Company Performance Metrics
AdvisoryGen is a financial technology company that develops software-as-a-service for UK accounting firms. Its platform connects to accounting systems such as Xero using secure read-only OAuth and analyses transaction data, nominal codes, spending patterns, and client web presence. The software automatically highlights potential advisory work,
including research and development tax relief, VAT threshold monitoring, capital allowance opportunities, audit threshold monitoring, and cashflow trends. It also detects issues such as overdrawn director loan accounts and can generate client proposals based on identified opportunities. The service is delivered through a secure web dashboard, with all client data processed and stored within UK-based infrastructure under UK GDPR and ICO registration.
