Case study · AOS
AOS is the operating system built for our own accountancy firm, deployed for yours. Sales, jobs, capacity, tax filing, AI agents and a client portal, in your brand, on your own data.
Two ways in
Practice Portal and Growth Engine sell the front office as products: sign up, put your logo on it and go. AOS is the other answer. It is Buzz OS, the system built for Buzz Accounting, deployed as your system with your name on it.
Because it was built around a working practice, the question that stalls these projects, whether it handles the way you work, mostly has an answer already.
| Practice Portal and Growth Engine | AOS | |
|---|---|---|
| How you start | Sign up, add your logo and go | We deploy it with you |
| What it covers | The front office: client portal, website, sales list and proposals | The whole practice: add jobs, capacity, time, payroll, HMRC filing and AI agents |
| Your data | Your own walled-off slice of a shared database | Your own instance |
| Price | From £49 a month, fourteen days free | A fixed set-up build, then a flat monthly platform fee |
| Where it is now | Live and taking sign-ups | In testing; live in our own firm first, after ISO 27001 |
Each deployment carries the firm's own name, colour and logo through every screen and every email. The firms below are fictional.
Good morning, Rachel
Good morning, Sam
Good morning, Priya
Illustration
The platform exists and is in testing. Full HMRC Making Tax Digital agent filing is in it: digital records, quarterly submissions, year-end and Final Declaration, checked end to end against HMRC's sandbox.
Six AI agents chase information, nudge new clients whose set-up has stalled, triage the inbox and pre-review jobs. None of them sends anything unsupervised. Everything lands in an approval queue.
The deployment
Our own firm goes live on it first, once ISO 27001 certification is in place. After that we take on one deployment at a time.
A dedicated instance with its own data, walled off from every other firm.
Your name, logo and colours through the system and every email it sends, with your engagement letters and templates.
Your workflows mapped onto the modules with you in a few working sessions, with changes made where the platform needs them.
Clients, jobs and records migrated from whatever you run now.
Updates, backups and monitoring that emails us before it emails you.
Software for accountancy firms tends to fail at the edges, on the workflow a product almost supports. Selling AOS as a sign-up would recreate that. So we map your workflows onto the modules with you, migrate your data, and adjust where the platform needs it.
The screens shown for AOS use a fictional firm and fictional clients, because the real system holds real client records and we treat them the way you would want your own clients' records treated. The system itself is shown on a call, on our screen.
Pricing that scales per client punishes a firm for growing. AOS is a fixed set-up build plus a flat monthly platform fee, agreed for your size and reviewed once a year.
Tell us the job that keeps not getting done. We'll tell you if software can take it off you, and what it costs.