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 upcoming CT and VAT positions
All clients, one screen
Upcoming tax, urgency groupings and CT positions, updated live from Xero across your whole book.
Client list showing needs attention and on track groupings with CT positions 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.
Tax-specific alerts showing CT estimate change and VAT liability spike for a client
Act before they ask
Rooby flags when a client's CT estimate or VAT liability moves significantly, 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.
Tax workings showing full CT calculation including taxable profit, rate applied and capital allowances
See exactly how it's worked out
Click any tax figure and see the full calculation behind it, in plain English. No black boxes, no surprises.
Suggested actions with talk to your accountant prompts for tax planning
Tax nudges, not generic advice
Rooby surfaces tax-specific planning opportunities and flags when your CT or VAT position needs attention.
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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. Proactive alerts, client portal access, 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
  • Client portal — each client sees their own live tax position
  • Proactive nudges when a client's CT or VAT 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
  • Monthly provision figure — no more guessing what to put away
  • 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
  • Client portal with live monthly provision and upcoming payments
  • 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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