Practice edition

For a firm with clients

The bookkeeping, the accounts production, the corporation tax, the Self Assessment returns, the practice management and the anti-money laundering record in one application, on the same records rather than in six products kept in step by hand. One licence for the firm, unlimited users, and cover for the client companies you put on it.

The books and the job, on the same records

Most firms run two systems: one for the ledgers, one for the jobs, deadlines and chasing. They never quite agree, and the gap between them is where a deadline goes missing.

Murgese keeps both on the same data. When a VAT quarter is prepared, the job that produced it, the records that were chased for it, the approval the client gave and the archived return all sit against the same company.

It installs on your own Windows machines. There is no tenancy, no seat count held on somebody else's server, and no client record leaving the office unless you export it.

Murgese

What the firm is carrying

The screens a practice opens first, built from the client data rather than from a list somebody maintains.

Compliance calendar from client dataStatutory and target dates derived from each company's own year end and VAT stagger. Nobody types a deadline in twice.
Months counted the way the statute counts themCorporation tax is due nine months and a day after the period end, and section 443 of the Companies Act says what a month is: from the last day of a month you land on the last day of the month you reach. A 30 November year end therefore pays on 1 September and not 31 August, which is a day out on almost every company in a practice, and 31 August is the accounts filing date for the same year end. Every deadline in the calendar uses that rule. Report periods do not, because a year to 28 February compares against the year to 28 February and 29 February belongs to neither.
Accounts already filed are not asked for againWhat the register says was last filed, and to what date, is read from the company record, so a set of accounts filed at Companies House stops appearing on the list of things to do.
Recurring job generationNext quarter's jobs exist because the deadline exists, not because someone remembered to create them.
Deadlines with owners and escalationWho holds it, what it is waiting on, and what happens when it slips.
The attention panelWhat is overdue, what is due this week and what is sitting with a client, ahead of everything merely scheduled.
Job boardEvery job across every client, by stage, with the tasks underneath it.
What has not been filed, across the whole bookVAT, CIS, accounts, the confirmation statement and the CT600, rolled up against the calendar rather than asked one client at a time. Each is judged on its own rule, because they are not the same question in five costumes: a CT600 is due twelve months after the period end, so not filed is normal for most of the year, while one day past a Companies House date is a penalty. A client with nothing filed of a type shows a blank rather than an enormous age.
The anti-money-laundering position as a question about the firmNot whether this client's review is up to date, but who across the book is overdue one. The risk rating orders the list within an urgency band and never across one: nothing becomes due sooner because a client is high risk, because moving a deadline on a rating would be inventing a date.
A review queue somebody ownsReview is a stage with a named reviewer rather than a column with a count. Jobs in review with nobody named are counted under their own heading, because those are the ones that sit there.
A sharper lookSix colour schemes, chosen under Practice settings, Colour (in Business edition, at the foot of the Settings screen), among them Lime: a charcoal sidebar, lime buttons and a lime bar beside the screen you are on. In every scheme the sidebar shows which menu you are in, red for overdue, amber for a warning and green for filed stay the same, and on a wide screen the settings lay out in two columns. Murgese carries its own typeface, so the same screen looks the same on every computer in the office, whatever is installed on it.

Murgese

Getting records in

The part of the year that costs a practice the most time.

Records inboxWhat you asked each client for, when you asked, and what has arrived.
A period is whatever period you meanA VAT quarter, a CIS month, a calendar month, a quarter or a year end, and the checklist changes with it: a CIS month drops the sales and purchase invoices and asks for subcontractor invoices and verifications, and a year end adds the stock count, the loan and hire purchase statements and confirmation of the amounts owed and owing.
The client sends it to a mailbox and it files itselfThe firm points Murgese at a mailbox it already has, and tells clients to send their papers there. It signs in on a timer, reads what is unread, works out whose it is from the sender or a company number in the subject, and files it against that client's open records period, the same way a person uploading a file would. Where two clients could plausibly own a message it is not guessed at: it goes to a tray and somebody decides.
Chasing, from the firm's own addressThe requests and the reminders go out through the firm's own mailbox, in the firm's name, with templates and a chase ladder. Nothing is sent from an address belonging to us.
Reads an invoice by its layoutRead PDFs, on Bills and on Invoices, reads where things sit on the page as well as the words, so a marketplace invoice, a utility bill, a till receipt and a sole trader's own template come through with the right figures. The supplier is the issuer the page names, never the Bill to or Shipping address block; the total is the one that equals the net plus the VAT; and an invoice charged in another currency that states its amounts in sterling is read in sterling. Each reading is a draft you review, in the same shape and on the same screen as the spreadsheet importer.
AI as a reader, if the firm wants oneMurgese's own reader is the default: on the computer, sending nothing. A firm can choose instead to have invoices, receipts and bank statements read by its own account with Claude, OpenAI or Azure OpenAI, which reads any layout. Every screen that reads a document then says which company it goes to, only the document goes, and the reading is checked here like any other: every figure it returns has to be printed on the document, and nothing is created until somebody looks at it.
Reads a scan or a photographA scanned invoice has no text in it at all, so the page is drawn and read. A photographed receipt does not have to be retyped.
Duplicate detectionThe same bill arriving twice is caught before it posts twice.

Review, approval and the trail

Work that leaves the firm should leave it deliberately.

Approvals before anything goes outA review step on returns and accounts, with the trail kept against the company.
Client approval packsThe VAT return and the accounts sent for the client to approve before they are filed.
Permissions per company and functionWho can open which client and do what inside it, set by function rather than by trust. The Staff screen sets it out as one table: every permission, what it lets a person do, and a tick under each role that holds it.
Client references and identityReferences held against the client, including ECCTA identity verification.
Approval closes the yearOnce you have signed a set of accounts, nobody can quietly re-code a bank line or post a journal inside that year. Re-opening it takes a written reason and stays on the record beside the original approval.
Voiding by reversalA wrong document is reversed, not deleted. A year later you can still see what happened.
A second pair of eyes on a journalA manual journal is the riskiest posting in a set of books: it touches any account and it is invented rather than derived from a document somebody else also holds. Who approved one is recorded against it.
The history of a record, read from the recordWhat has been done to this invoice, this contact, this asset, on the record itself rather than by reading down a page of everybody else's. Changes show what the figure was before, not only what it became.

Murgese

Taking a client on, and handing one over

The two moments where most practice software leaves you doing it by hand.

The whole history from Xero or QuickBooksChart, contacts, documents and every posting. Not a closing trial balance and a filing cabinet you can no longer search.
A reconciliation proofThe result compared against the source file, count by count and balance by balance, with the differences listed rather than absorbed.
Check against a period you have filedA year already filed, recomputed from the records and compared with what was submitted, before you rely on any of it.
Client list importA practice arrives with a whole book of clients, not one at a time. Built against a real 72-client export from another practice management system, every row of which it now reads without an error.
A template that keeps a leading zeroThe template is a workbook, not a comma-separated file, because a company number is 01234567 and a spreadsheet column left as a number turns that into 1234567: no company at Companies House, and almost right. The columns holding a reference rather than a figure are written as text, blank rows included, so a number typed into the file keeps its nought. The same goes for phone numbers, UTRs and PAYE references.
Companies and individuals in one fileA sole trader whose name sits in first and last name columns rather than a company name column is read as a person, not refused for a name that was in the file.
The authentication code, read but never shown backA Companies House authentication code in the file is read and stored and never printed to a screen again, the way this application treats every credential. Six dots and the last two characters is enough to confirm it arrived. Typing thirty-four of them by hand is exactly what an import exists to avoid.
Columns it does not read are namedNothing disappears without being mentioned. The preview lists every column it has left alone, so the decision about what to do with them is yours rather than made silently.
Client handoverA company handed to another firm, and back again, without either side rekeying it.

Time, fees and work in progress

What the firm has done, and what it has not yet been paid for.

A clock that runs itselfOpen a client and it starts, against that client and the job you are on. Move between that client's screens and it carries on rather than chopping the afternoon into fragments.
One clock per person, alwaysOpening a second client hands the clock over rather than starting a second one, so the same minute can never reach two clients.
It counts what it was told, not the wall clockThe total is a sum of small credits while you are actually there, so a window left open over a weekend cannot produce a fifty hour entry, and a laptop that sleeps cannot produce one that spans the night. Under-counting is a rounding error. Over-counting is an invoice you cannot defend.
It knows what you were doingThe screens the time went on, in order, as a sentence you can put on a fee note: the VAT return, the purchase ledger and two others.
Nothing reaches a bill on its ownA measured session waits for you to agree with it. Review it, log it as time or throw it away. Discarded ones are kept, so "where did that hour go" has an answer.
Time can be put rightTwo hours against the wrong client, or 124 minutes where 24 was meant, is corrected rather than left standing with a second entry posted against it. An entry already carried into a bill is not quietly changed underneath it.
Fees and work in progressTime carried into fees, and what is still unbilled made visible before the year end rather than after it.
Your own books, kept like a client'sThe practice is a business too: fees to raise, a VAT return, a year end. It gets a full set of books here, marked as yours, never billed or chased as one.

Reading the firm

Thirteen reports on one screen, each one saying on its face what it cannot see.

One window, thirteen reportsProfitability, lock-up, lock-up by client, turnaround, deadlines and service level, job budgets, time not yet billed, the fee forecast, the work ahead, compliance exceptions, what has not been filed, days with less time than expected, and clients and fees. The period is set once at the top rather than asked again on every screen.
Lock-up, and then whoWork in progress days plus debtor days for the firm, the single number a practice manages, and then the same figures client by client with the oldest unbilled day and the oldest unpaid fee note beside each one. Blank rather than a large number where nothing was billed, because infinity printed as a number of days is the sort of figure that ends up in a board pack.
A fee the report cannot place is named, not droppedA fee note is attributed to a client through the billing run that raised it rather than by matching a name, so two clients called something similar cannot be added together. A fee note typed straight into the firm's own ledger has no such link, and those are counted, totalled and named. A report that quietly loses a fifth of the firm's debtors is one whose total cannot be reconciled to the sales ledger, and then nobody trusts any of it.
The days the firm owned, and the days it was waitingEvery elapsed figure is split between the stages the firm owns and the time a job sat waiting on the client. Ninety days of which sixty were spent waiting for a bag of receipts is not a job the firm was slow on, and a measure that cannot say so turns into an argument with the person who prepared the accounts. A stage a job is sitting in now is never counted in a median, because that would be a measure that improves by being looked at.
Turnaround on the median, not the averageHow long jobs take start to finish and how long they sit at each stage, so one job that waited a year for a client's records does not drag the figure past anything useful. Days are calendar days and the report says so, because nobody's working pattern or bank holidays are held.
Which of your services makes moneyThirteen service lines held on the job rather than read off a filing obligation, because bookkeeping, management accounts and advisory work have no statutory deadline and are usually the profitable half. The line comes from the job, then from its template, then from the obligation where there is one, and it can be corrected. Billed time on no job is reported on a row of its own, so the service rows add back to the fee the by-client view shows.
Recovery, which is the number that mattersTime recorded, what a billing run swept up at charge-out, what was actually invoiced for it, the difference written off, and recovery: the single figure that says whether the firm's rates are real.
A forecast that cannot be read as management accountsActual and forecast never share a cell, in any month or in any total, and a month that has not finished carries no actual at all. A forecast figure comes from the client's agreed fee or from what they were billed for the same service last year, never from a rate card, and a job with neither is counted and left unvalued rather than valued at nought.
The work ahead, with what it cannot see printed on itEstimated work falling in each of the coming weeks, against what the people it is assigned to are expected to record. No annual leave, no sickness, no bank holidays and no working patterns are held, and work is counted in the week its deadline falls rather than the week it will be done. Every one of those makes the picture rosier than it is, so all of them are on the report rather than in a footnote. Jobs with no estimate are counted beside the hours instead of left out of them, and work assigned to nobody gets a row of its own.
What a working day is expected to holdSet on the practice and, where it differs, on the person, rather than retyped every time somebody looks. Nought means nothing is expected, which takes a partner who does not keep time off the report without a list of exceptions having to exist, and a part-timer stops appearing every week for the two days they do not work.
Whether the job made money, not just whether it recoveredA cost rate per person sits beside the charge-out rate, so a job billed at full recovery by somebody whose time costs more than it is charged at can be seen for what it is. The rate is optional, and any unrated time makes the cost unknown for the whole row rather than understated: the report names the people it is waiting on.
Time not yet billed, by client, person or jobWhere the unbilled time actually is, valued the same way the billing screen values it, so the two cannot disagree about what an hour is worth.
What a job was expected to takeAn estimate set in hours when the job is raised, and the variance against it. A job nobody estimated is counted and named rather than shown as on budget, because that is the difference between coming in on time and nobody having said what on time was.
Out of the window, column for columnEvery one of the thirteen goes to CSV, a real Excel workbook, Word or the printer, with the same columns in the same order as the table on the screen, so the file and the screen can be laid side by side. Exporting is its own permission rather than something bundled with reading, and the buttons are not there for an account that does not hold it.

Anti-money laundering

The firm's record under the Money Laundering Regulations 2017, kept beside the books it already keeps for each client. The firm stays responsible for its compliance; this is where it keeps the evidence.

Off until the firm switches it onThe firm names its MLRO and the people who may see AML records. Nobody else sees them, an administrator included.
A risk assessment for each clientFor an individual, a sole trader, a partnership or LLP, a company, a trust or a charity, across the client, the service, geography and how the work is delivered. The result is low, medium or high, and sets simplified, standard or enhanced due diligence.
The rules that force enhanced due diligenceA politically exposed person or their family or close associates, a country on the FATF call for action list, false documents, and unusually complex or large transactions force enhanced due diligence whatever else is answered, and a domestic PEP starts lower. The result can be changed with a reason, never below what a rule requires, and senior management approval is given on the file.
The people behind the client, from Companies HouseDirectors and people with significant control are read from the register with their holdings, and a daily look at the register opens a review when the officers or owners change.
Evidence for each personAn original seen, a certified copy, another provider's report, and for enhanced cases the source of funds and of wealth. Documents are kept encrypted.
Identity and sanctions checks, on the firm's own accountElectronic identity checks, PEP and sanctions screening with or without monitoring, and ID document and selfie checks with ComplyCube or Veriphy, on the firm's own account with the provider. The firm's computer calls the provider directly, and no check data passes through us. A check whose answer is lost is looked for before anything is sent again, so nothing is paid for twice, and a result that cannot be read is shown as an error, never as a pass. The status page says where each connection stands.
Reviews that come round on their ownReview dates are set by risk and appear on the deadlines and the job board, beside the rest of the client's work.
A concern goes to the MLRO, and nowhere elseAnyone in the firm can raise a concern with the MLRO. Only the MLRO reads the MLRO's log, which records the decision, a suspicious activity report's reference and the dates of a defence against money laundering request. Nothing about an internal report appears on the client's file.
The firm's own recordsThe firm-wide risk assessment, written policies, a training log, a usage log of checks, and an AML audit trail that cannot be changed.
Kept as long as the regulations askRecords are kept for five years after the relationship ends, even if the company is deleted, and deletion is offered after that.
An inspection pack, for a client or the whole firmA summary that opens in any browser, the records as spreadsheets and the documents, with a password.

Murgese

The work your clients need

Every client company carries the full set. The complete list is on the product page.

VATNine boxes on cash or accrual, the CIS domestic reverse charge, late claims, registration clamping, and a filed archive.
CISCIS300 by tax month from payments made, verification held per contractor, the unmatched suffix driving 30%, and deduction statements.
Year-end accountsFRS 105, FRS 102 Section 1A, filleted and dormant accounts, with iXBRL checked before it goes anywhere.
Corporation taxThe computation with capital allowances, loss relief with the deductions allowance and the 50% restriction, and marginal relief.
Charity clientsFund accounting where an entry balances within each fund, the SORP chart, the SOFA across fund columns, the trustees' report and Gift Aid.
Property and constructionTracking by property or site carried into a profit and loss per site, contracts run to a budget with variations and retention, and CIS treated as ordinary monthly work.

For clients who run contracts, let property or trade abroad: job costing to a budget with variations and retention, a second label on every posting for the property or site, and invoices, bills and bank accounts in another currency, all in the price of the licence. What all three do, in full

The partner programme

Putting your clients on it

A partner firm licenses the Practice edition and puts the clients it looks after on the Business edition. The firm holds one licence, renewed yearly, covering the client companies it takes on, and one invoice a month goes to the firm with any change apportioned by the day.

Licences are white-labelled to the firm. Your client deals with you.

The partner programme

Support goes to you, not to us

A business whose accountant supplied the software is that accountant's customer. If one of your clients writes to our support address, we send them back to you rather than answering over your head. Faults in the software come to us from you.

Pricing

Licensed on application

The Practice edition is licensed to firms through the partner programme, and the terms depend on how many clients you put on it. We set them out in full when you apply, before anything is agreed.

Apply to the partner programme

Before you put a client on it

Where it stands today

Murgese prepares returns. It is not yet HMRC recognised, so it does not submit them, and Companies House filing has been tested only against our own harness, never against Companies House itself. CIS verification requests cannot be sent from the product. It does not calculate payroll. It has not been run alongside another package for a full annual cycle. A firm putting clients on it should plan to parallel run, which is what we would say about any change of system.

Read the full status

Try it on one client

Pick a company whose numbers you know by heart. Bring its history across, read the reconciliation, then run the check against a year you have already filed. That tells you more than anything on this site.

Request the software Everything it does

Or join the pilot: free for the whole pilot, in return for running it on real work and telling us what breaks.