CUSTOMISER AI
CUSTOMISER AI
CUSTOMISER AI
The workspace accountants actually want to have
Built to run your firm like a service business, not a spreadsheet circus.
This is just a clickable demo; the full experience is more powerful, more complete,
and it's only in early access.
This is just a demo; the full experience is
more powerful, more complete,
and it's only in early access.
pillars
pillars
pillars
What modern accounting should feel like
Save hours every week
Let AI handle the paper chase. From collecting documents to nudging clients and filling in the blanks. Busywork disappears, and your team gets hours back.
Save hours every week
Let AI handle the paper chase. From collecting documents to nudging clients and filling in the blanks. Busywork disappears, and your team gets hours back.
Save hours every week
Let AI handle the paper chase. From collecting documents to nudging clients and filling in the blanks. Busywork disappears, and your team gets hours back.
Deliver a better client experience
No guessing, no chasing. Clients see live progress, get proactive updates, and always know what’s next. All without you lifting a finger.
Deliver a better client experience
No guessing, no chasing. Clients see live progress, get proactive updates, and always know what’s next. All without you lifting a finger.
Deliver a better client experience
No guessing, no chasing. Clients see live progress, get proactive updates, and always know what’s next. All without you lifting a finger.
Stay ahead of compliance
Deadlines? Tracked. Missing info? Flagged. You get a clear, automatic view of what’s done, what’s late, and what still needs attention. All in one place, always up to date.
Stay ahead of compliance
Deadlines? Tracked. Missing info? Flagged. You get a clear, automatic view of what’s done, what’s late, and what still needs attention. All in one place, always up to date.
Stay ahead of compliance
Deadlines? Tracked. Missing info? Flagged. You get a clear, automatic view of what’s done, what’s late, and what still needs attention. All in one place, always up to date.
CLIENT EXPERIENCE
CLIENT EXPERIENCE
CLIENT EXPERIENCE
Keep clients
in the loop
With branded portals, live timelines, and automatic updates, your clients know what’s needed and what’s next. No more inbox follow-ups or missed expectations.
3x increase in client satisfaction scores
70% fewer status emails
TEAM PERFORMANCE
TEAM PERFORMANCE
TEAM PERFORMANCE
Stop wasting hours on manual work
AI extracts data from bank statements, receipts and PDFs. It maps it to your templates, tags entries for approval and flags anything unusual.
127H
Monthly automation time savings
94.2%
Revenue forecasting accuracy
Your tools, finally talking to each other
Your tools, finally talking to each other
Your tools, talking to each other
Fit seamlessly
into your existing workflow
From Xero and Sage to Google Drive and Outlook, Customiser works alongside your firm’s favourite tools.
No migration drama, no workflow rebuild.
Breaking News
What accountants
are really saying
"The one main thing that I hate about accounting is how repetitive and boring it can be."
"I feel like with accountants we give a lot, but we're not given a lot."
"The admin side of my job has tripled since going remote."
"We missed a filing deadline last quarter because we couldn’t find the bank statement. That can’t happen again."
"Every client sends stuff in a different way. Email, WhatsApp, screenshots. It’s chaos."
"My firm still uses spreadsheets to manage tax return deadlines. It’s insane."
"You're not paid overtime... it'd be nice if on those rare occasions I could be compensated for my extra hours."
"I spend more time chasing files than actually doing accounting."
“Reclassifying other people’s mistakes despite having educated them already”
Breaking News
What accountants
are really saying
"The one main thing that I hate about accounting is how repetitive and boring it can be."
"I feel like with accountants we give a lot, but we're not given a lot."
"The admin side of my job has tripled since going remote."
"We missed a filing deadline last quarter because we couldn’t find the bank statement. That can’t happen again."
"Every client sends stuff in a different way. Email, WhatsApp, screenshots. It’s chaos."
"My firm still uses spreadsheets to manage tax return deadlines. It’s insane."
"You're not paid overtime... it'd be nice if on those rare occasions I could be compensated for my extra hours."
"I spend more time chasing files than actually doing accounting."
“Reclassifying other people’s mistakes despite having educated them already”
Breaking News
What accountants
are really saying
"The one main thing that I hate about accounting is how repetitive and boring it can be."
"I feel like with accountants we give a lot, but we're not given a lot."
"The admin side of my job has tripled since going remote."
"We missed a filing deadline last quarter because we couldn’t find the bank statement. That can’t happen again."
"Every client sends stuff in a different way. Email, WhatsApp, screenshots. It’s chaos."
"My firm still uses spreadsheets to manage tax return deadlines. It’s insane."
"You're not paid overtime... it'd be nice if on those rare occasions I could be compensated for my extra hours."
"I spend more time chasing files than actually doing accounting."
“Reclassifying other people’s mistakes despite having educated them already”
The Answer
The Answer
The Answer
Every frustration you saw above? Solved, right here.
Every frustration you saw above? Solved, right here.
Every frustration you saw above?
Solved, right here.
1
AI Assistant
Leverage AI to summarize meetings, draft communications, and provide insights, enhancing productivity.
2
Branded Client Portal
Offer clients a personalized dashboard to track progress, view documents, and communicate efficiently.
3
Integrated Communication Logs
Keep all emails, calls, and notes in one place, providing a complete history for each client.
1
AI Assistant
Leverage AI to summarize meetings, draft communications, and provide insights, enhancing productivity.
2
Branded Client Portal
Offer clients a personalized dashboard to track progress, view documents, and communicate efficiently.
3
Integrated Communication Logs
Keep all emails, calls, and notes in one place, providing a complete history for each client.
1
AI Assistant
Leverage AI to summarize meetings, draft communications, and provide insights, enhancing productivity.
2
Branded Client Portal
Offer clients a personalized dashboard to track progress, view documents, and communicate efficiently.
3
Integrated Communication Logs
Keep all emails, calls, and notes in one place, providing a complete history for each client.
FAQ
Frequently
asked questions
Explore our Frequently Asked Questions for short answers that provide clarity about our product.
What makes you different from a typical CRM?
Do I need to change how my firm works?
Is it just for big firms or teams?
Is this available outside the UK?
FAQ
Frequently asked questions
Explore our Frequently Asked Questions for short answers that provide clarity about our product.
What makes you different from a typical CRM?
Do I need to change how my firm works?
Is it just for big firms or teams?
Is this available outside the UK?
FAQ
Frequently asked questions
Explore our Frequently Asked Questions for short answers that provide clarity about our product.
What makes you different from a typical CRM?
Do I need to change how my firm works?
Is it just for big firms or teams?
Is this available outside the UK?
Customiser is currently in early access
Customiser is currently in early access
Customiser is currently in early access