The Link
Book a demo

Product

One platform, built inside a working accountancy firm.

The Link was not designed in a product workshop. Every part of it was built because a UK accountancy practice needed it that week. Here is what it covers.

The Link's kanban board showing jobs across colour-coded stages with assignees and due dates

Practice management

Jobs, stages, owners, capacity and time — the spine the rest of the firm hangs off.

7 capabilities
The Link's email inbox with AI classification badges showing sentiment, urgency and opportunity flags

Communications

Email, calls, meetings, internal chat and campaigns — all attached to the client they belong to.

8 capabilities
The Link's AML compliance report listing clients with their check status, findings and expiry

Compliance

HMRC, Companies House, AML and the audit trail that proves all three were done.

7 capabilities
The Link's analytics view with a drag-and-drop pivot builder over practice and financial data

Bookkeeping

Bank statements, receipts and supplier documents read by AI and pushed to the ledger — without a separate auto-entry licence.

7 capabilities
The Link's agreement builder, choosing a visual theme for a client-facing proposal

Proposals & engagement

Scoped proposals, engagement letters and e-signature — signed, countersigned and filed without leaving the platform.

7 capabilities
The Link's contract review report showing agreements per client with values, dates and overdue status

Billing & credit control

Direct Debit, recurring fees, payment links and a chase ladder that runs without anyone remembering to.

7 capabilities
Practice Intelligence in The Link, showing example plain-English questions you can ask about your practice data

Reporting & intelligence

Thirty named reports, a pivot builder, and an AI you can ask questions of in plain English.

7 capabilities
A client approval page in The Link on a phone, showing the document and approve or request-changes buttons

Client experience

What your clients actually touch — the portal, the app, and every page they land on to approve, sign or send you something.

8 capabilities

Connected to

Not a logo wall. Every one of these has a client, credential storage, error handling and, where the provider needs one, a job that keeps the connection alive and tells somebody when it dies.

  • Adfin
  • Cloudflare R2
  • Companies House IDV
  • Companies House Public Data API
  • Companies House REST Filing API
  • Companies House XML Gateway
  • Creditsafe
  • Daily.co
  • Dialora
  • Docparser
  • HMRC MTD
  • HMRC XML Gateway
  • Microsoft Outlook
  • Microsoft Teams
  • Mistral OCR
  • QuickBooks Online
  • RingCentral
  • SendGrid
  • VoodooSMS
  • Xero

Everything, in one list

58 capabilities across 8 modules. If you are looking for one specific thing, it is probably here — and if it is not, ask.

Practice management

  • Kanban workflow engine
  • Project type templates
  • Stage checklists and approvals
  • Stage time tracking and overdue escalation
  • Capacity heatmap and workload smoothingAI
  • Work roles, not job titles
  • Tasks, reminders and timeAI

Communications

  • Outlook email, synced both ways
  • Email Reply CaptureAI
  • AI triage on every emailAI
  • Calls, video and transcriptsAI
  • Tickets and client repliesAI
  • Internal chat that knows the client
  • Campaign sequencesAI
  • Calendar and meeting booking

Compliance

  • HMRC digital submissions
  • Companies House, four ways
  • AML and identity verification
  • Government ID extractionAI
  • Professional clearance
  • Risk register and renewal cadence
  • Compliance audit trail

Bookkeeping

  • Two-pass bank statement extractionAI
  • Balance-chain verificationAI
  • Batch upload and background processing
  • Duplicate detection and account mergingAI
  • Receipt and document capture with OCRAI
  • Ledger push to QuickBooks and Xero
  • Management accounts from the same dataAI

Proposals & engagement

  • Proposals built from your service catalogue
  • Optional items the client chooses
  • The engagement letter is the proposal
  • E-signature with a real audit trail
  • Direct Debit collected at signature
  • Signature requests for everything else
  • Prospects before they are clients

Billing & credit control

  • Direct Debit mandates
  • Recurring billing that follows the engagement
  • One-off payment links
  • Chase ladders that escalate on their own
  • Credit hold, with a name on it
  • Invoices raised in your own ledger
  • Profitability per client

Reporting & intelligence

  • Practice IntelligenceAI
  • Client IntelligenceAI
  • Thirty named reports
  • Build your own, and save it
  • Management accounts with a narrativeAI
  • Scheduled and delivered
  • The owner's morning briefingAI

Client experience

  • Client portal
  • iOS and Android app
  • Approve work in one tap
  • Sign anything, from anywhere
  • Answer bookkeeping queries in place
  • Onboarding and information requests
  • Upload folders that stay organised
  • Meetings clients book themselves

Which part of this is your problem?

Thirty minutes on your firm's actual work — or six questions and a deck put together around your answers.

Book a demoBuild your deck