Review queue
Review every imported transaction and AI suggestion before anything is finalised, with client documents and deadlines a click away. This is where your firm works.
Practicore helps accounting firms import bank statements, review AI-suggested categorisation, collect client documents and track compliance deadlines, with client data kept encrypted, isolated and resident in its own jurisdiction.
AI suggests. You approve. Nothing is posted until a practitioner says so.
Nothing is finalised until you’ve reviewed it. Statements, AI suggestions, client documents and deadlines, all in one controlled place.
Review every imported transaction and AI suggestion before anything is finalised, with client documents and deadlines a click away. This is where your firm works.
Pull transactions straight out of PDF statements into a clean, reviewable pane. No retyping and no spreadsheet wrangling. Read it, check it, move on.
Track clients, engagements and a compliance calendar with reminders, so a filing date never slips past you again.
Practicore learns your firm's coding patterns from your own coded history and suggests categories as you import. It proposes; you confirm. Every entry is still yours.
Request documents from clients through the portal, and track what is in and what is still outstanding. One workflow instead of a scattered inbox.
Designed for firms that cannot send client records into uncontrolled AI tools.
Practicore is built on one rule: the AI may read context and make suggestions, but it never writes and never persists. The human practitioner is the only writer to the record. Suggestions stay suggestions until you act on them.
Every firm's data is isolated from every other firm's, encrypted in transit, and kept resident in its own jurisdiction. You stay in control of the record, and you can see exactly who did what.
Practicore is encrypted and operator-decryptable for server-side processing. It is not a zero-knowledge system, and we say so plainly.
Practicore keeps the workflow tight, and you stay in control at every point.
A fast web workspace, nothing to install and nothing to update. Sign in to your firm's secure, isolated workspace and you are working.
Set up your firm, invite your team, and bring your clients in. Roles decide who sees what.
Bring in statements, review the AI suggestions, and keep every deadline and document on track to sign-off.
Priced per active practitioner per month, billed on the seats you actually use. Start free with a one-client demo of the whole product, or pick the plan that fits your firm. Annual billing saves two months.
For evaluating firms. The whole product, one client.
Firms up to 25 practitioners
Large and multi-office firms, 26+ practitioners
Everything is included on every plan, you pay for scale, not features. One subscription replaces your practice-management tool, bank-statement converter and document storage. Annual billing saves two months; the founding cohort (first 8 firms) gets 30% off for 24 months. Premium intelligence modules (StructureIQ, Beneficial Ownership, and more) arrive later as optional add-ons. Prices in ZAR; Practicore is in early access.
A short, no-pressure walkthrough. Bring a real statement and a real deadline, and we'll show you the rest.