PathfinderFor accountancy practices
Every client, every job and every deadline in one place. Hand out work with a drag, tick off steps as you go, and stop chasing spreadsheets and sticky notes.
30 days free. Then £25 per user a month. Cancel any time.
28 seconds, sound on. Watch on YouTube
Dashboard
Open Pathfinder and you can see the whole practice. What's in progress, what's paused, what's overdue, and how busy each person on the team is.
Assignment board
Everyone's work sits in a column. Someone snowed under? Drag a job onto a teammate and it's theirs. Changes show up live for the whole team.
Jobs and steps
Payroll, VAT, year-end accounts, confirmation statements, self assessment. Pathfinder creates the right jobs for each client, lays out the steps, and sets up the next one when you finish. Nothing gets missed.
Clients
Every client in one list with their type, Companies House details, RAG status and AML checks. Search, filter, and you're there.
Mobile app
Out of the office? Check what's due today, hand a job to a teammate in two taps, and tick off steps wherever you are. Everything syncs with the web app straight away.
Coming soon to iPhone and AndroidA quick look at the mobile app. Watch on YouTube
And the rest
Getting started
Pricing
Free for your first 30 days
You won't be charged until your trial ends. Cancel any time before then.
Questions
Accountancy and bookkeeping practices in the UK, from a couple of people to a growing team, who want their jobs, deadlines and clients out of spreadsheets and in one place.
No. Pathfinder runs in your web browser. The mobile app is an optional extra for when you're out of the office.
Yes. Import staff, clients, jobs and tasks from a CSV or Excel spreadsheet.
You get 30 days free. You won't be charged until the trial ends, and you can cancel any time before then.
Your practice's data is kept private to your organisation. Read the full detail in our privacy policy.
Try Pathfinder free for 30 days. Set up takes an afternoon.
Start your free trial →