Software for UK accountancy practices.One set of figures, from trial balance to approved return
The trial balance comes in once. The file, the accounts and the return all read from it, each draft ready for your review and your partner’s approval.
Tolvi is in early access. We're opening to a small number of UK practices.
One chain of figures
The same figures, link by link
Sample figures: Clegg Roofing Ltd, year ended 31 March 2026. £
1The books
Books · Profit and loss Turnover 412,600 Costs (344,564 credit) Profit per books 68,036 From Tolvi Books already mapped, from a connection to the client’s software, or from a CSV or Excel file.
2The trial balance and the file
File · Final figures Profit per books 68,036 X/1Depreciation (15,856 credit) Final profit 52,180 Kept as a fixed version. Journals post on top, and lead schedules, review points and sign-off follow.
3The accounts
Accounts · Profit and loss LTurnover 412,600 MCosts (360,420 credit) Profit before tax 52,180 TTax (8,069 credit) Profit for the year 44,111 Link a set to the file and it takes a fixed copy of the final figures. A partner records approval, and the directors approve.
4The company’s return
CT600 · Computation Box 145 Turnover 412,600 Profit before tax 52,180 Adjustments (9,709 credit) Box 155 Profits 42,471 Box 430 Tax 8,069.49 A draft CT600 starts from the file or the accounts, for review and your partner’s approval.
5The personal return
A sole trader’s section T comes across to the SA100, showing where each carried-in figure came from.
Section T · Hartley Weddings Turnover 86,400 Expenses (54,400 credit) Net profit 32,000 SA100 · Tax year 2025/26 Net business profit 32,000 Personal allowance (12,570 credit) Taxable 19,430 6Filing Coming
Filing returns with HMRC and accounts with Companies House from Tolvi is coming.
W/P ref: the working paper section behind this figure. L is income, M costs and overheads, T corporation tax and X journals.
Type it once
Each client has one record. A trial balance comes in once, as a fixed version, and the file, the accounts and the return read from that source.
Nothing goes stale quietly
If a file’s figures change, a linked accounts set or return is flagged, and figures move only when someone refreshes. Accounts can’t be approved over a change nobody has looked at.
A person decides
Tolvi AI suggests, and nothing changes until someone accepts it. A partner approves in your firm by default, and directors approve their accounts. AI can never approve.
For the partner or principal of a small or mid-sized non-audit UK practice
Tolvi shows who prepared what, who reviewed it and where each figure came from. The review stays your decision.
Run one real client alongside your existing software, and compare.
How to start with one clientSee the software
Real screens, from our demo firm’s sample data.
Raised against the section, then answered and cleared. 
A final balance is the draft TB plus posted journals. 
A fixed copy of the file’s final figures. 
Capital allowances come from the fixed asset register. 
The products
Tolvi is software for UK accountancy practices that carries one set of figures from trial balance to approved return: Working Papers for the year-end file, Accounts for the accounts, Corporation Tax and Self Assessment for the returns, with Tolvi Hub, Meetings and Books around them on one sign-in.
Tolvi Working Papers
Year-end files your reviewer can actually follow.
The TB comes in from the client’s bookkeeping software, or a CSV or Excel file.
From £5 a month for 12 year-end files a year
See Working PapersTolvi Accounts
From trial balance to approved accounts, without re-keying.
FRS 105, FRS 102 Section 1A and full FRS 102 accounts for companies and LLPs, sole trader and partnership accounts, and charity accounts, from a Working Papers file or your own trial balance, as PDF, Word and iXBRL.
Free during the beta
See AccountsTolvi Corporation Tax
A CT600 you can trace back to its computation and source.
The CT600 with the CT600A, C, E, J, L and M, amendments and group relief between clients, for accounting periods from 1 April 2023, from a file, an accounts set or typed figures.
Free during the beta
See Corporation TaxTolvi Self Assessment
Prepare the SA100, knowing where each carried-in figure came from.
The SA100 and its pages, the SA800, the SA900 and R185s from 2025/26, in Simple Step or, on an SA100, AI Mode, with the tax as you go and partner approval.
Free during the beta
See Self AssessmentTolvi Meetings
You talk. Tolvi takes the notes.
A note-taker joins your client meetings on Zoom, Google Meet, Microsoft Teams, Webex or GoTo Meeting.
From £9 a month for 300 minutes
See MeetingsTolvi Books
Clients’ bookkeeping that arrives at year-end already mapped.
Bank lines and receipts to confirm, invoices drafted from a sentence and VAT on every line, with your practice working in the same books.
From £10 a month per business
See Books
Tolvi Hub · Included for every practice
Every client, every file, one page.
Your work and meetings today, All work across products, one central record for each client, imports to bring your practice in, and the way into every app.
See Tolvi HubAdmin console · Included for every practice
You choose who uses what.
A firm admin picks which products your practice has and who can use each one, manages people and capacity, and reads the audit log.
See the Admin console
Tolvi Working Papers is the file, not the accounts. Use it with Tolvi Accounts or alongside your own accounts production package.
What stands behind the figures
- HMRC’s stored cases, replayed.
- Every stored SA100 and SA900 case in HMRC’s workbooks runs against Tolvi’s calculation. It’s our own replay, and we publish the results.
- UK hosting.
- App, database, documents, backups and logs: AWS London (eu-west-2).
- Firms kept apart.
- The database refuses a request for another firm’s records, and a test proves it.
- Client meetings.
- Recall.ai records and transcribes the meeting in the EU (Frankfurt, with transcription in Dublin). As soon as the transcript and summary are saved with the rest of your data on AWS in London, Recall.ai deletes the recording.
Tolvi AI suggests. A person decides.
It suggests a mapping, writes up a meeting and reads a receipt. In Self Assessment’s AI Mode it fills draft boxes for a person to check. It can never sign off, approve or file, and your data isn’t used to train AI models.
What isn’t open yet
Tolvi takes the figures as far as the approved draft. Filing with HMRC and Companies House from Tolvi is coming, so for now you file through your existing software or deliver the accounts yourself.
What’s live and what’s comingQuestions partners ask
What is Tolvi?
Tolvi is software for UK accountancy practices that carries one set of figures from trial balance to approved return, on one sign-in. Tolvi Hub holds each client's central record and is where everyone starts. Tolvi Working Papers is for the year-end file, from trial balance to sign-off. Tolvi Accounts prepares year-end accounts for companies, LLPs, sole traders, partnerships and charities. Tolvi Corporation Tax and Tolvi Self Assessment produce draft returns for your review and your partner’s approval. Tolvi Meetings takes notes in client meetings and files them to the client. Tolvi Books is bookkeeping for your clients, with your practice in the same books. A firm admin runs it all from the Admin console. Tolvi is hosted on Amazon Web Services in London.
Do we need a separate account for each Tolvi product?
No. Your practice has one Tolvi account, and everyone signs in once at app.tolvi.co.uk. You land on Tolvi Hub, your home in Tolvi, and the app switcher moves between the products a person can use. In the Admin console, a firm admin chooses which products the practice has and whether each one is for everyone or only for the people they pick. Clients are shared, so a meeting and a year-end file for the same client sit on the same client record.
Does Tolvi replace our accounts production software?
It depends on the client. Tolvi Accounts prepares accounts for limited companies and LLPs under FRS 105, FRS 102 Section 1A and full FRS 102, non-statutory accounts for sole traders and partnerships, and charity accounts, as PDF, Word and, for companies and LLPs, iXBRL. It doesn't prepare group accounts, public companies' accounts or IFRS accounts, so keep your existing software for those, and it doesn't file anything. Tolvi Working Papers works either way: it replaces the spreadsheet working papers and the review notes in emails, and you can take the final figures into Tolvi Accounts or your own accounts production software.
Does Tolvi keep the meeting recording?
No. Recall.ai records and transcribes the meeting in the EU (Frankfurt, with transcription in Dublin). As soon as the transcript and summary are saved with the rest of your data on AWS in London, Recall.ai deletes the recording.
Can I sign up for Tolvi now?
Not yet. Tolvi is in early access and is opening to a small number of UK practices. Email support@tolvi.co.uk with your firm name, roughly how many year-end clients you have and the bookkeeping software they use, and we'll be in touch.
More answers on the questions and answers page.