3DMAI for Accountants & Bookkeepers

Your clients make commercial decisions every day without you.

Between annual reviews, your SME clients are pricing, hiring, chasing invoices, and managing cashflow with no structured commercial intelligence. 3DMAI changes that — and credits you for it.

✓ Practice licence available ✓ Multiple client profiles ✓ Client-ready PDF reports ✓ Referral programme

Get in touch → View pricing ↓

The gap your clients face

11 months

Average gap between meaningful commercial reviews for a UK SME with an external accountant

1 in 3

UK SME owners say they make major commercial decisions without adequate financial data

£19.99

What ongoing commercial intelligence costs your client per month — less than one accountancy hour

Enquire about a practice licence →

Referral fees available · Practice licence from £99/month · No setup fee

The problem worth solving

Your clients trust you with their numbers. They just don’t have them often enough.

Accountancy practices build their reputation on accuracy, compliance, and annual or quarterly reporting. But the decisions that most affect SME commercial performance happen every week — pricing a new contract, deciding whether to hire, managing a cashflow dip, chasing a late invoice.

3DMAI gives your clients a structured way to approach those decisions with real commercial analysis — not gut instinct. And when the numbers show something significant, they come to you already informed.

“The most valuable thing I can do for my clients is help them understand their numbers between our meetings, not just at year-end.”

The conversation every progressive accountant wants to have with their clients

📈 Margin erosion between reviews

Costs rise, pricing stays flat, and gross margin quietly erodes between annual accounts. The Pricing Modeller and P&L tools give your client early warning — before it shows up in the year-end numbers.

💵 Cashflow decisions made blind

Most SME owners manage cashflow by checking their bank balance. The 30-Day Cashflow tool shows pressure zones, lowest cash points, and VAT obligations 30 days in advance.

⏰ Late payment not being enforced

UK SMEs are owed £23.4bn in late payments. Most don’t know their statutory rights or the true cost to working capital. The Late Payment Impact tool makes the case for action in seconds.

👥 Hiring decisions without a cost model

Clients ask “can I afford to hire?” The Headcount Modeller gives a fully-loaded true cost and the revenue required at their margin to justify the hire — a conversation you can facilitate in minutes.

How it works for your practice

Two ways to use 3DMAI with your clients

Refer your clients directly to 3DMAI, or use the tools with them in client meetings. Either way, your clients get ongoing commercial intelligence and you get the credit for introducing it.

Practice licence or referral

Choose a practice licence for direct client use, or refer clients to 3DMAI and earn a referral fee for each subscriber. Both options are available.

Client profiles set up

With a practice licence, create a separate profile for each client. Their data stays separate and secure. Switch between clients in seconds.

Run the tools

Use any of the 9 commercial tools directly with your client, or share access for them to use independently between your meetings.

Client-ready PDF reports

Every tool generates a branded PDF report. Present the outputs to your client or email the report directly. All outputs are professionally formatted.

Tools most used by accountants

The conversations your clients need to have.

All 9 tools are available. These are the ones that generate the most valuable client conversations for accounting and bookkeeping practices.

💵

Cashflow & working capital

30-Day Cashflow Snapshot

Map 30 days of inflows and outflows. Identify pressure zones and lowest cash points before your client is in crisis.

⏰

Debtor management

Late Payment Impact

Show clients exactly what late payment is costing in working capital. Statutory interest calculated, priority chase list generated.

📋

Profitability review

12-Month P&L Builder

Full-year profit and loss with margin analysis. Identify which months are driving performance and which are dragging it.

📈

Pricing & margin

Pricing & Margin Modeller

Is your client underpricing? Build a minimum price model, identify margin by product, and model three pricing scenarios.

👥

Headcount planning

Headcount Cost Modeller

Fully-loaded cost of any new hire — salary, NI, pension, benefits. Revenue required at their margin to justify the hire.

📤

Accounts analysis

Upload & Analyse

Upload your client’s management accounts or P&L. AI reads it, benchmarks it, and returns a structured commercial report.

Pricing for practices

Simple, transparent, no surprises.

Whether you want to refer clients or use 3DMAI directly with them, there’s a model that works for your practice.

Referral

Refer & Earn

Free to join

Referral fee paid per active subscriber

Your own referral link
Fee paid for each client who subscribes
Clients manage their own account
No monthly cost to your practice
Ideal for smaller practices

Tell us about your practice.

Whether you’re interested in the referral programme, a practice licence, or just want to understand how 3DMAI works before recommending it to clients — get in touch and we’ll respond within one working day.

Your name

Practice name

Approximate number of SME clients

What are you interested in?

Anything else you’d like us to know?