More clients, without the admin.
One connected system to replace the manual processes holding your accountancy practice back.
The admin, in numbers.
For small accountancy firms, a large share of the working week disappears into admin: client onboarding, chasing documents, keeping records up to date. Essential work, but it's time-consuming and it caps your revenue.
What if that admin ran through one system, so your team focuses on the work that drives profitability? Not typical practice management software, but one connected platform designed around your business, that takes on the repeatable steps and brings the rest to your team for approval.
of your team's time, proposal to payment. Most of it runs itself.
- Proposal from your price listA few clicks
- ID and AML checksClient-led
- Engagement letter signedSent automatically
- Direct debit or card set upBy your client
Website, practice app and client portal, all on Calceum
HMRC, Companies House, Didit, Stripe, GoCardless, FreeAgent, Xero, Gmail, Outlook, SMS, Cal.com, Facebook, Instagram and WhatsApp
The practices that win the next decade will automate the busywork and sell the hours back as advisory.
not hype.
The hours have to go somewhere better. We judge every workflow we take on by what your team can do with the time.
See how early access worksWorks with the tools your practice already uses.
One connected system for your practice.
Built from scratch as one connected system, Calceum combines practice management software with workflows that take on the routine steps, from onboarding a new client to chasing documents, and uses AI where it genuinely helps. Your team approves what matters.
It's not a patchwork of bolted-on tools. It's one place for your website, pipeline, clients, jobs, documents, filings and billing, all working from the same client record, so nothing is typed twice.
Three things changed.
Most practices haven't caught up yet.
Still running your practice on spreadsheets? Or frustrated by software that promised efficiency but left you juggling disconnected tools? Either way, if you're ready for a fresh start, here's why we rebuilt practice management from scratch, as one connected system that AI can build on.
AI crossed a threshold. Much more is possible.
AI’s ability to read documents, understand context and complete multi-step tasks without being directed has transformed the landscape in 2026.
The admin tasks that can feel overwhelming for a small firm are exactly the kind this generation of automation can now take on, with a person still signing off what matters.
Your software was built for a different era.
Times have changed. Humans don’t need to do all the thinking, but your current systems think you do. And simply bolting on AI features doesn’t change the underlying design.
The category is being rebuilt from scratch. And for small, more agile practices that can move quickly with AI, this creates real potential.
Capacity, not clients, caps growth.
Clients want more advice than most small practices have time to give. Taking routine admin off the team is how a practice makes room for it, without hiring ahead of growth.
From enquiry to invoice,
in one system.
Your website, pipeline, proposals, client portal and billing all work from one record, so a price or a client's details are entered once. Rolled out alongside your current process, one piece at a time.
Get early access
Your website, built from your practice.
Your services, plans, prices, team and offices come from the same settings you use in Calceum, published under your brand on your own domain. Change a plan price and the site rebuilds itself within minutes. We build it with you, with a new brand or the one you have, and host it on Calceum.
Enquiries and bookings land in your pipeline.
Enquiries from your website arrive as leads, with no copying out of an inbox. Prospects can build a quote on your pricing page and book a discovery call with the right person, and the plan they picked comes with the lead.
- £150 / monthYour websitePricing page
- £150 / monthPractice appProposal sent
- £150 / monthClient portalID verified, letter signed
- £150 / monthBillingDirect debit set up
One price, from proposal to invoice.
Proposals come from your own price list. Your client accepts, verifies their ID and signs the engagement letter in your branded portal, and the price they signed is the price that gets billed, by direct debit or card. Nobody re-types a number. Proposals and engagement letters can go by text as well as email, from your practice’s name, so they still reach clients whose inbox filters the email out.
The repeatable steps, taken off your team.
Document requests and reminders, Companies House filings and director ID checks, jobs and deadlines. Calceum takes on the repeatable steps and brings the rest to your team ready to approve. It connects to the tools you keep: FreeAgent or Xero, Gmail or Outlook, Stripe and GoCardless, HMRC and Companies House.
Confirmation statements, checked against the register and filed from Calceum.
Calceum reads each company from Companies House and compares it with your client record, so any difference is settled before anything is filed. Whatever is missing, from a director's personal code to the authentication code, is fixed on the line that names it. The job closes itself when Companies House accepts.
- Client records checked against the Companies House registerLive
- Confirmation statements prepared, approved and filed in CalceumLive
- Directors' identity verification filed with the statementLive
- Clients confirm their company details in your portalComing soon
Nothing reaches Companies House until an owner or director at your practice approves it.
Enquiries from social media, straight into your pipeline.
Connect your practice's own Facebook Page, Instagram account and WhatsApp Business number. Messages and lead-form enquiries arrive in the same pipeline as your website enquiries, with an owner and a next step, so nothing sits unread on someone's phone.
- Messages to your Facebook Page and Instagram become leadsLive
- Facebook lead-form enquiries become leadsReady
- WhatsApp Business, on your own numberReady to connect
- More lead generation toolsOn the roadmap
Built on Meta's business messaging APIs. Your Page, account and number stay yours.
Open banking, built into your practice.
We're adding open banking to Calceum through Finexer, an FCA-authorised payment institution. It's in progress, and early access practices help decide how it works.
Account information
Clients will connect their bank accounts once, so transactions flow into their records with no statements to chase.
Payment initiation
Clients will be able to pay by bank, straight from their account, without cards or direct debit forms.
A service you offer your clients
We are shaping how practices can offer open banking to their own clients, including as a service they charge for.
Open banking services are provided through Finexer Ltd (FCA Firm Reference Number 925695). Calceum Limited (FCA Firm Reference Number 1061520) is registered with the Financial Conduct Authority as its agent.
How early access works.
It starts with two conversations: a 30-minute discovery call, then a deeper session on how your practice runs. Your written proposal sets out the targets, the plan and one monthly retainer, then you decide.
A short call to get to know your practice: your clients, your team and how you work today. If Calceum isn’t the right fit, we’ll say so.
- Your practice and clients
- How you work today
- Whether Calceum is a fit
Early access is a collaboration.
You're not just an early customer. Early access practices help decide what Calceum becomes: the workflows we build, the priorities we set and the direction we take.
Direct roadmap influence
Your priorities help decide what we build next.
Optional focus groups
Join sessions with other early access practices, only if you want to.
AI advisory, built in
Hands-on guidance on where AI can improve how you run, built into your retainer, not a support desk.
Live with our launch practice.
Real work from the practice we launched with. The full case study, with measured numbers, publishes once we've measured them.
A whole practice, moved onto Calceum.
Thyme Tax runs on Calceum: a branded client-facing website, the practice app, and a client portal, all on its own domain. New clients go from enquiry to signed engagement letter through Calceum, and existing clients are moving across in stages, as the practice is ready.
- Branded site with lead capture
- Client portal & document collection
- Service tiers & online proposals
- Onboarding & billing workflows
New clients onboard through Calceum today. Existing clients move across in waves, when the practice says so.
- JulyDone:
- Website live on their own domain
- AugustDone:
- Client book loaded into Calceum
- SeptemberDone:
- Client portal on their own domain
- OctoberNowPlanned:
- Meta integration – Facebook, Instagram and WhatsApp
- NovemberPlanned:
- Making Tax Digital on HMRC’s live service
- DecemberPlanned:
- Bank feeds through open banking
“In total, about 10 mins to onboard from start to finish. Considerable time saver.”
soon
With measured numbers, once we have them.
Questions,
answered.
The things practice owners ask us first. Don't see yours? Book a 30-minute discovery call.
Calceum is designed for small accountancy practices. The platform is specifically designed to automate the daily tasks that can bury smaller firms in admin, leaving them with less time to carry out higher value advisory work.
Most practice management systems act as a central repository for information, but you still have to manage the work. Calceum is designed to take on the repeatable steps too: it sends the requests, chases what’s missing and prepares the next step for your team to approve.
Most of what Calceum does today is workflow automation rather than AI. Requests, reminders, proposals, engagement letters and billing run on clear rules, because that is the most reliable way to handle work like this. On top of that sits an AI layer, used where it genuinely helps. Close to release: a chat assistant that answers questions from a knowledge base built on HMRC guidance, and an MCP server so you can connect Calceum to your own AI assistant, such as Claude or ChatGPT. Beyond these, there is much more AI integration on our roadmap, to remove a lot of the remaining manual processes. Nothing statutory, and nothing that moves money, goes without a person signing it off.
Yes, that’s the starting point. Calceum connects to your bookkeeping software (FreeAgent and Xero), email (Gmail and Outlook), payments (Stripe and GoCardless), HMRC and Companies House, and works around how your practice already operates. It’s designed to replace the glue work between tools, not force a migration on day one.
Yes. Calceum publishes a website for your practice, on your own domain and under your brand. Your services, plans, prices, team and offices come from the same settings you use in the app, so there is no separate website to keep up to date: change a plan price and the site rebuilds itself within minutes. Enquiries arrive in your pipeline as leads, and prospects can price their plan and book a discovery call online. Calceum hosts the website as part of the service, because that is what connects it to the platform. We build it with you, with a new brand or your existing one, and both the build and the hosting are included in your retainer. Calceum’s name appears once, in the footer.
You can keep your brand, but the website itself runs on Calceum. Your services, prices and team come from your settings, and enquiries and bookings go straight into your pipeline, which only works when Calceum hosts the site. We rebuild it with your name, logo, colours and wording, on your own domain, so your clients see the practice they already know. Or, if you want a fresh start, we design a new brand with you. Either way, we scope it in the deep dive, and it is included in your retainer.
It depends on where your time goes today, which is what the discovery call and deep dive map out. We start with the highest volume admin, usually onboarding, document chasing and billing, and move new clients onto it first. Existing clients follow in stages, when you’re ready, so nothing changes for your team until the new way is clearly better.
Early access pricing reflects the partnership: you get hands-on onboarding done with us, direct influence on the roadmap, and pricing that recognises you’re shaping the product. Your retainer is set in your written proposal, after the discovery call and deep dive, so it fits how your practice runs.
No. Early access runs as a rolling monthly partnership, not a long lock-in. You’re free to stop if it isn’t working for your practice. We’d rather earn your business every month than tie you into a contract.
Yes, that’s the whole point of early access. You get direct influence on the roadmap and direct contact with our founder, so the workflows we build reflect how your practice actually runs. Early access practices shape what we build next.
Client data is encrypted in transit and at rest, stored in the UK, and handled in line with GDPR. Particularly sensitive identifiers, such as UTRs and HMRC credentials, are encrypted again at the application level.
MTD for Income Tax is being built into Calceum on HMRC’s official MTD APIs, and we expect production access by the end of October 2026. Once it is live, the quarterly cycle for your sole trader and landlord clients runs through the same platform as everything else. MTD is one workflow among many, not a separate product, and using it is optional: if your practice already files MTD with other software, you can keep it.
No. We start by understanding how your practice actually runs, in the discovery call and deep dive, and shape Calceum around that. Your team keeps the judgement calls and client relationships; the repeatable admin underneath is what changes.
Ready to get
the hours back?
Book a 30-minute discovery call. Tell us where your practice loses the most time, and we'll show you what Calceum could take off your team's plate.
