Early access

Bank statements, deadlines and client documents, in one controlled workflow.

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.

Practicore · Firm dashboard
Open deadlines
14
3 due this week
Awaiting approval
37
across 9 clients
Transactions awaiting approval
Business account · Cheque
Office rent · AI: Rent
Awaiting approval
Supplier payment
Office supplies · AI: Consumables
Awaiting approval
Client receipt
AI: Sales / Revenue
Needs source doc
AI suggests · you approve
Nothing is posted until you approve it.
Encrypted & isolated
TLS in transit, isolated per firm.
Data sovereignty
Resident in its own jurisdiction.
Features

One review-first workflow for your whole firm.

Nothing is finalised until you’ve reviewed it. Statements, AI suggestions, client documents and deadlines, all in one controlled place.

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.

PDF bank statement extraction

Pull transactions straight out of PDF statements into a clean, reviewable pane. No retyping and no spreadsheet wrangling. Read it, check it, move on.

Compliance deadline calendar

Track clients, engagements and a compliance calendar with reminders, so a filing date never slips past you again.

Firm-aware categorisation suggestions

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.

Client document collection

Request documents from clients through the portal, and track what is in and what is still outstanding. One workflow instead of a scattered inbox.

Security & sovereignty

Your clients' data. Under your control.

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.

  • AI suggests, you decide. No automated writes, ever.
  • Encrypted and isolated. Per-firm row-level isolation, TLS in transit, credentials AES-256 encrypted.
  • Resident where it belongs. Data stays in its own jurisdiction by default.

Practicore is encrypted and operator-decryptable for server-side processing. It is not a zero-knowledge system, and we say so plainly.

Resident in your jurisdiction
How it works

From statement to sign-off in three steps.

Practicore keeps the workflow tight, and you stay in control at every point.

1

Open Practicore in your browser

A fast web workspace, nothing to install and nothing to update. Sign in to your firm's secure, isolated workspace and you are working.

2

Add your firm and clients

Set up your firm, invite your team, and bring your clients in. Roles decide who sees what.

3

Import, review, file

Bring in statements, review the AI suggestions, and keep every deadline and document on track to sign-off.

Pricing

One subscription, not a stack of tools.

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.

One Practicore subscription replaces: Practice-management software Bank-statement converter Document storage and custody and adds AI categorisation

Free Demo

For evaluating firms. The whole product, one client.

R0free, no card
  • The whole product: bank conversion, reconciliation, compliance calendar, document collection, AI categorisation, client portal, audit trail
  • One practitioner, one client
  • Upgrade the moment you need a second client or seat
Start free

Enterprise

Large and multi-office firms, 26+ practitioners

Customtalk to us
  • Everything in Standard, plus:
  • Dedicated support and an SLA
  • Private deployment: on-prem, Azure SA region, or a private AI endpoint
  • Procurement and security paperwork
Talk to us

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.

See Practicore on your own files.

A short, no-pressure walkthrough. Bring a real statement and a real deadline, and we'll show you the rest.