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 Companies House & HMRC 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 Xero or QuickBooks.
7
Then it just runs. Confirmation statements and company filings, fee-uplift reminders before each renewal, 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.
Built to work with Companies House, HMRC, Stripe, Xero, GoCardless and Microsoft 365.
The whole client journey
One platform, end to end.
Take them on, automatically
Acceptance triggers the whole take-on: client and contacts created, AML, an engagement letter to e-sign, HMRC agent authorisation (64-8) and direct debit, including the new Companies House identity checks.
Run the practice
Editable workflows, task templates and automatic staff allocation. Every Companies House and HMRC deadline tracked and refreshed daily, with reminders that chase themselves. File confirmation statements and company changes straight to Companies House, with timesheets built in.
Never miss a beat
Automatic fee-uplift warnings before each renewal, payment and records chasers that send themselves, and client health-check emails that keep everyone in the loop.
Get paid and grow
Recurring billing and invoicing that writes through to Xero or QuickBooks, clear reporting on fees and profitability, and marketing measurement that shows which advertising actually brings paying clients.
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.
Integrations
Plugs into the tools you already run on.
Companies House, HMRC, Xero, Stripe, GoCardless, Microsoft 365 and more. 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, AccountancyManager 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, HMRC, ECCTA, 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?
They’re part of the automated take-on: the moment a client accepts a proposal, FirmPulse sets off AML, the engagement letter for e-signature and the direct-debit mandate, with no rekeying.
How do I get started?
Request an invite. We onboard firms personally during the beta, so you get hands-on help setting up.