Replaces
Replace eight tools.
Pay for one.
Most firms we speak to are paying for eight or more disconnected SaaS tools to run their practice. The Link consolidates them into a single platform built for UK accountancy — so you stop juggling logins, contracts and renewals.
One platformEight categories. One subscription.
Eight tools. One AI-first platform.
Each card lists tools we routinely see in firms' stacks today, and what The Link does instead.
Auto-entry & Bank OCR
replaces tools likeBank statement scanning, receipt capture, ledger pre-fill.
- AI bank statement extraction in seconds — no separate auto-entry licence
- Document scanner with OCR built into every client record
- Categorised, reviewed and ready for the ledger without context-switching
AML & KYC
replaces tools likeIdentity verification and anti-money-laundering checks.
- Real-time identity verification via CreditSafe from any client record
- Results return in seconds — start work the same day onboarding begins
- Renewal cadence and audit trail built in — no separate AML console
Company Secretarial
replaces tools likeStatutory registers, confirmation statements, officer changes.
- File confirmation statements and officer changes direct to Companies House
- Statutory registers maintained automatically against your client data
- No double-keying between the practice system and a separate co-sec tool
Proposals & Engagement
replaces tools likeEngagement letters, scope builders, proposal generation.
- Build professional proposals from your service catalogue in minutes
- Scope, fees and engagement letters generated together — one source of truth
- Signed proposals flow straight into the project workflow without re-keying
Payments & Credit Control
replaces tools likeDirect-debit collection, recurring billing, dunning.
- Set up direct-debit mandates and collect recurring fees via GoCardless
- Automated dunning and credit control without leaving the client record
- Fees, payments and aged debt visible alongside the work the client is paying for
e-Signatures
replaces tools likeEngagement letters, contracts and approvals signed digitally.
- Legally enforceable e-signatures embedded into approvals and engagements
- Multi-party signing flows with a full audit trail per document
- No per-envelope fees — sign as much as your practice needs
Management Reporting
replaces tools likeClient management accounts and KPI dashboards.
- Pull live data from QuickBooks and Xero into branded management packs
- Personalised client reports scheduled and delivered automatically
- One subscription covers reporting for every client on your books
Practice Management
replaces tools likeThe hub: jobs, tasks, deadlines, comms and team capacity.
- Every client, project, task and deadline in one workspace
- Real-time team capacity, job throughput and stage-by-stage cycle times
- Client comms, internal threads and approvals attached to the work itself
Indicative annual savings
Estimate the cost of your current stack.
Move the slider to your firm size and tick the categories you currently pay for. Numbers are drafted from public list prices for representative tools — actual costs vary.
Tools your firm currently pays for
The Link
One licence, all eight categories included.
Pricing is tiered to firm size and offered on a single-tenant basis where required. Talk to us for the tier that matches your headcount and the saving against your current stack.
Get your tier priceFigures are illustrative only, based on publicly available list prices for representative tools in each category. Most tools price per user, per client, per firm or per event with significant variation; admin-configured per-unit numbers normalise these into a directional guide. Use as a starting point for the conversation, not a quote.
See exactly how it would replace your stack.
Build a personalised deck around your priorities, or book a thirty-minute walkthrough with the founder.