IndustriesProfessional servicesAccounting practice
DukeOS for accounting practices · AI operating systemCRM, ERP and AI agents in one system. From $49 a month per business. About DukeOS
Practice management software for accountantsRun the practice, not the spreadsheet.
DukeOS is the AI operating system for accounting practices: clients, recurring work, documents, invoices and WhatsApp in one app, with Duke, an AI assistant that prepares the work for your approval. Clients, engagements, deadlines and your own invoices in one place. Duke chases clients for their records and shows you which deadlines are close. DukeOS runs the practice; it isn't accounting software and keeps no ledger, so your clients' books stay where they are.
01Duke at your practice
Duke chases the paperwork before the deadline does.
It finds clients who still owe you their records, drafts reminders from your own templates and tells you which filing dates are close and who's preparing them. Your fees get invoiced and followed up; the bookkeeping stays in your accounting package.
Who decides
- Waits for your approvalIt prepares it and shows a one-line preview. Nothing changes until you approve.
- Just answersReading needs no approval, and it sees only what the person asking may see.
- Ready when you open the appInsights are made from your own numbers when you open the app.
- Checked every morningGoals are measured every morning, with a forecast.
A day with Duke
A Wednesday at a six-person accounting practice- Counted records received50 clients' records in by 20 Jan: 38 so far, on pace for 47.GoalsChecked every morning
- Had the practice read readyYou open the Dashboard: 9 filings due in 14 days, £3,480 of your fees overdue.InsightsReady when you open the app
- Answered who's preparing whatEmma has 6 self assessments due 31 Jan, 4 of them still awaiting records.Custom pagesJust answers
- Drafted 11 records remindersOne per client due 31 January, each from your Records reminder template.TemplatesWaits for your approval
- Drafted a reply to Moorside CaféThey asked when you need their receipts by. The answer waits for Raj.Help deskWaits for your approval
02The apps accounting practices use
Clients, engagements, deadlines and fees.
Clients and their companies sit in the CRM, engagements are quotes, deadlines are tasks and boards, and your fees are invoiced. The bookkeeping itself stays in your accounting package.
03In the app
A closer look.
Screens from our live demos, and what each part does for the business.
Deadlines
Filing dates you can't miss.
A deadlines page linked to each client: what's due, the date, who's preparing it and the status. An automation can create a task 30 days before each date.
Filing deadlinesCustom page
| Client | Filing | Due | Preparer | Status |
|---|---|---|---|---|
| Hart Joinery Ltd | Annual accounts | 31 Jan | Emma Ward | Awaiting records |
| Moorside Café | VAT return | 7 Nov | Raj Patel | In review |
| Ellis & Daughters | Self assessment | 31 Jan | Emma Ward | Awaiting records |
Engagements
Every engagement agreed as a quote.
Quote annual accounts, monthly bookkeeping or a tax return with your fees and tax. When the client accepts, it becomes an order so you know the work is agreed.
Year-end
Year-end work on a board.
A project for each busy season with columns like awaiting records, in preparation, in review, filed. Tasks per client with an owner and a due date.
Practice invoices
Your fees, invoiced and followed up.
Invoice your clients for your work, record their payments and see who owes what. Monthly fees can be split into instalments.
Pages Duke can build for you
Pages built for an accounting practice.
We build your pages during guided setup, or you ask Duke for them. For example:
04Related
Also for
The same apps, set up in the words of other businesses.
06Start free
Build your wholebusiness, free.
Free to build. Pay when you publish.
Start free
