The product

Walk through Rooby
like you're already using it.

See your live tax
position in five clicks.

Five steps. Click through, or let it play. No demo booking, no sales call.

app.rooby.co.uk
Admin dashboard showing all clients grouped by urgency with health scores and upcoming tax positions
All clients, one screen
Health scores, upcoming tax and urgency groupings, updated live from Xero across your whole book.
Client list showing needs attention and on track groupings with health scores per client
Prioritised automatically
Rooby groups clients by risk. The ones needing a conversation today are always at the top.
Client detail page showing VAT and Corporation Tax liabilities with confidence ratings and due dates
Confidence-rated forecasts
VAT and CT pulled live from Xero, each rated for accuracy so you know exactly what to stand behind.
Business health score breakdown showing all 15 components scored out of their maximum
15 factors, one score
Cash coverage, debtor days, bank rec, every component of client health scored and explained at a click.
Suggested actions for the client alongside a snapshot of their P&L and balance sheet
Act before they ask
Rooby surfaces cash risks and planning opportunities in each client's numbers, so you lead the conversation.
Tax dashboard showing total upcoming HMRC payments in the next 90 days with savings progress
Know exactly what's coming
Your total HMRC bill for the next 90 days, updated every time your Xero data changes. No surprises.
Individual tax payments listed, VAT overdue and Corporation Tax and payments on account upcoming
Every payment, tracked
VAT, Corporation Tax, payments on account, all in one place with exact due dates and amounts. Nothing forgotten.
Corporation Tax breakdown showing revenue, expenses, taxable profit, rate and amount due
See how it's worked out
Click any liability to see the full calculation, taxable profit, rate applied, capital allowances. No black boxes.
Health factors list showing 11 components with red and green status indicators and plain English explanations
15 factors, plain English
From how fast customers pay to whether your bills are on time, your business health broken down so it actually makes sense.
Suggested actions with talk to your accountant prompts for pension contribution and overdue invoices
Advice, not just numbers
Rooby turns your financial data into specific next steps, with one tap to share them straight with your accountant.
1 / 5

Designed for both sides

One product. Two experiences.

Rooby serves two different people with two different needs. Accountants manage a portfolio of clients, they need scale. Business owners need to understand their own numbers in plain English. Same underlying data, framed for who's looking.

For accountants

Manage your whole book

Every connected client in one dashboard. Portfolio-level health scores, proactive alerts, and explainable workings you can share in any client meeting, built for practices with dozens of clients, not just one.

  • Multi-client dashboard with every CT & VAT position live
  • 15-component health scores across your entire book
  • Proactive nudges when a client's liability moves unexpectedly
  • Explainable, auditable workings for every calculation
  • Extraction scenario modelling for director-shareholders
For business owners

Understand your own numbers

A clean read-only view of your business's tax position, no spreadsheets, no jargon, no waiting for your accountant to run the numbers. Always up to date from Xero, in language that actually makes sense.

  • Live CT and VAT position explained in plain English
  • 12-month forecast so you know what to set aside monthly
  • Health score framed for owners, not accountants
  • Shared view, the same numbers your accountant sees
  • Read-only access, nothing can be changed from this view

How it works

From Xero connection to live
forecast in three steps.

1

Connect Xero

One OAuth click. Read-only access. We sync 12–18 months of history in under a minute.

2

We crunch the numbers

Live CT & VAT positions, with all the reliefs, adjustments and HMRC rules applied automatically.

3

Advise & act

You see every liability move in real time, share the numbers with clients, and act before year-end.

You know what you owe HMRC, set the right money aside, and have informed conversations with your accountant.

What's included

Everything. From day one.

No feature tiers. No upgrade prompts. Every capability is available the moment you connect your first Xero client.

  • Live CT & VAT forecasts, updated on every Xero sync
  • 15-component health scoring across your whole book
  • Explainable workings on every calculation
  • Extraction scenario modelling for director-shareholders
  • Client read-only portal & shared view
  • Unlimited team members, no per-seat fees
  • Email alerts & proactive nudges

Start today

Try Rooby free
for 14 days.

No credit card. No commitment. Connect your first client and see the live CT forecast in minutes. Cancel any time.

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Questions? hello@rooby.co.uk

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