the clock means: preparation continues as information arrives. Client reminders follow your agreed schedule, and anything that needs an answer or approval waits for it.
Across a portfolio, fewer manual follow-ups, file-building tasks and repeated entries mean less effort per client. Your existing team has more room for new work and client conversations, with less routine preparation competing for its time.
More capacity comes from taking work off the team’s hands, not asking the team to work faster.
A suggestion should come with something you can check.
Take that equipment invoice. A category on its own is not enough. Your team needs to see the document, understand the suggestion and decide whether the treatment is right.
In capture review, alloc brings the source document, suggested category and explanation together. Your team can accept or correct the suggestion, with a retained record of the human review. That is the basis of auditable AI: evidence alongside the work, and a decision you can trace.
Explore AI & agents- The source
- Inspect the document behind the suggestion.
- The reasoning
- Read the explanation and assess it against the evidence.
- The review
- Accept or correct it, with the human decision retained.
The next job should not start from scratch.
The year end is one example. The same client also has bookkeeping, tax deadlines, questions and a bill to pay. In a collection of separate tools, your team becomes responsible for carrying the context between them.
alloc brings those jobs into one product. The benefit is less re-keying, fewer handovers to supervise and a clearer experience for the client — across the whole relationship.
From sales to the books
Ecommerce sales, fees, refunds and payouts belong in the accounting workflow too. Your practice should not need another bridging subscription simply to get those records into the books.
Books & reconciliationFrom the books to compliance
Reviewed records provide the foundation for accounts, tax, VAT and MTD. Payroll, pensions, company secretarial work and reporting are part of the same wider product.
Accounts & complianceFrom a request to a client response
A portal and companion app give clients a place for documents, questions, approvals and updates. They can see their next step; your team spends less time explaining where to send things.
The client experienceOne complete product. One simple price.
A new service for a client should not mean another module to buy. One complete alloc plan includes the product without separate charges to unlock each module.
The aim is to reduce both the manual effort behind each client and the collection of software subscriptions your practice manages. We’ll make the price for your practice and what is included clear before you commit.
We'll help you make the move.
Early customers get free implementation and migration support.
We'll work with you to plan the move, set up your practice, check the data being brought across and help your team get started. We'll agree the scope and approach together before the move.
Fast answers. Proper follow-through.
Bring us your questions, issues and bugs. We'll respond quickly, work with you on the next step and keep you updated through to resolution.
If something takes longer to fix, we'll tell you what is happening and help you find a way forward. You should know who's helping and what happens next.
Tell us what your practice needs.
A workaround you repeat every week. A report clients keep asking for. A feature you currently need another tool to provide.
Tell us what would make the biggest difference to your practice. Your experience helps shape what we build and how it works.
Tell us what would helpBring us the work you want off your desk.
alloc is in early access. Join the waitlist for product and access updates.