Your entire practice. One intelligent workspace.
CRM, workflow, compliance, billing, client collaboration and AI — connected from first enquiry to final filing.
Everything around the client. Connected.
Stop switching between disconnected systems to work out what is happening.
Client 360
Relationships, contacts, services, communications, jobs, documents, deadlines and commercial information in one place.
Workflow
Recurring work, task templates, review stages, dependencies, SLAs and deadline-driven automation.
Compliance
AML/KYC, Companies House, evidence, reviews, exceptions and audit trails built into the practice flow.
Portal
Give clients one place for requests, documents, approvals, signatures, messages and invoices.
Billing & WIP
Connect proposals, engagements, recurring services, time, WIP, invoices and profitability.
Businevo AI
Ask questions against practice data, prepare actions and route consequential actions through approval.
Less fragmentation. More control.
Too many disconnected hand-offs
One connected operating layer
AI that can help run the practice — not just chat.
Ask what is at risk, prepare client chasers, summarise a relationship, identify workload pressure or prepare a proposal. Businevo keeps consequential actions behind permissions and approvals.
Built to grow from one practice to a SaaS platform.
Multi-tenant architecture, tenant-scoped records, roles, audit trail, provider-neutral identity and environment-based secrets form the foundation.
Tenant isolation
Each accounting firm has its own organisation boundary, users, clients, workflows and integrations.
Identity flexibility
Microsoft, Google, OIDC/SAML and local sign-in can sit behind the same Businevo identity layer.
Controlled automation
AI and automation actions can be reviewed, approved and audited before consequential activity occurs.
See what your practice could look like.
Businevo is being built from the ground up around real accounting-practice workflows.