Turn client data into advisory revenue
AdvisoryGen analyses Xero data and web presence to detect R&D tax relief opportunities automatically. More advisory detection tools are on the way, including capital allowances, VAT thresholds, and cashflow alerts.
Built for UK accounting firms. Data hosted in the UK, GDPR compliant.
Why AdvisoryGen
Reveal opportunities across your client portfolio
AdvisoryGen connects to Xero and continuously analyses client financial data and online presence to surface potential tax and advisory opportunities that can easily be overlooked. Firms receive clear, prioritised insights they can action quickly — without manually reviewing ledgers, transactions, or external sources.
How it Works
Connect
Securely connect selected Xero organisations in a few clicks. Access is read-only and all data stays within UK-based infrastructure.
Analyse
AdvisoryGen continuously reviews transaction data, nominal codes, spend patterns and web presence to flag potential tax and other advisory opportunities.
Advise
You get a clear, prioritised list of clients with opportunity summaries and talking points, ready to turn into advisory conversations.
Flagship Module
R&D Tax Relief Detection
Automatically identify which clients may qualify for R&D tax relief through AI-powered analysis of their business activities and expenditure.
Business Activity Scan
Analyses SIC codes and company websites to identify potential R&D qualifying activities.
Expense Categorisation
Categorises invoices and bank spend into HMRC-defined R&D cost buckets automatically.
AI Recommendations
Generates actionable recommendations, ready for client conversations.
Want to see it in action? Book a quick demo
Development Roadmap
We're constantly expanding AdvisoryGen's capabilities. Here's what's coming next.
Capital Allowances Detection
Identify missed capital allowance opportunities including misclassified equipment, AIA optimisation, and vehicle allowances that could reduce your clients' tax bills.
VAT & Audit Threshold Monitoring
Proactive alerts when clients are approaching VAT registration thresholds or audit requirements, giving you time to advise on the implications and plan accordingly.
Cashflow Trend Analysis
Spot patterns in client cashflow to identify potential issues before they become problems, and surface opportunities for advisory conversations around financial planning.
Overdrawn Director Loan Accounts
Automatic detection of overdrawn DLA positions with S455 tax implications, helping you advise clients before year-end on repayment strategies.
Expanded Integrations
Beyond Xero, we're adding support for QuickBooks, FreeAgent, and Sage — so you can use AdvisoryGen across your entire client base regardless of their accounting software.
AI-Generated Client Proposals
Once an opportunity is detected, automatically generate professional proposal documents to send to clients, turning insights into actionable advisory engagements.
Security & Trust
Built for accountants who take security seriously
Your clients trust you with sensitive financial data. We've built AdvisoryGen with the same rigorous standards you hold yourself to.
UK Data Residency
All client data is processed and stored exclusively within UK-based infrastructure. Your data never leaves the country.
ICO Registered
We're registered with the Information Commissioner's Office, ensuring accountability and transparency in data handling.
GDPR Compliant
Full compliance with UK GDPR requirements. We only collect what's necessary and you stay in control of your data.
Read-Only Access
Xero connections use secure OAuth with read-only permissions. We can view data to analyse it, but can never modify your clients' accounts.
Secure OAuth connection with
Join the Free Pilot
AdvisoryGen is free during the pilot phase. Connect your Xero clients, explore the insights, and help shape the product with your feedback.
No credit card required · Takes less than 2 minutes to connect