One assistant, across everything.
SoleDirector AI can answer almost any question you'd typically ask your accountant. It can add transactions, create invoices, help you file your tax returns and a lot more.
SoleDirector AI
Ask about your books, Jane.
Your numbers are already loaded: transactions, categories, the lot. No need to paste anything.
iEach chat runs 7 turns · 165 of 200 prompts used · resets 1 Aug 2026
It follows you. Drag. Drop. Ask.
The genie floats over the Dashboard, Transactions and Invoices, and always knows which page you're on. Click it to ask about the numbers in front of you, or drag it out of the way when you don't need it. Try the numbers on the right: open the genie, or just move it, and see how it behaves.
- ✓Follows you across Dashboard, Transactions and Invoices
- ✓Sees the same numbers you do, can explain, simulate or perform tasks
- ✓Answers a quick question or takes the action itself, add a transaction, draft an invoice
- ✓Drag it anywhere on the page. It stays out of your way until you need it
Your personal tax, tracked right alongside the company's.
As a director you've got two tax positions, not one. SoleDirector tracks your personal Self Assessment alongside the company's Corporation Tax, so you always know where you stand on both.
- ✓Self Assessment filing and Payment on account deadlines, tracked automatically
- ✓See exactly how much higher-rate band headroom you have left
- ✓An estimated Self Assessment bill that updates as your numbers change
- ✓Company and personal tax, in one place, not two spreadsheets
It writes it to your books, picks a category, and asks you to confirm before saving. No forms to fill in.
Income tax, employee NI, employer NI and net take-home, calculated from HMRC's actual thresholds, not a rough estimate.
It checks your real rolling turnover and tells you exactly where you stand, not just whether you've already crossed the line.
It drafts it from your client list in two turns. You review it on the Invoices page and send it yourself.
