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Summit Partners

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Xero

Diamond partner

Xero is a global small business platform that helps customers supercharge their business by bringing together the most important small business tools, including accounting, payroll, and payments. Its powerful features help customers automate routine tasks and gain timely insights. By connecting small businesses with their data, apps, and advisors, Xero enables them to focus on what matters most. Trusted by millions globally, Xero simplifies operations and improves life for the small business community worldwide.

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FreeAgent

Platinum partner

FreeAgent is award-winning UK-based accounting software used by over 200,000 small businesses, landlords and their accountants and bookkeepers. Easy for clients to use, with hassle-free expense tracking, invoicing, bank feeds and bulk reconciliation, FreeAgent provides all the functionality you and your clients need, including MTD-compliant VAT filing, Self Assessment, Final Accounts, Corporation Tax and more.

Our dedicated mobile app lets clients create invoices and record expenses on the go, and the Smart Capture feature extracts key data from receipts automatically. In addition, FreeAgent provides free training, a dedicated practice support team and advice to help you grow your practice.

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Adfin

Gold partner

Adfin is an all-in-one payments platform that automates collections, reconciliation and chasing, bringing credit control and cash flow management into one place. Accept payments by card, direct debit, open banking, Apple Pay, Google Pay and bank transfer, with built-in reminders, partial payments and flexible invoicing. Adfin’s Autopilot AI manages follow-ups automatically, while smarter direct debits retry at no cost and fall back to card when needed. Seamless integrations with Xero, QuickBooks and other tools make Adfin fit easily into existing workflows, helping teams save time, eliminate manual work and stay in control of cash flow.

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Outbooks

Silver partner

Outbooks partners with UK accounting/bookkeeping/auditing firms to deliver high-quality outsourced accounting, bookkeeping, auditing and payroll services. With over 15 years of experience and a team of 500+ finance professionals, we help practices enhance capacity, improve turnaround times, and reduce operating costs without compromising quality. Outbooks also offers Outbooks Proposal, a smart SaaS tool designed to create professional, scope-defined proposals and engagement letters in minutes. Trusted by 200+ UK firms, Outbooks is your reliable partner for scalable, efficient, and technology-led outsourcing.

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Xenon Connect

Silver partner

Trusted by over 800 bookkeeping & accounting firms, Xenon Connect is cloud software that automatically detects bookkeeping errors in Xero, Quickbooks Online, FreeAgent & Sage. An extra set of eyes for your team to ensure that they get to an accurate trial balance, faster. Connect. Take Control. Grow. LUCA 2024 Reporting & Analysis Software Winner.

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20:20 Innovation

Bronze partner

20:20 Innovation are world-class providers of CPD training and support for accountants and tax professionals. We deliver practical, accessible expertise through RossMartin.co.uk, offering in-depth tax resources trusted across the profession. Our services extend to compliance and audit support, technical guidance, and a full suite of tools designed to make practice management more efficient. In addition, we provide fully managed marketing solutions, including bespoke websites and professional social media services, helping firms attract and retain clients. With a forward-thinking approach, we combine technical excellence with practical innovation, supporting firms to stay compliant, competitive and future-ready in a changing profession.

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Deel Local Payroll

Bronze partner

Deel Local Payroll, powered by PaySpace, revolutionises payroll management. It offers online, multi-country payroll and HR management for businesses from start-ups through to enterprise in over 40 African countries, the United Kingdom, the Middle East, and Brazil.

Cloud-native, Deel Local Payroll, is scalable, configurable, highly secure, and easy-to-use—delivering anytime, anywhere access. It features payroll automation, self-service features, automatic legislation and feature updates, customised reporting, and more.

Since 2024, Deel Local Payroll has been part of Deel, operating as an independent subsidiary, serving its customers through the PaySpace platform.

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Hey Monika

Bronze partner

You've just qualified. You're looking for a job. You need experience to get the job… …but… You need the job to get experience. Right? Not anymore. Hey Monika provides an interactive learning experience that prepares bookkeepers and accountants for the challenges of real-world work. Meet AI ‘clients’ that behave like real ones. Practice with actual software like Xero and Dext. Interact with your clients, request the paperwork they've forgotten to share, and get support from Monika - your AI mentor - whenever you're stuck.

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IRIS

Bronze partner

As the ‘Official Supporter of Accountants and Bookkeepers’, we help accountancy professionals thrive and transform organisations. Our solutions are some of the most comprehensive, legally compliant, integrated software platforms on the market, used by over 24,000 accountancy small, medium and large firms such as Deloitte, Dunkley’s, Haines Watts and Ad Valorem, and finance teams in businesses including McLaren, ACCA and Tesco.

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StreemConnect

Bronze partner

StreemConnect is a secure open banking software that gives you easy access to client bank transactions and allows you to reconnect for them so you don’t have to chase for statements again! Our MTD tool “Streem Analyse” lets you code transactions, build profit & loss reports and “Streemline” bookkeeping all in one place to save hours on admin and keep clients MTD compliant with ease.

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Apron

Platinum partner

Still chasing receipts or sorting invoices manually? Built for business owners, accountants and bookkeepers, Apron brings payments, expenses, and payroll together in one connected platform, so you can spend less time untangling admin and more time on what matters. With Apron, receipts capture themselves. Snap or forward a photo, Apron auto-extracts the data, matches it to the right transaction, and syncs everything with your accounting software. No more lost paperwork or late-night data entry. Paying suppliers? Do it all at once. Apron lets you pay multiple bills in a few clicks, locally or internationally, with proper approval workflows and full audit trails that make reconciliation a breeze. Payroll and expenses are just as simple. Upload files, hit approve, and you’re done. Plus, issue team cards with spend limits that actually stick and automatic receipt capture built in. Save hours each week, reduce errors, and get full visibility across your finances.

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Intuit QuickBooks

Platinum partner

Intuit QuickBooks is committed to powering prosperity around the world for accountants, bookkeepers, self employed, and small to medium sized businesses. Our ecosystem of QuickBooks products drives efficiency through automation, integrated apps and award-winning customer care. We make it easy to manage everything in one place. Support your clients and boost your productivity with us.

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Bright Software Group

Gold partner

Power your entire practice with Bright. From Self Assessment to audits, payroll to corporation tax, AI-driven automation and intelligent workflows help you stay compliant, work smarter, and deliver an exceptional client experience. Our range of solutions supports MTD, ECCTA, and much more. Software crafted by people who truly care about your success.

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Ricoh

Silver partner

Visit the Ricoh stand to see how our ScanSnap scanners help bookkeepers to prepare for MTD and work more efficiently. We give bookkeepers the ability to scan directly to cloud accounts and expense systems, create CSV files and automate workflows even when clients bring all their paperwork in a plastic bag. Our ScanSnap scanners help you work smarter and make sure you can meet your clients MTD needs.

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Zoho

Silver partner

With 55+ apps in nearly every major business category, including sales, marketing, customer support, BI and analytics, accounting and back office operations, productivity and collaboration, Zoho Corporation is one of the world's most prolific software companies serving customers from small businesses to large corporations.

Privately held and profitable with over 15k employees, Zoho is headquartered in Chennai, India with European offices in The Netherlands, UK, France, Germany, Spain, and many others worldwide.

Zoho strictly respects user privacy and has no ad-revenue model. Over 100 million users globally use Zoho to run their businesses, including Zoho.

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Accountex

Bronze partner

The Accountex portfolio brings the global accounting community together. With events in London, Manchester, España, and Canada - plus the new FD Show, co-located with Accountex London - it connects thousands of accountants, bookkeepers, and finance professionals worldwide. Each event offers opportunities to explore the latest technologies, earn CPD hours, and gain insights from experts shaping the future of finance. Experience live demos, hands-on training, and practical knowledge to help you work smarter and stay ahead in a fast-evolving industry.

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EazyCapture

Bronze partner

EazyCapture is an intelligent automation tool built for bookkeepers and accountants. It captures, extracts, and validates key data from an invoice or receipt—such as supplier, VAT, totals, line items, and applies business context categorisation—directly from app photos, scans, PDFs, or emails. With integrations to QuickBooks, Xero, Sage, and soon FreeAgent, it supports VAT/MTD compliance, multi-currency, asset classification, prepayments, and deferred revenue. Smart flagging queries errors or ambiguous entries, reducing mistakes and saving review time. Designed by accounting experts, EazyCapture minimises manual data entry, improves accuracy, and frees professionals to focus on higher-value client work with speed and simplicity.

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HMRC

Bronze partner

HMRC, or HM Revenue and Customs, is the United Kingdom's tax authority responsible for collecting taxes and providing financial support. Its primary purpose is to collect money for public services and to help honest taxpayers get their tax right, while making it difficult for those who try to defraud the system.

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Penfold

Bronze partner

Want a workplace pension you and your clients will actually value?

Meet Penfold – the modern pension app and workplace platform that's helping over 100,000 people save for a comfortable retirement.

Here’s what you get:

· Zero set-up costs for you and your client’s business

· No on-going business fees

· A named account manager from day one

· Free salary sacrifice implementation

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XU Magazine

Bronze partner

XU is a global, independent Biweekly Newspaper and Quarterly Magazine aimed at the Bookkeeping, Accounting, and Fintech communities. Both publications are available FREE of charge on the XU Hub. The XU Hub is a daily source for your Fintech and Accounting ecosystem news. Most of our content is CPD certified meaning you earn FREE CPD whilst you read! Make sure you sign-up free of charge.

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Dext

Platinum partner

Dext, part of the IRIS Software Group, is the world’s leading provider of AI-powered bookkeeping automation. Since 2010, Dext has empowered accountants, bookkeepers, and businesses to thrive by eliminating the manual work that slows them down. Its advanced AI, trained on more than 1 billion receipts and invoices with 99.5% accuracy, streamlines the capture, coding, publishing, and reconciliation of financial data, giving professionals more time to add value and grow.

Trusted by over 12,000 accounting and bookkeeping firms and 700,000 businesses worldwide, Dext integrates seamlessly with all major accounting software and connects to more than 11,500 banks, suppliers, and marketplaces. As part of IRIS Software Group since 2024, Dext continues to innovate with its clients to deliver a more seamless, end-to-end accountancy workflow that enables smarter, more timely financial decisions.

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Sage

Platinum partner

At Sage, we transform the way people think and work, enabling their organisations to thrive. Every day, all around the world, over 11,000 colleagues and local networks of accountants and partners support and enable business builder success. Sage is the market leader for integrated accounting, payroll, and payment systems, supporting the ambition of the world’s entrepreneurs.

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Ask the Accountant

Silver partner

Ask the Bookkeeper is back for its second year, shining a spotlight on the incredible bookkeeping community within the Ask the Accountant Podcast Network. Dedicated to celebrating bookkeepers’ stories, insights, and achievements, the series gives them a platform to share their expertise and experiences. At events like the ICB Summit, our Pitstop Podcast invites attendees to step behind the mic for the first time — shouting out the amazing work they do, building confidence, and creating authentic social media content that showcases their impact in the industry.

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TaxPad Ltd

Silver partner

At Taxpad Ltd, we believe that managing statutory accounts and tax compliance should be straightforward and efficient. Our cloud-based platform is designed specifically for practice, providing all the tools you need to prepare and file returns for companies, partnerships, individuals, and trusts with ease. With over 80 years of combined experience in developing tax software, our founders, James Reeves and Paresh Patel, have created a powerful compliance platform that takes the complexity out of accounting and tax compliance.

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123 Sheets

Bronze partner

123 Sheets is a leader in Making Tax Digital software. We have been filing MTD submissions to HMRC since  2019. Over 33% of all Income Tax submissions for the October Ending 2024 quarter originated from our  platform. This highlights our reputation for offering user-friendly software that allows prepared quarterly  data to be submitted to HMRC in less than one minute upon arrival on our website.

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Chazy

Bronze partner

AI assistant for bookkeepers that automatically chases, collects and posts missing client documents.

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Fresh Financials

Bronze partner

Thinking about selling or retiring from your bookkeeping practice? We’re an experienced, values-led firm acquiring small to mid-sized practices across the UK. We offer fair valuations, flexible handovers, and a respectful transition for your clients and team. Whether you want a swift exit or a phased step-back, we tailor the deal to you. Meet us and other practice owners who have joined us, on stand 26 at the ICB Summit to have an informal chat and explore options about how we can help protect the legacy you’ve built.

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Hyphen Digital

Bronze partner

Are your clients getting the most out of Xero?

Hyphen Digital helps businesses using Xero work smarter by connecting it with the right ecosystem of apps. From project management & inventory management to payments and reporting, we design and implement tailored app stacks that streamline workflows and cut admin time.

As a Xero-exclusive consultancy, we know what works (and what doesn’t), so you can be confident your clients are getting the best possible setup.

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Retention Track

Bronze partner

Retention Track is a cloud-based platform for the construction industry that makes it simple to account for, track and recover retention money.

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Contact Us

Monday - Friday 9.00 am - 5.30 pm

+44 (0)20 7324 2784 

info@bookkeeperssummit.com

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