Weave

For accountancy practices

Turn client data into a practice-wide advantage.

Connect your accounting, CRM, banking, finance and operational data across all clients so you can report faster, identify opportunities and ask questions in plain English. No technical expertise required.

  • No credit card required
  • Set up in minutes
  • Cancel anytime
Start free trial for 30 daysSee how it works
Client accounting data from four clients flowing into Weave, with a practice overview of total clients, revenue, overdue invoices and gross margin

Connect your entire client ecosystem

  • Xero
  • QuickBooks
  • Sage
  • FreeAgent
  • Dext
  • HubSpot
  • Stripe
  • GoCardless
  • + More

The challenge

Client data is fragmented. Valuable insights get lost.

Spreadsheets, multiple logins and inconsistent data make it hard to get a clear view across your clients — and even harder to deliver consistent, high-value advisory services.

  1. 01

    Fragmented client systems

    Each client uses different tools, formats and processes across accounting, banking, CRM and more.

  2. 02

    Time-consuming reporting

    Hours spent pulling data, cleaning spreadsheets and building reports for multiple clients.

  3. 03

    Inconsistent reporting

    Hard to ensure a consistent view across all clients with different structures and data quality.

  4. 04

    Limited portfolio visibility

    Miss opportunities to spot risks, trends and growth potential across your entire client base.

The solution

One connected viewacross every client.

Weave brings all your client data together in one place, creating a unified view across your practice. Automate reporting, track performance, spot opportunities and get instant answers with AI — no technical expertise required.

Start free trial for 30 days
Weave All Clients view listing revenue, gross margin, overdue invoices and trend for each client

Weave AI

Ask questions acrossyour client portfolio.

Stop digging through spreadsheets. Ask questions about any client or your entire practice in plain English and get clear, accurate answers with charts and insights.

Weave AI Analyst suggesting questions such as which clients have overdue invoices and which are best placed for advisory opportunities

How it works

From disconnected tools to practice intelligence.

Get up and running in minutes with a simple, four-step process. No data engineering team required.

  1. 1

    Connect

    Link your clients' accounting, CRM, banking and operational tools.

  2. 2

    Combine

    Weave automatically brings the data together across all your clients.

  3. 3

    Ask

    Get instant answers in plain English with AI.

  4. 4

    Act

    Share insights, create reports and deliver greater value to your clients.

Use cases for accountancy practices

Deliver more valueto your clients.

From compliance to advisory, Weave helps you work smarter, unlock new opportunities and grow your practice.

  • Management reporting

    Automate client reporting and deliver consistent, professional reports.

  • Cashflow visibility

    Track cashflow trends across clients and spot risks early.

  • Debtor monitoring

    Identify clients with increasing overdue invoices.

  • Benchmarking

    Compare performance across similar clients and industries.

  • Advisory insights

    Find growth opportunities and provide data-led advice.

  • Portfolio performance

    Get a holistic view of your practice and track KPIs across all clients.

Why Weave for accountancy practices?

Bring together your client data and turn it into clear, actionable insights — so you can focus on what matters most: your clients.

  • Unified client data

    Combine client accounting, CRM, banking, payments and more in one place.

  • Faster reporting

    Create client-ready reports in minutes, not hours.

  • Cross-client insights

    Spot trends, risks and opportunities across your entire portfolio.

  • AI-powered questions

    Get instant answers in plain English about any client or your practice.

  • No spreadsheet wrangling

    Eliminate manual data collection and cleaning.

  • Better advisory conversations

    Easily identify opportunities and deliver data-led advice.

Insights that matter

Turn your client data intoactionable insights.

Get a clearer view of performance, identify opportunities and support better decisions with real-time insights across your clients.

Weave financial insights: client profitability by sector, overdue invoices by client and revenue growth trend

Your client data is in safe hands.

Transform your practice with Weave.

Join forward-thinking accountancy practices and turn client data into your competitive advantage.

Start free trial for 30 daysSee how it works
  • No credit card required
  • Quick and easy setup
  • Cancel anytime