Skip to content
Discuss your first workflow

Your Twin / Accountancy practices

Know what’s
holding up
the review.

Spend less time gathering the records for each review. Your Twin connects Xero and SunSystems with Slack, Google Workspace and Microsoft 365, so you can see what is missing, which figures need checking and who is following up.

Bring a client reviewWhy a Twin?

For managing partners, practice managers and client-service teams

The practice Twin · Client, engagement, evidence and owner

Built around Slack, Xero and SunSystemsKeep your original records in the systems you use
Accounting · payments
Xero
SunSystems
Stripe
GoCardless
Slack · team context
Slack
Teams
Granola
Microsoft · Google files
Microsoft 365
SharePoint
Google Drive
Engagements · records
Google Docs
Google Sheets
Notion
HubSpot
Email · calendar
Gmail
Calendar
Outlook
Connected data
GitHub
Linear
Postgres
MySQL
SQL Server
Other connections agreed for your first workflow

Mercury Labs has delivered for

  • HM Government logo
  • Department for Education logo
  • Department for Work and Pensions logo
  • IfATE logo
  • HVM Catapult logo
  • MTC logo
  • Harrison Parrott logo
  • PrimaryBid logo
  • Augmentive logo
  • Forestreet logo
  • LVF Creative Studio logo

Client work by Mercury Labs, the team behind your Twin.

Scroll to follow the evidence ↓

Less time gathering. More time reviewing.

Xero and SunSystems hold the financial records. Slack holds the questions, explanations and follow-ups. Each is part of the same client review.

XeroSales invoicesGoogle SheetsEngagement trackerSlackClient follow-upsSharePointDocument checklistGoogle CalendarPartner review datesSunSystemsJournal entriesSlackReview queriesXeroClient invoicesSlackTeam handoversSunSystemsLedger balancesXeroBank transactionsSunSystemsAnalysis codesXeroSupplier billsNotionPractice guidanceSlackAccount explanationsXeroPayment recordsSharePointReview packGoogle SheetsSupporting schedulesSlackFollow-up ownersSlackReview discussionsSunSystemsAccount movementsSlackInternal queriesGoogle DriveWorking papersGoogle DocsPreparation notes

The review is Thursday. One schedule is still missing.

The checklist shows what is missing. The tracker gives you the date. The Slack update tells you who is chasing it.

SharePoint · Document checklist
One item still missing

11 / 12 items received

Supporting schedule · outstanding

Sheets · Engagement tracker
Partner review on Thursday

Alder & Co · AC-026

Thursday · Priya Shah

Slack · Review follow-up
The request has been sent

Supporting schedule requested

Not yet marked as received

Connected in your TwinAlder & Co / Engagement AC-026
Preparation
Supporting schedule missing
Owner
Priya Shah
Review
Thu

The review is scheduled, but the supporting schedule is not yet marked as received. Priya knows what to follow up.

Example source records · Linked to the same client and work · Original records stay in their existing systems

A clearer review. A clear next step.

  1. 01

    Spot the preparation gap.

    See the missing evidence before the partner review.

  2. 02

    Make the follow-up clear.

    Keep the next action and its owner beside the client record.

  3. 03

    Keep judgement with the partner.

    Check the source evidence. Your team makes the call.

Practice reviewExample brief

AC-026 · Engagement

Alder & Co

One supporting schedule is still missing. Priya owns the follow-up before Thursday’s review.

Partner review
Thursday
Follow-up owner
Priya Shah

Supporting evidence

  • SharePoint · Document checklistOne item still missing
  • Sheets · Engagement trackerPartner review on Thursday
  • Slack · Review follow-upThe request has been sent
Example brief · Your team makes the professional judgements.

Start with one client review.

Subscription + AI usage.
Optional setup and integration work, agreed with you.
See pricing

  1. 01

    Choose the review.

    Choose a recurring client question or review your team prepares today.

  2. 02

    Agree the sources.

    Agree which systems to connect and who can access the records.

  3. 03

    Check it with your team.

    Check the result against real examples. Expand where it helps your team.

A clear starting point.

  • Keep the systems you already use. We agree which records to connect and any integration work needed for your first review.

Your first workflow

Start with the client question your team keeps chasing.

Show us the report, handover or recurring question your team keeps chasing. We’ll agree a useful starting point. No live client data needed.

Discuss your practice workflowDiscuss a partnership