Know what needs attention
See client status, deadlines, assigned staff, readiness, risk, next action and exceptions from the Practice Control Centre.
- Practice Control Centre
- Client status
- Assigned staff
- Deadlines
- Readiness and blockers
Built for UK accounting practices and bookkeeping teams
Accounting Workflows That Get Clients Ready Before Your Team Starts
V-Tickd helps accounting practices automate recurring work, collect client records, chase missing information and identify what is ready for review without running the practice through spreadsheets, inboxes and WhatsApp.
Built for UK accounting practices and bookkeeping teams.
Practice Control Centre
Client readiness
18 clients
Ready for review
11 clients
Waiting on client
7 clients
Practice action
4 clients
Blocking exceptions
ACME Plumbing Ltd
August Bookkeeping
Requirements complete
Reconciliation current
0 blocking exceptions
Practice tasks complete
The monthly problem
Your Team Shouldn't Spend the Month Chasing Clients
Accounting teams lose capacity coordinating fragmented information across email, WhatsApp, spreadsheets, task lists, client portals and accounting systems. V-Tickd turns that coordination into a controlled workflow.
Have you sent the bank statements?
Are all the purchase invoices uploaded?
Which clients are actually ready?
Who still needs chasing?
Has reconciliation been completed?
Which MTD quarter needs attention?
Readiness journey
From "What Are We Waiting For?" to "Ready for Review"
V-Tickd manages the operational journey around the accounting work, from recurring work generation through client collection, reconciliation support, exceptions and review.
01
Recurring work created
02
Client requirements generated
03
Client notified
04
Documents and answers collected
05
Missing information chased
06
Bookkeeping reconciled
07
Exceptions surfaced
08
Readiness calculated
09
Accountant reviews
10
Work completed
11
Next period created
Product capabilities
Accounting Workflow Automation Built Around Real Practice Work
The product is grouped around operational outcomes rather than generic task management.
Stop manual client chasing
Turn scattered email, WhatsApp and spreadsheet follow-up into deadline-aware requests and reminders.
- Automated email reminders
- Consolidated requests
- One-click WhatsApp communication
- Partial-document collection
- Client finalisation
Collect client information properly
Give clients clear actions through a secure, mobile-friendly portal instead of long inbox threads.
- Document uploads
- Multiple-file uploads
- Questions and confirmations
- Uploaded-document history
- Collection complete confirmation
Monthly Bookkeeping
Turn recurring bookkeeping from a monthly chase into a controlled, repeatable workflow.
- Client-specific requirement packs
- Monthly work generation
- Document collection and chasing
- CSV transaction import
- Transaction-to-evidence reconciliation support
- Nova AI-assisted document understanding
- Missing-evidence exceptions
- Client clarification
- Readiness and four-eyes review
- Next-period roll-forward
MTD Preparation & Readiness
Track client applicability, quarterly obligations, information readiness, bookkeeping readiness, risk and internal review.
- MTD client profiles
- Income sources
- Local quarterly obligations
- Quarterly WorkInstances
- Bookkeeping to MTD readiness
- Deadline and risk status
- Exceptions and review
- Four-eyes approval
- MTD Control Centre reporting
V-Tickd currently manages preparation, readiness and internal workflow around MTD. Direct HMRC filing is not currently provided.
Automation marketplace
Automation That Fits the Work Your Practice Actually Does
Practices subscribe to V-Tickd Core and add workflow automations only to selected clients.
Available
Monthly BookkeepingMTD Preparation & Readiness
Roadmap
VATAnnual AccountsSelf AssessmentConfirmation Statement
Client portal
Make It Easy for Clients to Give You What You Need
Clients receive clear actions rather than long email chains: upload documents, answer questions, confirm information, complete signing actions where applicable and mark collection complete.
Upload documents
Upload multiple invoices and receipts
Answer questions
Confirm information
See outstanding requests
Mark document collection complete
Blocker-first readiness
Don't Just Track Tasks. Know When the Client Is Ready.
A long task list does not tell an accountant whether work can actually move forward. V-Tickd shows readiness, blockers and the next action.
Ready for review
Requirements complete, reconciliation current, 0 blocking exceptions, practice tasks complete
Waiting on client
3 documents outstanding
Practice action required
Reconciliation needs attention
Turn Uploaded Records Into Actionable Bookkeeping Work
V-Tickd can compare transaction data with supporting evidence and surface potential matches, missing evidence, unknown transactions, amount mismatches and client clarification requirements.
Deterministic matching comes first. Amazon Nova AI assists where useful. The accountant remains in control of confirmation and rejection.
Built for Practice Control, Not Just Task Lists
V-Tickd gives teams a repeatable operating model as the practice grows.
Staff assignment
Reviewer assignment
Four-eyes review
Reject and resubmit
Completion history
Audit events
Time tracking where appropriate
Practice-wide visibility
How it works
How V-Tickd Works
01
Set up your practice
Add or import clients, services and staff.
02
Choose the workflow
Enable Monthly Bookkeeping or MTD automation for the clients that need it.
03
V-Tickd runs the operational process
Work is generated, requirements are collected, missing information is chased and blockers are surfaced.
04
Your team works on what's ready
Accountants see the next action, review completed preparation and move work forward.
Practice management
Core Practice Management Without Overloading the Workflow
Core keeps the operating base organised while workflow automations handle the recurring client work.
ClientsContactsServicesRecurring workTasksRequirementsEvidenceStaffRoles and permissionsReportsCalendar visibilityAudit history
Differentiation
Traditional Task Management vs V-Tickd
V-Tickd is not positioned as generic project-management software. It focuses on client readiness and recurring accounting workflows.
Capability
Traditional task or practice tools
V-Tickd
Tracks tasks
Both
Both
Creates recurring client work
Varies by system
Yes
Collects client requirements
Often manual or separate
Yes
Tracks partial document collection
Often manual
Yes
Automates client chasing
Often limited
Yes
Surfaces blockers
Often task-list based
Yes
Calculates operational readiness
Often not explicit
Yes
Connects bookkeeping readiness to MTD workflow
Often separate
Yes
Supports four-eyes workflow
Varies by system
Yes
Creates next recurring period
Often manual setup
Yes
Pricing
Pricing That Scales With Your Practice
Pay for your practice once. Add automation only where you need it. Core manages the practice and client base; workflow licences can then be allocated to selected clients.
Core practice/client management
0-150 clients
GBP 2.50 per client/month
Minimum GBP 75/month
151-300 clients
GBP 2.25 per client/month
Volume rate
301-500 clients
GBP 2.00 per client/month
Volume rate
501+ clients
GBP 1.75 per client/month
Enterprise terms where required
Monthly Bookkeeping automation
Minimum 5 client licences.
5-9 clients
GBP 30.00/client/year
10-24 clients
GBP 28.50/client/year
25-49 clients
GBP 27.00/client/year
50-99 clients
GBP 25.50/client/year
100+ clients
GBP 24.00/client/year
MTD Preparation & Readiness pricing: contact us. Direct HMRC filing is not currently provided.
Trust
Security and Operating Signals
UK-based company
AWS cloud infrastructure
Secure client portal
Role-based access control
Tenant isolation
Audit history
Security-first architecture
FAQ
Frequently Asked Questions
What is V-Tickd?
V-Tickd is accounting practice workflow automation software for UK accountants and bookkeepers. It helps manage recurring work, client requirements, chasing, readiness and review.
Who is V-Tickd built for?
It is built for UK accountants, bookkeepers, small and medium accounting practices, practice owners, practice managers and outsourced bookkeeping teams.
Is V-Tickd accounting software?
No. V-Tickd manages the operational workflow around accounting work. It is not the underlying ledger or bookkeeping system.
Does V-Tickd replace Xero or QuickBooks?
No. V-Tickd manages the operational workflow around client work and accounting processes. It is designed to complement accounting platforms rather than replace the underlying ledger or accounting system.
How does V-Tickd reduce client chasing?
It creates clear client requirements, sends automated email reminders, supports one-click WhatsApp communication and shows which clients remain blocked.
Can clients upload multiple invoices and receipts?
Yes. Clients can upload multiple files against a request and confirm when document collection is complete.
What is Monthly Bookkeeping automation?
It is a workflow for recurring bookkeeping preparation, collection, chasing, reconciliation support, exceptions, readiness and review.
How does V-Tickd know when bookkeeping is ready for review?
It combines requirements, reconciliation status, exceptions and practice tasks into a readiness view so the team can see whether work can move forward.
How does V-Tickd help practices prepare for MTD?
It helps track client applicability, quarterly obligations, requirements, bookkeeping readiness, risk, exceptions and internal review.
Does V-Tickd submit MTD information directly to HMRC?
No. V-Tickd currently manages preparation, readiness and internal workflow around MTD. Direct HMRC filing is not currently provided.
Can I choose which clients use workflow automation?
Yes. Practices can subscribe to V-Tickd Core and add workflow automations to selected clients.
Can my team review work before it is completed?
Yes. V-Tickd supports staff assignment, reviewer assignment, four-eyes review and reject/resubmit workflows.
Is there a client portal?
Yes. Clients receive clear actions for uploads, answers, confirmations, signing actions where applicable and outstanding requests.
How is V-Tickd priced?
Core practice/client management is priced per client per month with a minimum monthly fee. Workflow automations are purchased separately and allocated to selected clients.
Spend Less Time Chasing. Create More Capacity.
See how V-Tickd can turn recurring bookkeeping and MTD preparation into a controlled workflow for your practice.