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Modern accountancy firms face more pressure than ever. Clients expect real-time insight, proactive advice and seamless communication — while your team juggles compliance deadlines, manual workflows and disconnected systems. EdgeBooks™ is Advantage's AI accelerator built specifically for accountancy firms. Powered by the full Microsoft technology stack, it gives you a structured, proven foundation that reduces implementation time and cost — while being fully configurable to how your practice actually works. Every firm is different. EdgeBooks™ is built around yours.

Built on the Microsoft Technology Stack

EdgeBooks™ brings together the Microsoft tools your firm needs, integrated and configured specifically for accountancy workflows.

Key technologies include:

  • Dynamics 365 Business Central — Manage your firm's finances, billing, projects and operations in one connected system.
  • Dynamics 365 Customer Engagement — Track client relationships, manage pipelines, automate communications and nurture referrals.
  • Microsoft 365 & Copilot — Enable collaboration across your team and use AI to draft correspondence, summarise documents and automate routine tasks.
  • Power BI — Deliver powerful dashboards and reporting, both for your own practice and as a value-add for your clients.
  • Power Platform & Azure — Extend and automate workflows as your firm's needs evolve.

Why EdgeBooks™ Is Built for Accountancy Firms

Accountancy practices often operate on a patchwork of disconnected tools — a finance system that doesn't talk to the CRM, time recording that sits in spreadsheets, and client communications managed through individual inboxes. This creates inefficiency, limits visibility and holds firms back from delivering the advisory services clients increasingly expect.

EdgeBooks™ solves this by providing a ready-made accelerator built on Microsoft technology, shaped specifically for how accountancy firms operate — from client onboarding and engagement management through to billing, compliance tracking and financial reporting.

With EdgeBooks™, your practice benefits from:

  • Unified client and matter management across your team
  • Automated billing workflows and time recording
  • AI-assisted correspondence, proposals and reports
  • Real-time financial dashboards for your own practice management
  • Client-facing reporting and insight tools to strengthen advisory relationships
  • Compliance tracking and audit-ready workflows
  • Integrated document management through Microsoft 365

How EdgeBooks™ Transforms Your Practice

Client Relationships & Business Development

EdgeBooks™ gives your team a single view of every client relationship — interactions, opportunities, documents, billing history and more. With Dynamics 365 Customer Engagement and Microsoft Copilot, your team can respond faster, communicate more consistently and identify growth opportunities across your client base.

Benefits include:

  • Faster, more informed client responses
  • Automated follow-ups and client journey management
  • AI-assisted drafting of emails, proposals and reports
  • Improved cross-selling and referral tracking
  • A more consistent, professional client experience across the firm

Practice Operations & Finance

With Dynamics 365 Business Central at the core, EdgeBooks™ connects your operational and financial workflows — eliminating the manual processes that cost your team time and introduce risk.

This enables:

  • Streamlined time recording, WIP management and billing
  • Real-time visibility of practice performance and profitability
  • Automated workflows for compliance and deadline management
  • Integrated project and resource management
  • More confident, data-driven decisions for practice leadership

Configured Around Your Practice

The power of EdgeBooks™ is that it accelerates your implementation without forcing you into a rigid system. We configure EdgeBooks™ around your practice from day one.

We tailor EdgeBooks™ to match:

  • Your service lines and billing models
  • Your client onboarding and engagement workflows
  • Your compliance and review processes
  • Your reporting requirements — both internal and client-facing
  • Your team structure and approval processes
  • Your existing integrations and data sources

This means you get a solution that's fast to implement, deeply relevant to your work, and built to scale as your firm grows.

EdgeBooks™ in Action

Global Network of Accountants A global network of accountants and business advisors outgrew Sage and needed a platform that could support their scale, complexity and international operations. Advantage migrated them to Dynamics 365, transforming their financial management and reporting across the network. Read the full case study →

Top 20 Accountancy Practice A top 20 UK accountancy practice used Dynamics 365 Business Central to transform their practice management — improving billing efficiency, client visibility and financial control across the firm. Read the full case study →

Why Implement EdgeBooks™ with Advantage?

As a Microsoft Solutions Partner with real experience in the accountancy sector, including team members who have worked inside accountancy practices,  Advantage brings both the technology expertise and the industry knowledge to deliver a solution that genuinely fits.

We don't just implement software. We work with you to understand your practice, configure EdgeBooks™ around your processes, and support you through adoption and beyond.

Explore EdgeBooks™ with a Free Workshop

Work Smarter. Advise Better. Grow Faster.

Ready to explore how EdgeBooks™ can support your firm's next stage of growth?

FContact our team today

Access your client data anytime, anywhere

Expand your practice and better collaborate with clients using a business management solution with automated workflows, compliance, and audit trails, all in Microsoft accounting software.

Deliver more value to your clients

Expand the services you offer by connecting Dynamics 365, Microsoft 365, and Power BI.

Streamline accounting workflows

Effectively manage accounting tasks and reduce manual processes to free up time. Enhance efficiency by using AI and Microsoft Copilot to help you better serve your clients.

Improve visibility for your clients

Deliver key business insights to your clients using powerful reporting tools and custom dashboards, enhancing your role as a trusted adviser.

Work Smarter. Grow Faster. Stay Ahead.

The technology you use should help you move faster, not hold you back. At Advantage, we help SMEs unlock the full power of Microsoft - from cloud and security to AI and automation. Whether you're modernising systems or exploring Copilot, we'll help you transform the way you work. Let's build something smarter. Together.

Contact Us Today 020 3004 4600
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