One platform for all your admin

AI Email Triage

Connect Gmail or Outlook and AdminShield reads every incoming message, categorises and prioritises it, and drafts a reply for your review. You stay in control — nothing sends without your approval. Most users save one to two hours every day.

• Automatic categorisation and priority
• Draft replies in your tone
• Deliver from your own address
• Review-and-send, always in your control

Compliance Calendar

Every UK compliance deadline tracked in one place — VAT returns, PAYE RTI, Corporation Tax CT600, annual accounts and confirmation statements — with alerts well before anything falls due.

• VAT, PAYE RTI, CT600, accounts
• Confirmation statements
• Alerts before due dates
• Per-client tracking for practices

Document Generation

Generate 45 types of professional document — invoices, quotes, contracts, letters and more — in seconds, with your branding applied automatically. Export to PDF or Word, or send straight by email.

• 45 document types
• Your branding applied automatically
• PDF & Word export
• Send by Gmail directly

Multi-Client Dashboard

Accountants and VAs manage every client from a single dashboard, with per-client digest cards showing compliance status, deadlines and recent activity at a glance.

• Every client in one view
• Per-client digest cards
• Up to 120 clients (Firm)
• Shared documents per client

AI Assistant

An always-on assistant that knows your account, your deadlines and the platform. Ask it to draft a document, explain a filing requirement, or summarise what needs your attention today.

• Knows your account context
• Drafts and explains
• Surfaces what needs attention
• Available across the platform

Automations

Autopilot rules run your routine admin for you — compliance reminders, invoice chasing, cash-flow alerts, client onboarding packs and reporting — so the repetitive work happens without you lifting a finger.

• Compliance reminders
• Automatic invoice chasing
• Cash-flow alerts
• Onboarding packs & reporting

API & Developers

Connect AdminShield to your own systems with the public API. Generate API keys, automate document generation and pull data into your stack. Available on Scale, Accountant Pro and above, and VA Agency.

• Public API
• API key management
• Automate document generation
• Available on higher tiers

Companies House Data

Pull live company data straight from Companies House — registered details, officers and filing history — on every plan, and keep filing deadlines tracked automatically.

• Live company profiles
• Officers & filing history
• Automatic deadline tracking
• Included on every plan

Credits & AI Actions

Every plan includes a monthly allowance of AI credits, with credits pooled across clients on Accountant and VA tiers. Top up any time with packs that never expire.

• Monthly allowance per plan
• Pooled across clients (practices & VAs)
• Top-up packs never expire
• 100 / 500 / 2,000 credit packs