The all-in-one platform for UK accountancy firms. Clients, statutory deadlines, workflows, engagement letters, billing and a client portal — plus an AI email safety net so no client is ever left waiting.
Press play. We'll fly you into Xcentrix and onboard a real-world client, start to finish — no sign-up needed.
A quick, clickable walkthrough of the three things Xcentrix does best — no sign‑up. Click around; it's a sample practice.
Spreadsheets for deadlines. Inboxes for client chasing. One system for accounts, another for documents, a third for billing. Nothing talks to each other, and things slip through the cracks.
Emails buried in individual inboxes. No one knows what's been answered — until a client complains.
Documents, deadlines and notes spread across apps, drives and heads. Cover and handovers are painful.
Partners can't see what's due, what's overdue, or whether the work is actually getting done.
Xcentrix pulls your clients, work, documents, billing and communication into a single system — with a safety net running in the background so nothing gets missed.
This is the actual app — watch a new client go from first tab to engagement letter.
Every new client starts in Onboarding.
Stop stitching together spreadsheets, inboxes and standalone apps. Xcentrix brings your entire workflow under one roof.
An AI agent watches your team's inboxes and flags the moment a client email that genuinely needs a reply hasn't had one — logging every conversation to the client's record.
Statutory and internal deadlines, jobs and checklists — overdue, due and coming up, for the whole practice or a single client. The dashboard shows exactly what needs doing.
Fee proposals, engagement letters and schedules of service — generated, e‑signed and stored on the client record. Then recurring billing and invoicing, with margins worked out from your real staff costs.
Xero, Companies House and Microsoft 365 flow straight in, so your practice runs on live data. And your clients get their own branded portal for documents, approvals and messages.
Plus everything else a practice runs on — in the same place:
Client emails slip through the cracks in every firm — and it's the number-one complaint that loses clients. Xcentrix watches your team's inboxes and warns you the moment something genuinely needs a reply and hasn't had one.
Start your free trial, add your practice details and branding, and invite your team in minutes.
Import your client list, connect Xero, Companies House and Microsoft 365, and set your workflows.
Manage deadlines, billing and client comms from one dashboard — with the safety net running in the background.
Every plan includes the full platform. Pay for the size of your team. We're onboarding early‑access firms now — book a demo and we'll get you set up.
Early-access firms keep a founding rate for their first year, and we move you across from your current system at no charge. Month to month — leave whenever you like.
Xcentrix pulls in company data, accounts and email so your practice runs on live information — not copy-paste.
You're handling sensitive client and financial data. Xcentrix is built to keep every firm — and every client — completely separate and secure.
Every firm's data is completely walled off. No firm can ever see another's.
Data encrypted in transit and at rest, on secure UK-region infrastructure.
Data export, retention controls and deletion built in for compliance.
Owners, staff and clients each see exactly what they should — nothing more.
Most firms are up and running within a day — add your practice, invite your team, import your clients and connect your integrations. We help you along the way on the higher plans.
No. Xcentrix is your practice-management layer and connects to Xero, Companies House and Microsoft 365 — it pulls live data in, it doesn't replace your bookkeeping software.
It watches your team's inboxes and alerts you when a client email that genuinely needs a reply has been left unanswered — logging every conversation to the client's record. It's the safety net that stops clients slipping through the cracks.
Data is held on secure UK-region infrastructure, encrypted in transit and at rest. Every firm's data is completely isolated — no firm can ever see another's — and each client sees only their own information.
No lock-in. It's a monthly rolling subscription — upgrade, downgrade or cancel anytime. Annual billing is available at a discount.
A practical rollout plan for firms: who's in scope, what to collect, and how to phase clients on so the deadline doesn't become a wall of work.
Read the guide →The workflow changes that let a 400-client firm close faster with the same team.
Read →Most churn starts with one unanswered message. Here's the data, and the fix.
Read →Price by value, present it clearly, and stop under-charging on recurring work.
Read →Be one of the first UK firms on Xcentrix. Book a 20‑minute demo and we'll set you up on your own workflow — or request early access and we'll be in touch.