For Accountants
Stop estimating your clients'
tax bills. See them live.
Live CT and VAT forecasts for every Xero client. Every number explainable. Every forecast auditable. Built by a practising accountancy firm.
No credit card required
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Features
Everything you need,
every step of the workflow.
Live corporation tax forecast, from Xero
Rooby reads your client's Xero P&L in real time and applies the full UK CT calculation, marginal relief, AIA, disallowables, depreciation add-back, automatically.
- Updated every time Xero syncs, no manual refresh
- Handles marginal relief, AIA timing, CIS deductions
- 12-month rolling forecast so you can see where the liability is heading
- Multi-client view, see every client's CT position at a glance
VAT forecasting that keeps up with your clients
Live VAT position pulled from Xero transactions. Spot underpayments and overpayments before the return date, not after.
- Standard rate, flat rate, and cash accounting supported
- VAT due and next payment date always visible
- CIS reverse charge handled automatically
- Quarter-end summaries ready for review in seconds
15-component health score for every client
A single number that tells you where each client stands, and 15 components that tell you why. Spot the problems clients don't know they have.
- Checks CT position, VAT risk, cashflow signals, CIS compliance, overdue debtors, and more
- Red / amber / green per component, scan the dashboard in seconds
- Score history so you can see trends, not just snapshots
- Use it as the agenda for your next client call
Every number clickable. Nothing a black box.
Click any CT or VAT figure and see the full calculation behind it, inputs, adjustments, rates, rounding. Show a client exactly how their bill was arrived at.
- Full audit trail of every calculation
- Immutable snapshots, see what the position was on any date
- Defensible to HMRC: every figure traceable to source data
- Client-sharable explanations in plain English
Proactive alerts before problems arrive
Rooby monitors every client's position and flags issues before they become surprises, so you can call the client before they call you.
- Configurable alert thresholds per client
- Email and in-app nudges when positions move significantly
- VAT liability spikes, health score drops, CT estimate changes
- Suggested action attached to every alert
Why accountants choose Rooby
Built by a practising accountant,
for practising accountants.
Rooby isn't built by a tech company guessing what accountants need. It's built by a firm managing real client books, filing real CT600s, and dealing with real CIS headaches every day.
- Trades-specialist logic, CIS, DRC, AIA timing, subcontractor signals
- Accountant-first, you control what clients see
- Every calculation fully transparent, no black boxes
- UK data residency, your clients' data stays in the UK
“We built Rooby because we were tired of the year-end scramble. Now we see every liability move in real time, and our clients get proactive advice instead of a nasty surprise.”
Adam Harvey, Founder & Director, Rooby
Common questions
Questions from
accountants
Does it work with all Xero organisations or just UK ones?
Rooby is built specifically for UK Xero organisations. CT and VAT calculations are based on HMRC rules, it won't give meaningful results for non-UK entities. We handle UK Corporation Tax, UK VAT schemes (standard, flat rate, cash accounting), and UK CIS.
How long does setup take?
Under 5 minutes per client. Sign up, click "Add Client," authorise via Xero's OAuth screen, and Rooby syncs 12–18 months of history. First forecast is usually ready within a minute.
Can my clients see the Rooby data?
Only if you choose to enable the client portal. It's off by default, you're always in control of what clients see. When enabled, clients get a read-only view of their dashboard. They can't see other clients, can't change anything, and can't access your firm-level data.
Does it replace my CT600 software?
No. Rooby fills the gap between year-ends, giving you a live CT estimate any day of the year. You still use your existing tax compliance software to file the actual CT600. Think of Rooby as the planning layer that sits on top.
How accurate are the forecasts?
The CT forecast is a best-estimate based on the data in Xero and the rules we apply. It handles the major adjustments automatically, but some items (e.g. capital allowances for specific assets, group relief elections) require manual input. Rooby flags where manual review is recommended rather than giving you a false sense of certainty.
Ready to start?
Stop estimating.
Start forecasting.
Replace end-of-year surprises with live, explainable tax forecasts for every client. 14 days free, no credit card needed.