Financial IQ,
built for visibility.
Our own bookkeeping software and live dashboard, replacing the patchwork of tools with one place built around your numbers.
So your numbers are something you can see, not something you wait for.
For years, the answers to the questions that matter most, your tax position, your real margins, how much you can safely take out, have sat scattered across bank feeds, bookkeeping software and spreadsheets. They existed, but you had to ask, and then wait. That isn't good enough for running a business.
So we built Financial IQ. It brings your bookkeeping and your live financial picture into one place, designed from the ground up around visibility. It also lets our accountants spend less time wrangling software and more time on the planning and advice that actually changes your outcome.
Everything in one place, built by us.
Financial IQ replaces the separate tools we've relied on until now, such as Xero and Dext, and brings everything together into a single system we own and control. One place for your records, and one place for the live picture they create.
Live tax position
Know where your tax stands today, not twelve months after the fact.
Real margins and cash
See your actual margins and cash position once everything is accounted for.
Extraction planning
Understand how much you can take from the business, and the most efficient way to do it.
Kept current, day to day.
Your bookkeeping is kept up to date for you, with routine work handled automatically and our chartered accountants adding the judgement that needs a human. Because it stays current rather than being caught up at year-end, the picture you see is the real one.
You'll be invited to Financial IQ once your Nexus portal is set up. We'll connect your bank feed and bring your numbers up to date, then it simply stays live from there. Like Nexus, we're rolling it out one group of clients at a time over the next three months.
Ready to know your numbers?
Join 115+ companies who switched to accountants that actually show them their numbers. No hidden fees. No surprises. Just clarity.
ICAEW regulated · Fixed monthly fees · Clear annual agreement