Pie Practice Manager website

Stop turning clients away, start scaling.

The software and the staff for your whole practice, all in one Piece.

Stop paying for a stack of software. Pie Practice Manager does the lot, for free.

All the pieces in one place.

Pie Practice Manager does the jobs your practice spreads across staff, CRMs, inboxes, chat apps, bookkeeping software and email tools.

[ the pie engine ]

One engine runs your whole practice.

Every client, every bank line, every return, driven from one place.

Pie replaces all your software.

Your clients’ bank lines, receipts and messages come in. Pie’s AI accountant talks to your clients, chases their receipts, does the bookkeeping, finds the tax reliefs and sends the returns to HMRC and Companies House. Your entire practice, fully centralised and fully automated.

Savings calculator

See what Pie Practice Manager saves your practice.

Slide to your number of clients. Then change anything below to match how your practice works.

25 clients

Your practice could save£11,906a year
Software savings£5,531a year
Hours back319a year
Your clients save£3,600a year

Staff admin

The jobs Pie Practice Manager takes off your team. Time each one takes now, per client a month.

Saved a year£6,375

About 6.9 hours a week back for each person.

Your clients' software

Clients use the free Pie app instead of paying for bookkeeping software. Pick all the ones your clients use.

Software your clients use £18 a month
Your clients save a year£3,600

Software

Tools Pie Practice Manager does the job of. Untick any you'd keep.

Saved a year£4,606

Prices for 1 person, without VAT.

Time back

Hours your team gets back from the jobs ticked under staff admin.

That's 8.5 working weeks.

Hours back a year319

Tax software

Pick every tax and accounts package you pay for now.

Saved a year£925

Pick as many as you use. Rough figures: most of these quote on request, and prices grow with your client list.

Grow without hiring

The time you get back could look after more clients.

+13 more clients, same team

Extra fees a year£13,000
Get started

Estimates to help you compare, not a quote. Software prices are UK list prices without VAT, checked in October 2026. Dext, CCH and IRIS figures are rough because they quote on request. Staff cost is typical UK pay for an accounts assistant, with employer National Insurance and pension. Pie Practice Manager is free, so there's no subscription to take off.

Pie Practice Manager, for UK accountancy practices

Accountants, meet your AI team.

Pie Practice Manager codes your clients' bank lines, chases missing receipts and drafts VAT returns. Your team checks the work, then files.

Imports from XeroQuickBooksSageFreeAgent

Your AI team today
  • Bank lines codedDone
  • Receipts chasedSent
  • VAT return, Q3Ready to file
Client chaserReceipt received
TfL Travel Charge18 Oct, 08:42 · Contactless
−£8.90

Cost code

TravelSubsistence
Coded by AI96% sure
Match receipt
Approve
Pie Practice Manager2m ago

The VAT return for July to September is ready to file.

ReviewRemind me later

Works with the banks your clients use

21 UK banks connect through open banking with TrueLayer, from Barclays and HSBC to Monzo, Starling and Revolut.

Sound familiar?

Bank feeds, receipts, chasers and VAT, all in different places.

Gathering and chasing eats the week. Pie Practice Manager's AI team does that part in one place, so your people can get on with advice.

  • Every bank line gets a cost code, with how sure the AI is.
  • Clients get one plain request for what's missing, by email or WhatsApp.
  • Every month ties to the bank before anything is filed.
A business owner working at a desktop computer
212 bank lines to code212 bank lines coded
14 receipts missing14 receipts requested
VAT due in 9 daysVAT return ready to file

Your AI team. Switched on.

Five agents do the admin around the clock. Your people check the work and press go.

Sign up now. Start for free.

Workflows

From bank feed to ready to file.

Eight templates mix agent, team and client steps. Every one stops at ready to file, so a person always presses go. Scroll to run it.

VAT return

    All in one place

    Every piece, pointing the same way.

    Bank lines, receipts, chasers, VAT, payroll and year ends all line up in Pie Practice Manager.

    Move your mouse or tap

    Client chaser on WhatsApp

    It asks. Your client sends a photo. Pie matches it.

    The Client chaser messages clients on WhatsApp, reads the receipt they send and ties it to the right bank line. Nobody types anything in.

    Bank lineReceipt missing
    Screwfix18 Oct, 08:42
    −£86.40
    Merchant
    Screwfix
    Date
    18 Oct 2026
    Total
    £86.40
    VAT
    £14.40
    Cost code
    Tools and materials
    Coded by AI96% sure
    Receipts left to find14
    Reconciled

    Tax reliefs

    It spots the reliefs in everyday spending.

    Pie codes spending from the shops and services your clients already use. Its AI accountant checks 50 tax reliefs and allowances every week, and they update in real time when the government changes a rule or announces a new relief. So you don't have to keep track.

    Pie app screen: 4 tax reliefs added
    TrainlineClient meeting, Leeds
    −£64.20
    TravelAllowable

      AI accountant

      It finds money your clients are owed.

      Every week the AI accountant checks each client against 50 tax reliefs and allowances, then tells you what to claim.

      AI accountantExample practice with 400 clients
      Done. 6 reliefs to claim
      400 of 400 clients checked
      Found for clients£63,830

        What it could mean for your practice

        Back for your clients£63,830
        Fees for your practice£9,575

        An estimate scaled from the example above. Real amounts depend on your clients' circumstances.

        Example figures for illustration. Corporation Tax is 19% on profits up to £50,000 and 25% over £250,000, with marginal relief in between. The Annual Investment Allowance is £1 million a year, Employment Allowance is up to £10,500, and Marriage Allowance is worth up to £252 a year and can be backdated four years. Foreign tax refunds depend on the double taxation agreement with that country. Sources: gov.uk Corporation Tax rates, gov.uk Annual Investment Allowance, gov.uk Employment Allowance, gov.uk Marriage Allowance.

        Success stories

        Real money Tax Queen found for clients.

        Refunds, reliefs and allowances Tax Queen spots in your clients’ records, so your team can claim them.

        Examples to show the kind of money Tax Queen looks for. They aren’t real clients, and what anyone gets back depends on their circumstances.

        “It’s like hiring a team that never goes home.”

        Accountants on what changed when they moved their practice onto Pie Practice Manager

        Jack at his desk Example0:24
        Tax Queen found £39,000 of tax back for our clients in its first week.

        Jack DartyPartner, Darty & Co, Leeds
        Marcus sitting on a sofa Example0:21
        I cancelled six subscriptions and nobody on the team noticed.

        Marcus ReidDirector, Reid Tax, Bristol
        Sophie smiling Example0:22
        I’m a one-woman practice that works like a team of five.

        Sophie LaneSole practitioner, Brighton
        Joanna at her desk Example
        We’ve taken on 140 more clients without hiring anyone, and we save about £8,400 a year on software. But what our clients notice is Tax Queen. It found them over £63,000 in reliefs and refunds they didn’t know about. That’s the service I always wanted to give, and now we can.
        Joanna EllisFounder, Ellis & Partners, Manchester. 400 clients, 5 staff.
        £8,400saved a year on software
        +140clients, same team
        £63,000found for her clients

        Example testimonials to show what practices tell us. They aren’t real clients, and the voices are read out by your browser.

        Every income type, digitised.

        Your practice manager sees every client's income come in, get read and land in the right place in Pie Practice Manager. Pick an income type.

        An employed Pie client tending a plant in her shop
        Pie Practice Manager2m ago

        P60s for 12 employed clients have been read and saved to their records.

        ReviewRemind me later

        The Pie app

        It works where your clients work.

        Six things the Pie app does for your clients every day. All of it lands in Pie Practice Manager for you.

        Inside Pie Practice Manager

        One place for the whole practice.

        Real screens from Pie Practice Manager, with an example practice and made-up clients.

        Pie Practice Manager: client overview screenWhat Pie found, on one page
        Pie Practice Manager: bookkeeping screen1,834 bank lines coded
        Pie Practice Manager: insights and forecast screen£554k spend analysed
        Pie Practice Manager: ai team screen6 agents working
        Pie Practice Manager: year-end report screenYear-end report ready

        Getting started is easy as Pie.

        Five steps, and most of them Pie does for you.

        1

        Connect your previous software or upload last year's accounts

        Link Xero, QuickBooks or Sage in a couple of clicks, or upload your last accounts and Pie reads them in.

        Connect your software
        XeroConnected
        QuickBooksConnect
        SageConnect
        CSVSpreadsheetUpload
        2

        Import every client

        Pie brings in your clients, their details and their history. Nothing to retype.

        Importing from Xero
        0 of 400 clients
        Sarah BennettSole trader
        Mike OkaforLandlord
        Priya HartLimited company
        Tom DoyleSole trader
        Anna LewisEmployed + rental
        3

        Pie sets everything up

        Services, prices, deadlines and your AI team, set up for you in minutes.

        Setting up your practice
        Services and prices6 services added
        Deadlines1,284 dates for 400 clients
        AI team5 agents ready
        WhatsApp numberYour practice number is live
        Client invitesReady to send
        4

        Clients join on the app

        Each client gets an invite, connects their bank and checks their ID on their phone.

        wise.

        Wise wants you
        to join Pie

        Copy the code below and download the Pie app. Use the code when you sign up.

        Wise-AKE78 GET IT ONGoogle PlayDownload on theApp Store
        5

        Pie takes over the admin

        Bookkeeping, chasing, reliefs and returns run on their own. You review and approve.

        Today, done by Pie
        Today5 jobs done · 1 needs you
        80%
        Coded 212 bank linesBookkeeper · 2 min ago
        212lines
        Chased 18 receipts on WhatsAppReceipt chaser · 9 min ago
        18sent
        Found Marriage AllowanceReliefs finder · 21 min ago
        £1,260found
        VAT return ready for reviewVAT preparer · 1 hr ago
        Review
        Answered 6 client questionsClient inbox · 2 hrs ago
        6replies

        Prices

        Free for up to 10 clients. Then £6 a month per client.

        Pie Practice Manager is free for your first 10 clients, then £6 a month for each extra client. Set your firm's size and compare the real cost, software plus your team's time, with the UK's best-known practice management tools.

        Software plus your team's time on client adminTotal cost

          Each total adds the software to the time your team spends on client admin: 85 minutes per client a month at £19 an hour, the savings calculator's defaults. Pie's AI team does 75% of that admin; the other tools leave it all to your team. Software prices are list prices for annual billing, before VAT, from the 2026 UK practice management guide on bookkeepertools.uk, checked 26 October 2026. TaxDome and Pixie bill in US dollars, so their prices are converted. Karbon is its Team plan, TaxDome its Pro plan and AccountancyManager its Standard plan. Add-ons such as AML checks are not included. Pie pricing.

          Reviews

          People say Pie is quick, friendly and easy to use.

          Ratings and reviews of the Pie tax app, from the people who use it.

          A smiling Pie customer in a work jacket
          Pie2m ago

          Your quarterly update is ready to review.

          ReviewRemind me later

          Your new hire

          Available now
          Role
          AI team for UK accountancy practices
          Hours
          Every day, including the January rush
          Knows
          VAT returns, MTD updates, Self Assessment, payroll checks and year ends
          Works in
          Your clients' bank feeds, email and WhatsApp, with imports from Xero, QuickBooks, Sage and FreeAgent
          Never
          Files with HMRC or Companies House, or pays anyone
          Notice period
          None. Switch it on today.

          You stay in charge

          It prepares. You approve.

          Stops at ready to file

          Agents prepare returns and updates. A person on your team always submits.

          Preview, confirm, undo

          The Pie agent has 106 actions. Each one shows a preview, asks you to confirm and can be undone.

          Says how sure it is

          Every line it codes shows a confidence score, and it asks when it isn't sure.

          Access by role

          Nine role presets for partners, staff and clients, so people only see what they need.

          Making Tax Digital

          MTD for Income Tax has started.

          Sole traders and landlords join based on their qualifying income from self-employment and property. Pie Practice Manager prepares the quarterly updates and the final declaration.

          £50,000and over, from 6 April 2026
          £30,000and over, from 6 April 2027
          £20,000and over, from 6 April 2028

          People joining MTD each April

          HMRC estimate, based on 2023 to 2024 tax returns

          0400k800k1.2m 864,000 1,077,000 975,000 202620272028
          Sources: HMRC business population statistics and gov.uk MTD guidance.

          Built by the team behind the Pie tax app.

          Pie helps self-employed people and landlords across the UK with their tax. Pie Practice Manager brings the same plain English to the practices who look after them.

          A florist holding a bunch of flowers in her shop
          Pie's two founders on a London rooftop
          A Pie customer talking at home

          Early access

          Join the waitlist.

          We're letting practices in a few at a time. Leave your email and we'll tell you when your place is ready. No spam, and you can leave the list at any time.

          • First 10 clients free
          • Help moving your clients over
          • A say in what we build next
          How many clients?

          Pie Practice Manager, for UK accountancy practices

          Put your AI team to work this week.

          1. 1

            Create your practice

            Sign up as a practice. Pie can fill in your details from your Google Maps listing.

          2. 2

            Invite your clients

            They connect their bank and email from your invite link, in a few minutes.

          3. 3

            Review the work

            The AI team prepares everything. Your team checks it, approves it and files.