Conversations

Your books are just a conversation. So that’s the whole product.

Most tools bury the chat in a corner. We made it first-class — one thread per thing that matters, organised the way an accountant already thinks.

Conversations list organised by type
The conversation menu, with actions to pin, mute, change type and export

Organised by what it’s about

Not one endless inbox. A thread for each thing.

Filter to Tax and you see only Tax. Every conversation is filed under the part of your business it belongs to — six clear types that keep related evidence together.

  • Tax

    VAT returns, self assessment, the “can I claim this?” questions — each its own thread.

  • Payroll

    What's due, to whom, and when. Every RTI run and PAYE payment has a home.

  • Company

    Confirmation statements, filings and the Companies House housekeeping.

  • Bookkeeping

    Receipts, invoices and the odd bank line — filed as you text them over.

  • VAT

    Every quarter's return, the reclaims, and the deadline it's counting down to.

  • General

    Everything else you'd normally save up for a phone call you never make.

An open conversation thread showing chat, details and files

Inside a thread

Open a thread, see everything.

A conversation isn’t just the chat. It’s the whole case file — the questions, the working, the paperwork and the actions — all in one place you can scroll back through.

  1. 01

    Chat

    The back-and-forth, in plain English. Ask at 11pm, get a straight answer.

  2. 02

    Details

    Type, dates, what it's due — the facts of the thread at a glance.

  3. 03

    Files

    Every receipt, invoice and PDF attached right where it belongs.

Your thread, your rules

You stay in charge of every conversation.

Pin the one with a deadline. Mute the one that’s ticking over. Move it to the right type, or take the whole thing with you. It’s a conversation you own, not a record you’re locked out of.

  • Edit conversation

    Rename it, or fix the title it guessed.

  • Change type

    Move a thread from General to Tax in a tap.

  • Pin conversation

    Keep the deadline that matters at the top.

  • Mark as unread

    Come back to it later without losing it.

  • Mute notifications

    Quiet a thread that's ticking over fine.

  • Export conversation

    Take the whole thread — chat and files — with you.

The conversation menu open, with pin, mute, change type, export and delete

Why a conversation

It’s a conversation, not a dashboard.

A dashboard

  • Charts you have to learn to read.
  • A number with no idea why it moved.
  • Questions you save up for a meeting.
  • Paperwork in one place, answers in another.

A conversation

  • Ask in plain English, any hour.
  • The answer, with the working attached.
  • One thread per topic, always up to date.
  • Chat, files and actions in the same place.

Start the conversation. Sterling keeps the thread.

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