A snapshot of your entire client pipeline.
Modules
Everything your firm needs, integrated.
Finance
Invoicing and payment chasing
Auto-generate invoices from timesheets and engagement letters, then let SME Pilot chase overdue payments with polite, escalating reminders until you get paid.
Clients
Client onboarding and CRM
Streamline intake forms, KYC checks, and engagement letters. Track every client from first enquiry through to ongoing service delivery in one place.
Speed
Built for power users
Keyboard shortcuts for every common task. Navigate clients, approve invoices, and triage emails without ever touching your mouse.
Integrations
Connect your existing tools
Seamless two-way sync with Xero, QuickBooks, Slack, Microsoft 365, Google Workspace, and dozens more tools your firm already uses.
Compliance
UK regulatory compliance
Automated filing deadline tracking, HMRC submission reminders, Companies House alerts, and AML check scheduling so nothing slips through the cracks.
More modules
Complete back office automation.
Communications
AI email triage
Incoming emails are automatically classified by urgency, matched to the relevant client, and queued with a suggested reply. You just review and send.
Integrations
Works with your stack
Connect the tools you already rely on. Two-way sync ensures your data stays consistent across every platform without manual re-entry.
People
HR essentials
Employment contracts, leave tracking, and team availability in one dashboard. Keep your small team organised without a dedicated HR department.
Insights
Reporting dashboards
Real-time metrics on revenue, utilisation, client health, and compliance status. See exactly how your firm is performing at a glance.
