Pecunia accounting practice software to keep your firm fully in control
Designed to ease the burden of compliance and workflow management so your team can spend less time chasing deadlines and more time serving clients.
Built to keep compliance moving
Keep onboarding, engagement letters, risk assessment and statutory reminders in one place.
What Is Pecunia Software
A practical operating system for accountancy firms that need control, compliance, and consistency.
Pecunia Software is an all-in-one practice management platform designed specifically for modern accountancy firms.
From the first client interaction, Pecunia simplifies onboarding with built-in letters of engagement, identity verification, and risk assessment.
Integrated task management gives you full visibility of work in progress, deadlines, and responsibilities so teams can operate efficiently.
Pecunia connects with Companies House and sends automated filing and VAT reminders to reduce missed deadlines and last-minute pressure.
Client Onboarding And Compliance Requirements
Structured onboarding for each client, from first details to filing deadlines.
- An easy step-by-step process to onboard each client
- Auto link with Companies House to select the correct client and filing deadline
- Issue engagement letters
- Perform client risk assessments
- Save risk assessment templates
- Automatic emails to Ltd company and VAT clients reminding them of filing deadlines
AML And Compliance
- An in-built library of AML resources for your guidance
- In-built training courses for staff completion
Task Management
- Allocate and monitor tasks to staff
- Re-allocate tasks when priorities shift
- Update progress on each task with clear visibility