Built for the practice, not just the client.
Most accounting software is designed for one business looking after its own books. Velari is designed for the firm doing the books of dozens or hundreds of them.
Every client, every year
Move between clients and financial years without opening separate files. Each client has a dashboard of what's outstanding, so nothing waits unnoticed.
Firm-wide VAT codes
One list of VAT codes for the whole firm, managed by your administrators, instead of a fresh set in every client file each quarter.
Deadlines and compliance
Companies House accounts and confirmation-statement deadlines, and anti-money-laundering review dates, appear as to-dos on each client.
Migration from legacy systems
We bring across several years of history from desktop accounting software: transactions, categories, traders and opening balances. Year-on-year comparisons work from the start.
The review workflow
AI agents take on preparation. Your team keeps the decisions and the sign-off.
- 1
Statements arrive
Bank statements are imported and matched against the books.
- 2
Agents prepare
Categories and VAT codes are suggested, missing items listed, and client emails drafted.
- 3
Your team reviews
Approve the routine items in bulk; look closely at the flagged and low-confidence ones.
- 4
Partner signs off
The VAT return or year-end accounts are checked, with every figure traceable and every change logged.
Who it's for
- UK accounting and bookkeeping practices looking after limited companies, sole traders and partnerships
- Firms still running client books in ageing desktop software, or in spreadsheets
- Teams who want to take on more clients without hiring for every one of them
Running a practice? Let's talk.
We are onboarding a small number of UK accounting firms for early access. Tell us about your practice and we will set up a walkthrough.