Win the work
Capture every lead, track your pipeline, and build accurate quotes in minutes with a pricing-matrix wizard, or let AI draft them from your notes. Send branded proposals, with tiered options, that clients accept online.
Built for UK compliance
UK GDPR Hosted in the UK Built for UK practice Stripe payments
How FirmPulse works
Set your prices once. Quote and onboard in minutes.
Quoting takes hours and onboarding takes days, most of it retyping the same details into five tools that don’t talk to each other. FirmPulse turns the whole thing into one flow:
1
Set your pricing once. A short wizard turns your services and client mix into your own pricing matrix, so every quote is consistent and profitable.
2
Meet the client. Drop in your notes or call transcript and FirmPulse drafts the proposal for you, the right services at the right price.
3
Send the quote in minutes. Branded, with tiered options, accepted online with no login.
4
They sign, and the take-on begins. The client record is created, directors and PSCs pulled straight from Companies House, every service set up with statutory deadlines, tasks allocated to the right people.
5
AML and risk kick off automatically. ID checks are requested and risk assessed; once they pass, the engagement letter goes out for e-signature.
6
Billing sets itself up. The direct-debit mandate is requested, the first invoice raised and written straight to your bookkeeping software.
7
Then it just runs. Confirmation statements and company filings, fee uplifts that propose themselves and update the direct debit, deadlines refreshed daily from Companies House, all under your brand.
The hours of quoting and the days of take-on, gone. You move on to winning the next client.
Why FirmPulse
Everything your practice does, in one place.
Most firms run on a proposal tool, a separate practice manager, and yet more apps for AML, e-signing, direct debit and onboarding. None of them talk to each other, so everything gets rekeyed and things slip. FirmPulse replaces that fragmented stack with one connected platform that carries a client from first enquiry to ongoing compliance.
Live today with Companies House, Stripe, Xero and Microsoft 365, with HMRC and GoCardless next.
The whole client journey
One platform, end to end.
Take them on, automatically
Acceptance triggers the take-on: client and contacts created, every quoted service set up with its compliance dates, and AML identity checks including the new Companies House director verification. The engagement letter then goes out for e-signature. HMRC agent authorisation (64-8) and direct debit are coming next.
Run the practice
Editable workflows, task templates, automatic staff allocation and timesheets. Companies House deadlines tracked and refreshed daily from the register, with reminders that chase themselves. Filing confirmation statements and company changes straight to Companies House is coming next.
Never miss a beat
Automatic fee-uplift warnings before each renewal, with the direct debit updated the moment the new fee applies. Payment and records chasers that send themselves, and client health-check emails that keep everyone in the loop.
Get paid and grow
Invoice out of FirmPulse or straight out of your own bookkeeping software: it syncs both ways with Xero, QuickBooks, Sage and the other main platforms so nothing is entered twice. Live management information on fees, profitability and projected income, and marketing measurement that shows which advertising actually pays.
Your clients, your brand
A secure, firm-branded portal where clients see their documents and live deadlines, upload what you ask for, sign letters and message you, all under your name.
Automation
The admin does itself.
FirmPulse quietly does the work a practice manager used to chase people for. You stay in control; it does the legwork.
Staff tasks create themselves
Every service carries its own task templates. As each deadline approaches, the right tasks appear for the right people, with nothing set up by hand.
Fee uplifts on autopilot
FirmPulse warns you before each client’s renewal, proposes the uplift, and applies it when you approve, so fees never quietly stagnate.
Direct debits adjust themselves
When a fee changes, the collection amount updates itself. No new paperwork, and no asking the client to sign anything again.
Chasers send themselves
Records requests, payment reminders and client health-check emails go out on schedule, and stop the moment the client acts.
Invoicing and bookkeeping
Bill your way. FirmPulse fits how you already work.
Some firms want to invoice straight from their practice system. Others run everything from their bookkeeping software and never want to leave it. FirmPulse works both ways, in both directions.
FirmPulse
Invoices · fees · payments
Your bookkeeping
Xero · QuickBooks · Sage · FreeAgent
Invoice from FirmPulse
Raise an invoice in FirmPulse and it writes straight through to Xero, QuickBooks, Sage or FreeAgent, with no double entry.
Bill from your ledger
Prefer your bookkeeping software? Keep billing there and FirmPulse reads it back in, so fees, payments and the client record stay in step.
Card payments are built in today, with direct debit and open banking collection rolling out next, so recurring fees and day-one amounts get collected and reconciled without the chasing.
Management information
Know exactly how the practice is doing.
A live MI dashboard for the whole firm, without building a single spreadsheet. The numbers a partner actually wants:
- Recurring fees and one-off work, month by month
- Projected income for the year ahead, from the services you already run
- Profitability by client and by service, so you know where the margin really is
- Which marketing pays for itself, down to the individual advert
Practice performance
Fees billed · projected months shown lighter
Integrations
Plugs into the tools you already run on.
Companies House, Xero, Stripe and Microsoft 365 today, with HMRC and GoCardless next. FirmPulse automates the onboarding, billing and compliance chains that usually take a stack of Zapier zaps, with no middleware in the middle.
Companies House
HMRC
Xero
QuickBooks
Sage
FreeAgent
Stripe
GoCardless
Adfin
Microsoft 365
Google Workspace
Identity & AML checks
E-signature
SMS
Google Ads
Switching is simple
We move you across. You barely lift a finger.
Leaving your current software is the scary bit. We make it the easy bit.
Concierge migration
We bring your clients, services and data over from BrightManager or wherever you are now. Hand-held and done for you, with nothing dropped.
Support that answers
Real people who run a practice, not a ticket queue. Lines open until 9pm on weekdays, and around the clock through busy season.
Set up with you
We build your pricing matrix and workflows with you, so you are live and confident from day one, not left to work it out alone.
The difference
Built by accountants who’ve felt the pain.
We’ve sat through the January crunch, chased the same AML documents, and rekeyed the same client into five systems. FirmPulse is the tool we built to make that stop, not a guess at how a practice works.
Most practice software
- Built by software teams guessing at the workflow
- A suite of separate products you stitch together
- Per-user pricing, with AML, e-sign and proposals as paid add-ons
- Generic tooling, bent to fit a UK practice
FirmPulse
- Built by a working UK practice that lives it every day
- One platform that genuinely talks to itself, no bolt-ons
- One price, your whole team, everything included
- Made for UK practice: Companies House, ECCTA director verification, the lot
Proven in practice
We run a real accountancy firm on it, every day.
FirmPulse is shaped by a working UK practice: its clients, its deadlines, its day-to-day. Every feature has to earn its place in a live firm before it reaches you, so it fits how you actually work, instead of making you bend around generic software.
FirmPulse and Google Ads
Know which marketing actually pays.
Firms that advertise can connect their own Google Ads account. When a customer who arrived from a Google ad goes on to complete and pay for a service, FirmPulse records that outcome and uploads it as an offline conversion into the firm’s own Google Ads account, via the official Google Ads API, using the ad-click identifier captured at the start.
That’s the only thing FirmPulse does with Google Ads: it reports genuine, paid conversions (and, where a firm enables it, reads back their own campaign performance to show cost-per-result and return on ad spend). FirmPulse does not create or manage campaigns, set budgets, or act as an advertising agency. Every conversion is written into the firm’s own Google Ads account, which they own and control.
FirmPulse is not a Google product and is not endorsed by Google. “Google Ads” is a trademark of Google LLC. Use of the Google Ads API is subject to Google’s terms and policies.
Security and trust
Your data, protected.
FirmPulse is built for UK firms and the data they hold. Your information is hosted in the UK and encrypted in transit, and every firm’s data is strictly separated at the database level, so one firm can never see another’s. We act as a data processor on your behalf; the detail is in our Privacy Policy.
FAQ
Questions, answered.
Is FirmPulse available now?
FirmPulse is in private beta, onboarding firms by invitation. It’s a complete practice-management platform: proposals, automated take-on, AML and identity checks, billing and a client portal, all in one place. Request an invite and we’ll get you set up.
Who is FirmPulse for?
UK accountancy practices, from sole practitioners to multi-partner firms, who want one connected system instead of separate tools for proposals, onboarding, AML, e-signing and practice management.
How much does it cost?
Request an invite and we’ll walk you through pricing for your practice.
Is my data safe, and where is it stored?
Yes. Your data is hosted in the UK, encrypted in transit, and every firm’s data is strictly separated, so no firm can ever see another’s. We act as a data processor on your behalf; the detail is in our Privacy Policy.
Can I move over from BrightManager or another system?
Yes, that’s exactly who FirmPulse is built for. We help you bring your clients and data across as part of onboarding.
Does it handle the new Companies House identity checks?
Yes. Verify, our identity-verification module, runs statutory Companies House ID checks end to end, branded as your firm.
What about AML, engagement letters and direct debit?
AML and the engagement letter are part of the automated take-on: the moment a client accepts a proposal, FirmPulse sets off the AML checks and sends the engagement letter for e-signature, with no rekeying. Direct-debit collection through GoCardless is rolling out next.
Do I have to invoice out of FirmPulse?
No. FirmPulse fits whichever way your firm already bills. Raise invoices in FirmPulse and they sync to Xero, QuickBooks, Sage or FreeAgent, or keep billing from your bookkeeping software and FirmPulse reads them back in. Either way your fees, payments and client records stay in step.
How do I get started?
Request an invite. We onboard firms personally during the beta, so you get hands-on help setting up.