Instantly analyse client data to uncover hidden advisory opportunities — starting with R&D tax relief, capital allowances, and more. No manual file reviews.
How It Works
🔗
Connect
Instantly connect client data from Xero — with FreeAgent and more coming soon.
🧠
Analyse
Client data is automatically scanned to flag advisory triggers.
💡
Advise
Quickly identify revenue opportunities and open advisory conversations.
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Weekly Reports
Stay on top with simple weekly opportunity reports across your client base.
Advisory Triggers
We monitor client data and automatically surface advisory opportunities as soon as they appear.
💸 Tax Relief & Planning
Detect eligibility for R&D tax credits, capital allowances, and the Patent Box scheme.
📉 Profit & Loss Opportunities
Surface loss carryback potential, dividend planning insights, and underused tax strategies.
⚠️ Risk & Compliance Flags
Monitor for VAT threshold crossings, overdrawn directors’ loan accounts, and HMRC enquiry risks.
💼 Director Loans & Capital
Identify directors’ loan account issues early and flag capital structure concerns.
🧾 Cash & Transaction Insights
Spot early signs of cash stress and unusual patterns — without digging through the ledger.
🔎 Always-On Monitoring
Weekly scans of every client ensure nothing gets missed — and you never miss a chance to advise.
See Your Hidden Advisory Revenue
Use our quick estimator to see how much additional advisory revenue may be sitting inside your existing client base.
Estimated Annual Advisory Revenue: £50,000
(Estimate only — actual opportunities may be higher or lower depending on client mix.)
Why Accounting Firms Use AdvisoryGen
Unlock hidden advisory revenue inside your client data — without tedious file reviews or complex spreadsheets.
🔍 Instant Eligibility Checks
Automatically scan financial data to detect R&D tax credit eligibility, capital allowances, and more.
📈 Continuous Weekly Reports
Stay on top of every client. Weekly reports flag new opportunities as soon as they appear.
💡 Proactive Advisory Pipeline
Instantly flag clients ready for advisory — with AI-drafted proposals and clear talking points to start the conversation.
🧮 No Spreadsheets Required
Eliminate hours of manual review. AdvisoryGen handles the analysis so you don’t have to.
🔐 Fully Secure Integrations
Secure OAuth integrations with Xero and other platforms. No sensitive data ever leaves your control.
🚀 Built To Scale
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.
Get Early Access
Join the waitlist and be the first to use AdvisoryGen — turn your client data into advisory revenue automatically.