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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

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Connect

Instantly connect client data from Xero — with FreeAgent and more coming soon.

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Analyse

Client data is automatically scanned to flag advisory triggers.

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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.

AdvisoryGen
Xero
Freeagent
Quickbooks
Sage

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.

Insight

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.