Transaction classification
Reads bookkeeping exports and classifies transactions so your team does not have to start from scratch.
NAADI
NAADI is a corporation tax intelligence tool for UK accounting practices. It estimates CT positions from bookkeeping data, surfaces reliefs and risks, and gives clients a plain-English view.
Overview
NAADI is a corporation tax intelligence tool for UK accounting practices. It processes bookkeeping data, applies UK corporation tax rules, and produces planning-only estimates of taxable profit and CT position across a practice’s client base.
The product is positioned to reduce manual groundwork before year-end by classifying transactions, identifying reliefs and deductions, and surfacing savings opportunities and risk flags. Accountants review the output, apply judgement to complex cases, and use the results to advise clients with more timely visibility.
Core capabilities
CT estimation
Estimates taxable profit and the corporation tax position from bookkeeping data, with planning-only outputs.
Relief and savings detection
Surfaces reliefs, deductions, and other savings opportunities that may otherwise be missed until year-end.
Risk flagging
Flags unusual entries, misclassifications, and items that need a human eye before advice is given.
Audit trail and traceability
Shows every assumption and source transaction used to produce the estimate, so the breakdown can be reviewed internally and explained to clients.
Client visibility
Provides a plain-English view of the estimated position that can be shared with clients as their bookkeeping data changes.
Practical uses
Practice-wide CT estimation
Use NAADI to move routine CT estimation work out of manual spreadsheets and into a review workflow, so staff can focus on higher-value advisory work.
Client visibility between year-end cycles
Use the client-facing summary to show SMEs what their estimated position is, what is driving it, and which savings have already been identified during the year.
Review and quality control
Use the risk flags and audit trail to review unusual items, misclassifications, and entries that need a human eye before advice is issued.
Planning before year-end
Use the output to identify reliefs and deductions earlier in the year, when there may still be time to act on them.
Lightweight practice onboarding
Use the onboarding flow in a practice account to add clients and process standard bookkeeping exports without changing the client’s existing bookkeeping software.
Pros and Cons
Pros
- Turns bookkeeping data into a corporation tax estimate quickly, with the source stating typical processing completes in under a minute for standard datasets.
- Shows every assumption and the reasoning behind the estimate, which makes review and explanation easier for accountants.
- Gives clients a plain-English view of their estimated corporation tax position instead of leaving them to wait until year-end.
- Keeps the accountant in control of judgement, advisory conversations, and final sign-off.
- Works with standard exports from widely used bookkeeping tools, including Xero, QuickBooks, Sage, and FreeAgent.
Cons
- NAADI does not file returns or submit anything to HMRC, so it supports planning and advisory work rather than completing the filing process.
- The public pages show support for standard bookkeeping exports, but they do not document broader integrations or implementation details.
FAQ
What does NAADI do?
NAADI is designed for UK accounting practices. It processes bookkeeping data to produce planning-only corporation tax estimates, highlight reliefs and deductions, and show clients a plain-English view of their position.
Does NAADI file corporation tax returns?
No. The source states that NAADI does not file returns and nothing is submitted to HMRC. It supports the advisory and planning work before filing.
What data does NAADI accept?
NAADI accepts standard bookkeeping exports, including CSV files from Xero, QuickBooks, Sage, and FreeAgent. The accountant can upload the file on behalf of a client, or the client can upload it directly.
What will clients see?
Clients see a clear, accessible summary of their estimated corporation tax position in plain language, including what is driving it and the savings already identified. They do not see raw data or jargon.
How do practices onboard clients?
The source says onboarding is handled through a practice account. Once the practice is set up, adding clients is straightforward, and an integration consultation is available.
Quick Facts
- Category
- Corporation tax intelligence
- Primary users
- UK accounting practices
- Workflow
- Upload bookkeeping data, run analysis, review output, advise client
- Input formats
- CSV exports from Xero, QuickBooks, Sage, and FreeAgent
- Output
- Planning-only corporation tax estimate with risk flags, reliefs, and client summary
- Pricing
- Free to start; no commitment required
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