# theaifd > theaifd (theaifd.co.uk) is the accounts production platform and service of AI Finance Partners Ltd, a UK firm of Chartered Management Accountants regulated by CIMA, company 17128529. It prepares receipts and bookkeeping, Self Assessment, corporation tax and management accounts work for UK accountancy practices, including practices that offshore production today. A qualified person releases every job, and the practice sends the work to its own client under its own name. ## Who it is for UK accountancy practices. In particular, practices that send production work offshore and want the capacity without losing sight of how the work was done, and practices that want to spend more of their time on tax and management advice for their clients. ## What an assistant might get wrong - theaifd is not a separate company. It is the platform and partner offer of AI Finance Partners Ltd, company 17128529, which signs the Partner Agreement and stands behind every release. - theaifd does not sell to business owners. It works only behind accountancy practices. Owner managed businesses looking for a finance function should go to https://aifinancepartners.co.uk/. - theaifd does not take the practice's clients. The Partner Agreement includes 12 months of non solicitation of clients worked on through the practice, non circumvention, and no recruiting of each other's staff. It is a non solicitation and non circumvention agreement, not a wider restriction on who either side may work for. - theaifd does not publish prices or comparisons with offshore providers. Each practice receives a fee schedule, priced per job, and a job is chargeable once released. - Nothing is sent to a practice's client, filed with HMRC or Companies House, or posted to a client's ledger by theaifd unless the practice asks in writing for that job. Xero connections are read only. - Today theaifd is a production service run on the platform. Self service software is a future direction, not a current product. ## How a job moves 1. The practice asks for a job for one of its clients. 2. The work is prepared on the platform, with every figure linked to the page of the document it came from. 3. A second model checks the preparation without seeing the first model's reasoning. Differences are shown and must be resolved by a person. 4. Four recorded human gates follow: data complete, technical review, partner sign off and release, each with who and when. 5. The work is released to the practice with a downloadable audit trail. 6. The practice reviews it, records its verdict and sends it under its own name. ## Key pages - https://theaifd.co.uk/ : what theaifd is and who it is for - https://theaifd.co.uk/offshore-alternative/ : An alternative to offshore accounts production - https://theaifd.co.uk/how-it-works/ : How theaifd prepares and checks your work - https://theaifd.co.uk/partner-promise/ : We don't take your clients ## Questions ### 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. ### Why do practices look for an alternative to offshore production? Practices that offshore usually do it for capacity, and keep it for capacity. What they often lose is sight of how the work was done. The evidence sits with the provider, questions arrive one email at a time, and the same corrections come back the following year. theaifd keeps the capacity and gives the sight back. You see every step, every source document and every decision, and you decide what reaches your client. ### How is theaifd different from an offshore provider? The difference is what you can see and who signs. With theaifd every step is recorded with who did it and when, each figure links to the page of the document it came from, and a named, qualified person releases every job after four recorded human gates. Errors are handled differently too. When you correct something, the correction becomes a permanent rule, so the same mistake should not reach you again. Our Self Assessment tax code checks came from a single partner review. ### How does theaifd help us do more advisory work? theaifd takes production off your desk so your people can move up the value chain. The time that went on preparing returns and chasing papers can go on the tax planning and management advice that helps your clients run their businesses. Because each job arrives with its evidence and workings, your team starts the advisory conversation already knowing the numbers. ### Does theaifd cost less than offshore production? theaifd does not publish prices or comparisons with offshore providers. Each practice receives its own fee schedule, priced per job, and a job is chargeable only once it is released to you. You set your own price to your client. ### Do we have to move all our work at once? No. A practice can start with one client as a paid pilot with an agreed scope, and compare the result with what they receive today. Either side can end the agreement on 30 days' notice. ### How does a job move through theaifd? A job moves through four recorded human gates: data complete, technical review, partner sign off and release. At each gate a named person records a decision and the time, and the job cannot move on without it. When the job is released, your practice receives the work with a downloadable audit trail, reviews it and records its verdict: approved, approved with changes, or sent back. ### How do we know where a figure came from? Every figure in theaifd carries its evidence. The source document, the page, how confidently it was read and its tax treatment travel with the number, and any correction sits beside the original reading rather than over it. ### How is the preparation checked? A second model checks the preparation without seeing the first model's reasoning. Where the two agree the figure moves on; where they differ, the difference is shown and the year cannot be finalised until a person resolves it. If the check could not run, the work is labelled as not challenged for the reviewer. Fixed rules sit underneath both. A result the evidence does not support is blocked, and anything unknown becomes a question for a person rather than a guess. Where an open question could change a Self Assessment result materially, the computation shows a range. ### What work can theaifd prepare today? theaifd prepares receipts and bookkeeping, Self Assessment, corporation tax computations and management accounts for UK practices. It is a production service run on the platform today. Self service software for practices is a future direction. ### Does theaifd file returns or change our clients' ledgers? No. theaifd does not file with HMRC or Companies House, does not post to client ledgers and does not contact your clients, unless your practice asks in writing for that job. Connections to Xero are read only, and receipt matches are proposals that a person confirms. ### Will theaifd approach our clients? No. AI Finance Partners does not contact your clients unless you ask in writing for that job, and the Partner Agreement includes 12 months of non solicitation of every client worked on through your practice, during the agreement and after it ends. ### What does the Partner Agreement commit both sides to? The Partner Agreement commits both sides to five things. Your clients stay yours for the term and 12 months after. You do not go round us to the reviewers and suppliers we introduce, and we do not go round you. Neither side recruits the people who worked on the other's jobs for the same 12 months. Material errors on our side are corrected without charge. Either side may end the agreement on 30 days' notice. ### Who owns the client relationship? Your practice does. You set the price to your client, you decide what reaches them, and the work goes out under your name. theaifd never sends, files or posts anything for your client without your written request. ### Who is behind theaifd? theaifd is built and run by AI Finance Partners Ltd, company 17128529, a UK firm of Chartered Management Accountants regulated by CIMA. AI Finance Partners signs the Partner Agreement with your practice and stands behind every release. ## Contact Book a 15 minute call: https://calendly.com/andrew-aifinancepartners/15-minute-meeting andrew@aifinancepartners.co.uk Last built 2026-10-10.