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What is Ideagen Disclose?

Ideagen Disclose helps finance and audit teams keep every disclosure obligation covered without the spreadsheet chaos and manual checking. - Pre-built checklists for UK, international, US and Australian standards, plus ESG frameworks - Expert rules that tailor each checklist to your entity type - AI-generated responses and gap highlighting, with human review and approval of every output - Flagged questions and highlighted problem answers, so reviewers focus on the work that needs them - Reusable checklists across entities and simultaneous collaboration - Requirement libraries kept current by Ideagen as standards change - Financial and ESG disclosures in one workflow Built for accounting and audit firms, corporate finance teams, ESG and compliance consultancies and professional services networks. Disclose is part of the Ideagen compliance platform.

What is Accounts Draft?

Accounts Draft is an innovative online AI toolkit designed specifically for accountants, bookkeepers, and firms in the accounting sector. This platform boasts an array of features, such as converting PDF bank statements into Excel files, categorizing transactions into suitable accounting classifications, and efficiently generating trial balance data. Additionally, it allows users to extract information from invoices, compare draft accounts with prior year financials, and create audit working papers by selecting transactions and linking them to the corresponding supporting invoices. The platform also streamlines client operations by enabling the creation of onboarding packages that include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all pre-filled with information sourced from Companies House. Beyond these functionalities, the toolkit offers capabilities for preparing fee quotes, generating company-secretarial documents, and filling out HMRC 64-8 authorization forms. Users can download their outputs in a variety of formats, including spreadsheets, Word documents, and PDFs, which facilitates smooth integration into their current accounting workflows. By leveraging Accounts Draft, financial professionals can significantly boost their efficiency and precision in handling their responsibilities, ultimately leading to improved client service and satisfaction. This comprehensive suite of tools ensures that users remain competitive and well-equipped to navigate the complexities of modern accounting tasks.

Media

Media

No images available

Integrations Supported

EvalExpert

Integrations Supported

API Availability

API Availability

Pricing Information

$240 per year
Free Version

Pricing Information

£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Version

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Ideagen

Date Founded

1993

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/compliance/disclosure-management

Company Facts

Organization Name

Accounts Draft Limited

Date Founded

2025

Company Location

United Kingdom

Company Website

accountsdraft.com

Categories and Features

Accounting

Bank Reconciliation
CPA Firms
Nonprofits
Purchase Orders

Disclosure Management

Not specified

Categories and Features

Accounting

Not specified

AI Accounting

Not specified

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