Better control.
You decide what reaches your client. Every gate, decision and change is in an audit trail you can download.
Accountancy, reengineered
Automate
the work.
Keep the
judgement.
Intelligent accountancy production.
Evidence behind the figures. People behind the decisions. Your practice in control.
Built by accountants. For accountants.
Work. Moving forward.
TodaySelf Assessment · 2025/26
JC
PreparedJamie CarterSA100 · Documents received
AL
ChallengedAlex LewisSA100 + SA105 · Property income
MS
Human reviewMorgan ShawSA100 · Evidence linked
Employment income£48,250.00
P60.pdf · Page 101Data complete
02Technical review
03Partner sign off
04Release
Source documents received and checked
↳ P60.pdf Source evidence linked
HUMAN ASSURANCE●
Ready for technical review
Automation prepares. People decide.✓
Decision recordedNamed reviewer · Timestamp · Evidence
Fictional data · Workflow illustration
Your practice. Your clients. Your control.Developed by the team behind AI Finance Partners
If you offshore work today
Keep the capacity.
Take back the control.
Offshore production gives a practice capacity, but it often costs it sight of how the work was done. The evidence sits somewhere else, and the same corrections come back year after year. theaifd is built for practices in exactly that position.
Typical offshore productionWith theaifd
How the work was doneHard to see after the eventEvery step recorded, with who and when
The evidenceRequested when questions ariseAttached to every figure, down to the page
ErrorsCorrected again next yearEach correction helps improve future preparation
ReleaseOften unclear who checked itA named, qualified person, stamped at release
Your clientYoursYours. Nothing is sent, filed or posted without your written request
Better accuracy.
Fixed rules block a result the evidence does not support. Unknowns become questions for a person, not guesses.
Work that develops.
Each correction helps improve future preparation. Tax rates are reviewed and updated following each Budget, with the rates used recorded against the calculation.
What changes for your practice
Quicker turnaround.
Receipts are chased by WhatsApp and matched as they arrive, and a missing receipts list builds itself each week. Preparation starts when the papers are complete, not when someone is free.
A more efficient practice.
Evidence sits with every figure, so review is checking, not searching. Open questions come to you together, and each client's deadlines are worked out from the record.
Up the value chain.
With production off your desk, your time goes on the tax planning and management advice that helps your clients run their businesses.
Not releasing control. Gaining assurance.
The manual layer, reconsidered
Less chasing.
More being an accountant.
From the first receipt to the final review, bring the work into one connected flow. Our platform and production team prepare. Your practice reviews, files and keeps the client relationship.
From a message to a proposed match
A receipt arrives.
The work moves on.
A client sends a photo by WhatsApp. The platform reads the receipt and proposes a match against a bank transaction. A person confirms it. Missing receipts become an organised list, rather than another loose end.
See the controls behind it ↗Your practice ●
We need a receipt for Screwfix, £84.20 on 03/10/2026.
Here you go.
SCREWFIX
03 OCT 2026
VAT £14.03
Total £84.20
09:41 ✓✓03 OCT 2026
VAT £14.03
Total £84.20
Receipt captured ↗
£84.20
Screwfix · 3 October · VAT £14.03Suggested bank match100 / 100
Amount 55Date 25Name 20
Waiting for human confirmation
Interactive illustration · Fictional data
From source documents to reviewed figures
Prepared. Challenged.
Ready for your judgement.
Source documents become structured figures with evidence attached. A second model challenges the preparation. Questions and tax treatments stay visible for a human reviewer. Your practice files using its own software.
Self Assessment · Jamie Carter
Evidence → Challenge → Review
P60 + property recordsRead and structured
Independent challengeFindings raised
Question for the reviewer
Confirm the treatment of a property expense before finalising.
Confirm the treatment of a property expense before finalising.
Four recorded human gates before release
Interactive illustration · Fictional data
A practice workspace that remembers
Keep the next step
in sight.
Client records, deadlines, onboarding, messages and approvals sit in one practice workspace. Routine requests follow defined rules. Draft replies and most reminders wait for approval, with automatic chases controlled by the workflow.
Practice operations
Today has a clear next step.
VAT deadline reminderAwaiting approval
Missing receipt requestReady to review
Client reply draftHuman sends
One connected client record
Messages, documents, deadlines and decisions.
Messages, documents, deadlines and decisions.
Interactive illustration · Fictional data
An answer is only as good as its evidence
Every figure.
A story you can follow.
Open the source. Understand the treatment. See what changed. Make a decision with the evidence in front of you.
Self Assessment computationEvidence linked
Jamie Carter · 2025/26 · Illustrative data
Employment income
Gross property income
Allowable property expenses
↳ P60.pdf · Page 1
Employment income read from the source document.Reading confidence: high · Original reading retained
Employment income read from the source document.Reading confidence: high · Original reading retained
Select a figure to trace its source
01
Trace the original.
Document, page, reading confidence and tax treatment travel with the figure. Corrections sit beside the original.
02
Challenge the preparation.
A second model challenges the figures without seeing the preparer's reasoning. Findings go to human review.
03
Make uncertainty visible.
Open questions stay visible. Where they could materially change a Self Assessment result, the calculation shows a range.
The blind challenge
A second opinion.
Without the first answer.
A second model checks the preparation without seeing the preparer's reasoning. Where it differs, the difference is shown, never hidden, and the year cannot be finalised until a person resolves it.
PreparationModel one
Employment income£48,250.00
Gross property income£18,000.00
Allowable property expenses£5,400.00
ChallengeModel two · reasoning unseen
Employment incomeAgrees
Gross property incomeAgrees
Allowable property expensesDiffers
!
Cannot be finalised yetOne invoice looks like an improvement, not a repair. A person must decide.
Interactive illustration · Fictional data
Our signature is a human decision
The machine prepares.
The accountant decides.
Four recorded human gates before production work is released. A name, a time and a decision at every step.
01 ↗
Data complete
Confirm the papers are ready and the preparation can move forward.
Human checkpoint
02 ↗
Technical review
Review the work and record how the challenger's findings were resolved.
Human checkpoint
03 ↗
Partner sign off
An authorised person takes responsibility for the prepared work.
Human checkpoint
04 ✓
Release
The practice receives the work and audit trail for its own review and filing.
Released · Sam Okafor · 16:20
For UK accountancy practices
Your name on the work.
Your hand on the wheel.
theaifd combines a purpose built platform with an accountancy production team at AI Finance Partners, a CIMA regulated firm. Preparation, questions and evidence stay in view the whole way through.
Start with one client, as a paid pilot with an agreed scope. Your practice sets its client fees, retains the relationship and decides what reaches the client.
Talk through a pilot in 15 minutes ↗Available through our production service
A practical place to start.
Receipts & bookkeepingCapture · Proposed matching
Self AssessmentPreparation · Review
Corporation taxComputation · Team production
Management accountsClose controls · Team packs
Today: a production service powered by our platform.
Self service software is a future direction.
HMRC filing and ledger posting remain with your practice.
Self service software is a future direction.
HMRC filing and ledger posting remain with your practice.
The partner promise
We don't take
your clients.
It is written into the Partner Agreement, not left to goodwill. We work behind your practice, under your name.
- Your clients stay yours. While we work together and for 12 months after, we do not offer services to, or accept work from, any client we worked on through your practice, unless you agree in writing.
- No going round each other. You do not go round us to the reviewers and suppliers we introduce, and we do not go round you.
- No poaching people. Neither side recruits the people who worked on the other's jobs, for the same 12 months.
- Our errors, our cost. Material errors on our side are corrected without charge.
- Easy to leave. Either side may end the agreement on 30 days' notice.
Clear answers
Questions worth asking.
Before you put your clients' work
in someone else's hands.
What is theaifd?
theaifd is the accounts production platform and service of AI Finance Partners Ltd, a UK firm of Chartered Management Accountants regulated by CIMA. It prepares receipts and bookkeeping, Self Assessment, corporation tax and management accounts work for accountancy practices, which review it and send it to their clients under their own name.
Is theaifd an alternative to offshore accounts production?
Yes. theaifd is built for UK practices that offshore production today and want the capacity without losing sight of the work. Every figure arrives with its evidence, a second model checks it, a named person releases it, and each correction you make becomes a permanent rule.
Will theaifd make our practice quicker?
theaifd shortens the parts of a job that usually wait. Receipts are chased by WhatsApp and matched as they arrive, a missing receipts list builds itself each week, preparation starts when the papers are complete, and review is checking rather than searching because the evidence sits with every figure.
How does theaifd help us offer more advisory work?
theaifd takes production off your desk, so your people can spend their time on the tax planning and management advice that helps your clients run their businesses, starting from work that already carries its evidence and workings.
Is this software or a production service?
Today, theaifd is a production service run on the theaifd platform. Your practice supplies the records through the portal, our platform and team prepare the work, and you review it. Self service software is a future direction.
Will you approach our clients?
No. While we work together and for 12 months after, AI Finance Partners does not offer services to, or accept work from, any client it worked on through your practice unless you agree in writing. It is written into the Partner Agreement.
Does theaifd file with HMRC?
No. theaifd prepares the figures and supporting work, and your practice reviews and files using its own software. The platform does not submit VAT returns, Self Assessment returns or accounts to HMRC or Companies House.
Can theaifd change our clients' Xero ledgers?
No. Xero connections are read only, receipt matches are proposals that a person confirms, and the platform does not post transactions or journals to client ledgers.
How is the AI preparation checked?
A second model challenges the figures without seeing the preparing model's reasoning, people review the findings, and four recorded human gates control release. If a challenge could not run, the work is labelled as not challenged for the reviewer.
Can clients send receipts through WhatsApp?
Yes. Photos and PDFs sent by WhatsApp become receipts. Unknown senders wait for a person to allocate them, and proposed matches wait for human confirmation. Client communication arrangements are agreed with your practice.
Can we start with a small pilot?
Yes, with one client. Paid pilots are scoped and priced per job on a fee schedule for your practice, and either side can end the agreement on 30 days' notice. Book a 15 minute call to discuss which work suits a pilot.
Is client data used to train models?
No. Client data is never sold and never used to train models. Preparation runs on Anthropic's commercial API, whose terms exclude training on customer content. You are the controller and AI Finance Partners is your processor under Article 28 of the UK GDPR.
What happens if released work is wrong?
If you record that released work needed a material change because of an error on our side, AI Finance Partners corrects it without charge.
Start with one client
Give your practice
its thinking time back.
A 15 minute call with Andrew Isaacs, managing partner. No presentation and no obligation. If it is not a fit, he will say so.