Run 20 client diagnostics.
£199/month.
Give every client a Financial Health Score, RAG-flagged KPIs and plain-English actions — in minutes per company. Built for practices that want to turn compliance into advisory.
Why accountants choose FinanceMOT
Built for the way your practice actually works.
Diagnose 20 clients from one dashboard
Upload a Trial Balance, get a full health score and pillar breakdown in under 2 minutes per client. Switch between companies in one click.
Turn compliance work into advisory
Move beyond P&L delivery. Hand clients a branded health report with specific actions, not just numbers — and create the conversation that leads to advisory retainers.
Scale without scaling headcount
One Portfolio seat covers 20 companies (£6/extra). No per-user fees, no setup calls, no training required — your team is productive on day one.
Every client gets the same dashboard
Score, KPIs, trends and smart insights — consistent across your whole portfolio.
Revenue
£482k
+12%
Gross Margin
42.3%
+2.1%
Current Ratio
1.2x
-0.3x
Debt Ratio
68%
+4%
What accountants are saying
From single-practice owners to multi-partner firms.
"I used to spend half a client meeting explaining what their numbers meant. Now I send them a FinanceMOT score before we speak. The conversation is completely different."
"Being a tax accountant, we are not geared to provide a full Management Accounts service to my clients. FinanceMOT reports add huge value to my clients' monthly reporting."
"I run diagnostics on 8 clients a month. What used to take a full morning now takes under an hour. The reports are client-ready out of the box."
"Three clients upgraded to advisory retainers within a month of me sharing their first FinanceMOT report. The score creates the conversation I was struggling to start."
"My clients are builders, retailers, restaurateurs. They've never understood a P&L. They understand 74 out of 100. It changes everything."
"Every accountant in my area offers the same service. FinanceMOT is the reason clients stay and refer. It's become our signature product."
One plan, your whole portfolio
Designed for practices managing multiple clients.
Portfolio
For accountants & multi-company owners
- 20 companies included
- +£6/month per extra company
- Unlimited monthly periods per company
- Smart insights (AI-generated) for every period
- Branded HTML health reports
- CSV / Excel imports (TB, P&L, Balance Sheet)
- Trend explorer & cash flow analysis
- Priority email support
No card required · Cancel anytime
Need fewer clients? See all plans →
Start your 14-day free trial
No card required. Set up your first client in under 5 minutes and see the score yourself.