



Instantly analyse client data to uncover hidden advisory opportunities — starting with R&D tax relief, capital allowances, and more. No manual file reviews.
Instantly connect client data from Xero — with FreeAgent and more coming soon.
Client data is automatically scanned to flag advisory triggers.
Quickly identify revenue opportunities and open advisory conversations.
Stay on top with simple weekly opportunity reports across your client base.
We monitor client data and automatically surface advisory opportunities as soon as they appear.
Detect eligibility for R&D tax credits, capital allowances, and the Patent Box scheme.
Surface loss carryback potential, dividend planning insights, and underused tax strategies.
Monitor for VAT threshold crossings, overdrawn directors’ loan accounts, and HMRC enquiry risks.
Identify directors’ loan account issues early and flag capital structure concerns.
Spot early signs of cash stress and unusual patterns — without digging through the ledger.
Weekly scans of every client ensure nothing gets missed — and you never miss a chance to advise.
Use our quick estimator to see how much additional advisory revenue may be sitting inside your existing client base.
(Estimate only — actual opportunities may be higher or lower depending on client mix.)
Unlock hidden advisory revenue inside your client data — without tedious file reviews or complex spreadsheets.
Automatically scan financial data to detect R&D tax credit eligibility, capital allowances, and more.
Stay on top of every client. Weekly reports flag new opportunities as soon as they appear.
Instantly flag clients ready for advisory — with AI-drafted proposals and clear talking points to start the conversation.
Eliminate hours of manual review. AdvisoryGen handles the analysis so you don’t have to.
Secure OAuth integrations with Xero and other platforms. No sensitive data ever leaves your control.
From solo accountants to multi-office firms — AdvisoryGen grows alongside your advisory business.
A huge percentage of eligible UK businesses never claim valuable tax relief — simply because no one flagged the opportunity. AdvisoryGen helps accountants proactively identify these claims inside their client data.
Join the waitlist and be the first to use AdvisoryGen — turn your client data into advisory revenue automatically.