Product tour

The tour is five screens showing how a partner reviews prepared work in Cast & Rule: the Desk, a cast workpaper, Ruling, the Ledger, and Rules. Step through at your own pace.

The demo stops at Awaiting partner, where a named partner rules.

The Clerk prepares. A partner rules. Nothing goes to a client or HMRC without that ruling.

5 steps

01 / 05

The Desk: the partner's morning

The Clerk cast seven items overnight from the practice's schedules. Six wait for a partner's ruling; one is queried back to the client. Deadlines for the next 30 days sit alongside, and the overnight strip is read straight from the Ledger.

On this screen

Six items awaiting partner, sorted by deadline.
One item queried: two invoices missing from the client.
Deadlines for the next 30 days: accounts filing, corporation tax, MTD and VAT.

Cast & Rule product tourScreen: The Desk

The Desk

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Tue 13 Oct 2026

The Desk

Seven items were cast overnight. Six are waiting for your ruling; one needs an answer from the client first.

MineAll partnersStart ruling

For ruling

cast overnight by the MTD, VAT and year-end schedulesSorted by deadline

Items for ruling, sorted by deadline
Client	Workpaper	Checks and notes	Due	State
Rowe Garden DesignTamsin Rowe · sole trader	MTD quarterly update, Q2	14/14 · 2 to check · due 7 Nov	7 Nov	Awaiting partner
Skelwith Joinery LtdLimited company · VAT quarterly	VAT return to 30 Sep	22/22 · 1 note · due 7 Nov	7 Nov	Awaiting partner
Dr Nana OseiLandlord · three properties	MTD property update, Q2	11/11 · no notes · due 7 Nov	7 Nov	Awaiting partner
Tandybrook ElectricalCallum Reay · sole trader	MTD quarterly update, Q2	13/13 · 1 to check · due 7 Nov	7 Nov	Awaiting partner
Brightwater Café LtdLimited company · VAT quarterly	Letter: VAT penalty points	6/6 · no notes · send by 20 Oct	20 Oct	Awaiting partner
Linden & Moss Architects LLPLLP · monthly management pack	Management pack, Sept	16/16 · 1 note · send by 16 Oct	16 Oct	Awaiting partner
Calder Street Dental LtdLimited company · year end 31 Jan	Year-end accounts draft	38/40 · 2 missing · file by 31 Oct	31 Oct	Queried

Clients

9 clients · by next due dateAll clients

Clients by next due date
Client	Type	Next item	Due	Open
Linden & Moss Architects LLP	LLP · monthly pack	Management pack, Sept	16 Oct	Awaiting
Calder Street Dental Ltd	Ltd · YE 31 Jan	Accounts filing	31 Oct	Queried
Pennant Removals Ltd	Ltd · YE 31 Jan	Corporation tax payment	1 Nov	Prepared
Rowe Garden Design	Sole trader · MTD	Quarterly update Q2	7 Nov	Awaiting
Tandybrook Electrical	Sole trader · MTD	Quarterly update Q2	7 Nov	Awaiting
Dr Nana Osei	Landlord · MTD	Quarterly update Q2	7 Nov	Awaiting
Skelwith Joinery Ltd	Ltd · VAT	VAT return, quarter to 30 Sep	7 Nov	Awaiting
Brightwater Café Ltd	Ltd · VAT	VAT return, quarter to 30 Sep	7 Nov	Working
Northgate Community Trust	CIO · YE 31 Mar	Independent examination	31 Jan	Drafted

Deadlines

next 30 days

16OctManagement packLinden & Moss Architects LLP3 days
31OctAccounts filingCalder Street Dental Ltd18 days
31OctPaper tax returns1 client18 days
1NovCorporation tax paymentPennant Removals Ltd19 days
7NovMTD quarterly updates, Q23 clients25 days
7NovVAT returns to 30 Sep2 clients25 days

Overnight

from the LedgerOpen the Ledger

02:14Rowe Garden Design Q2 update cast
03:05Calder Street Dental queried: 2 invoices missing
04:18Schedules finished · 7 cast, 0 failed
07:30The Desk summary ready
08:47Priya Desai checked 3 lines, Skelwith VAT

02 / 05

A cast workpaper

Each item opens as a workpaper the Clerk cast: here, Rowe Garden Design's MTD quarterly update. Totals are cast with a single rule, and the double rule stays dashed until a partner rules it off. The evidence sits beside the figures, down to the bank lines behind a flagged total.

On this screen

Flagged lines carry a dot: checks for the partner, not decisions.
Net profit shows a dashed rule: to be ruled, not ruled.
The evidence behind cost of goods, line by line.

Cast & Rule product tourScreen: Workpaper

WorkpapersRowe Garden DesignQuarterly update, Q2 2026–27

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Tue 13 Oct 2026

Quarterly update · Q2 2026–27

Rowe Garden Design · cast at 02:14 by the MTD Q2 schedule. 14 of 14 checks passed; three notes for the partner.

Checks completeAwaiting partnerRe-castExport PDFOpen in Ruling

Self-employment: cumulative totals

Tamsin Rowe, trading as Rowe Garden Design · landscape gardening · UTR ····4471

Tax year 2026–27

Cumulative update, 6 Apr – 5 Oct 2026

Due to HMRC by 7 Nov 2026

Self-employment totals in pounds: Q1 (6 Apr to 5 Jul) and Q2 (6 Jul to 5 Oct) on their own, the cumulative update to 5 Oct, and the same period of 2025–26
Category	Q1 only	Q2 only	Cumulative	Same period last year
Turnover	18,240.00	23,620.00	41,860.00	35,470.00
Cost of goods: plants and materials(flagged for the partner)	4,102.35	5,310.25	9,412.60	8,120.40
Car, van and travel(flagged for the partner)	1,012.20	1,306.25	2,318.45	2,044.10
Staff costs	1,050.00	2,100.00	3,150.00	2,600.00
Premises: yard rent	600.00	600.00	1,200.00	1,140.00
Repairs and maintenance	180.40	305.80	486.20	512.75
Phone, stationery and office	196.09	196.09	392.18	368.40
Advertising	360.00	250.00	610.00	540.00
Bank charges	40.10	44.20	84.30	79.60
Professional fees	0.00	450.00	450.00	450.00
Other allowable expenses	98.30	114.45	212.75	190.25
Total allowable expenses	7,639.44	10,677.04	18,316.48 (cast, single rule)	16,045.50
Net profit to date	10,600.56	12,942.96	23,543.52 (to be ruled)	19,424.50

All figures £. Cast in graphite; the double rule is drawn only when a partner rules it off.Page 1 of 3

Evidence

Bank statements214 linesBusiness current account ····4417 · CSV imported 6 Oct
Sales invoices383 paid in cash, matched to deposits on 14 Aug
Receipts from the client61 filesUploaded to the Strongroom between 8 Jul and 4 Oct
Prior year2025–26Records for 6 Apr – 5 Oct 2025, and the 2025–26 return as filed, 22 Sep 2026

Cost of goods: plants and materials47 lines · £9,412.60

Bank lines behind cost of goods (first five of 47)
Date	Description	Amount	Evidence
12 Jul	Card · Fellside Plant Nursery	486.20	receipt
19 Jul	BACS · Knarr Aggregates	1,120.00	receipt
2 Aug	Card · garden centre, Ripon	88.40	private?
23 Aug	Card · timber and sleepers	642.75	receipt
6 Sep	Card · garden centre, Ripon	71.60	private?

Notes for the partner1 of 3 · all in Notes

Possible private useCheck
Three garden-centre card payments (£214.40) match the pattern treated as private in 2025–26. Left in costs for your decision.

03 / 05

Ruling: the partner's review

The partner reviews the same draft, ticking each line against its evidence. Open notes need an answer: keep it, change it, or ask the client. The tour stops here, at Awaiting partner: sign-off, the double rule, is the partner's.

On this screen

Ticks: 8 of 11 lines checked by the partner so far.
Notes to resolve, each with its own actions.
Rule off is the partner's step. Nothing in this tour is ruled.

Cast & Rule product tourScreen: Ruling

Ruling1 of 6Rowe Garden Design

Search clients, workpapers, the Ledger⌘K

Tue 13 Oct 2026

Rowe Garden Design · Q2 update

Cast overnight, checks complete. Rule it off, or send it back with a note.

Awaiting partnerPreviousNext item

MTD quarterly update · self-employment

Tamsin Rowe · tax year 2026–27 · cumulative to 5 Oct 2026 · due 7 Nov 2026

ticked by you: 8 of 11 lines

Cumulative totals against the same period last year, in pounds
Ticked	Category	Cumulative	Same period 2025–26	Change
Ticked	Turnover	41,860.00	35,470.00	+18.0%
Not yet ticked	Cost of goods: plants and materials(flagged for the partner)	9,412.60	8,120.40	+15.9%
Not yet ticked	Car, van and travel(flagged for the partner)	2,318.45	2,044.10	+13.4%
Ticked	Staff costs	3,150.00	2,600.00	+21.2%
Ticked	Premises: yard rent	1,200.00	1,140.00	+5.3%
Ticked	Repairs and maintenance	486.20	512.75	−5.2%
Ticked	Office, advertising, bank charges	1,086.48	988.00	+10.0%
Ticked	Professional fees	450.00	450.00	0.0%
Ticked	Other allowable expenses	212.75	190.25	+11.8%
Ticked	Total allowable expenses	18,316.48 (cast, single rule)	16,045.50	+14.2%
Not yet ticked	Net profit to date	23,543.52 (to be ruled)	19,424.50	+21.2%

Single rule · checked

Tick each line against its evidence. The total is drawn once every line is ticked.

Checks complete · 14 of 14 automatic checks

Double rule · ruled

Records your name, qualification and time on the Ledger, and marks the update ready to submit through the practice's MTD-recognised software.

Partner only

Notes to resolve

2 open · 1 settled

Possible private useOpen
Three garden-centre card payments (£214.40) match the pattern treated as private in 2025–26. They are in cost of goods now.
Keep in costsTreat as privateAsk the client
Van: mileage method keptOpen
Simplified mileage was used last year, so the method stays for this van. Fuel receipts (£612.40) are left out.
AgreeChange the figure
Cash-paid invoicesSettled
Three invoices (£2,340) paid in cash, matched to the deposit on 14 Aug.

How this was cast

Schedule: MTD Q2 casts · 13 Oct, 02:14
Model: On-device model, local hardware
Read: 214 bank lines · 38 invoices · 61 receipts · 2025–26 records
Client data: Processed on local hardware
Ledger: 12 entries for this item

04 / 05

The Ledger, in order

Every AI action and every human decision is posted to the Ledger in order. Each entry is locked to the one before it (it carries the previous entry's hash), so a later change to an entry already checked shows up. Filters narrow it by date, who acted, client, action, model and source.

On this screen

The Clerk's cast of the Rowe update at 02:14, with the model and sources it used.
The partner's own ticks sit in the same chain.
Each entry carries a chained hash: tamper evidence, not tamper prevention.

Cast & Rule product tourScreen: The Ledger

The Ledger

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Tue 13 Oct 2026

The Ledger

Every AI action and every human decision, posted in order. Each entry carries the hash of the entry before it, so a change to a checked entry can be revealed.

Verify chainExport CSV

Scroll sideways to see every column

Ledger entries for 13 Oct 2026, newest first
Entry	Time	Actor	Action	Client · workpaper	Model	Sources	Hash
18,448	08:52	Anna Bennett FCA	Opened for ruling	Rowe Garden Design · MTD Q2	—	—	5f8bb2…3bb4
18,447	08:51	Anna Bennett FCA	Ticked 8 lines	Rowe Garden Design · MTD Q2	—	8 evidence links	d07aad…8937
18,446	08:47	Priya Desai	Ticked 3 lines	Skelwith Joinery · VAT to 30 Sep	—	3 evidence links	48533a…d323
18,445	07:30	Agent	Wrote Desk summary	All clients · The Desk	On-device 32B	7 workpapers	767bc8…3f83
18,444	04:18	Schedule	Finished · 7 cast, 0 failed	7 clients · 3 schedules	—	—	6c56c4…11bc
18,443	04:18	Agent	Cast quarterly update	Tandybrook Electrical · MTD Q2	On-device 32B	3 sources	f0351e…3846
18,442	04:02	Agent	Drafted client letter	Brightwater Café · Penalty points	On-device 32B	2 sources	862e5c…9f6a
18,441	03:40	Agent	Cast management pack	Linden & Moss · September	On-device 32B	4 sources	ba86fa…b149
18,440	03:06	Agent	Drafted client query	Calder Street Dental · Accounts	On-device 32B	1 source	df6471…0c49
18,439	03:05	Agent	Flagged 2 invoices missing	Calder Street Dental · Accounts	On-device 32B	2 sources	dac039…d99a
18,438	02:47	Agent	Cast property update	Dr Nana Osei · MTD Q2	On-device 32B	3 sources	289990…c64d
18,437	02:31	Agent	Cast VAT return	Skelwith Joinery · VAT to 30 Sep	On-device 32B	4 sources	13b13d…53dc
18,436	02:15	Agent	Flagged private use	Rowe Garden Design · MTD Q2	On-device 32B	3 bank lines	f88da1…3192
18,435	02:14	Agent	Cast quarterly update	Rowe Garden Design · MTD Q2	On-device 32B	4 sources	0d4df4…1c80
18,434	02:11	Agent	Read bank import	Rowe Garden Design · MTD Q2	—	214 lines	605694…6dd1
18,433	01:58	Rules	Policy checked · v14	3 clients · MTD Q2 casts	—	—	4ae7dc…dbf1

05 / 05

Rules and the Strongroom

The partner sets the Rules: which models may run, what the Clerk may do by itself and what always waits for a ruling. Processing runs on the practice's own hardware, and the Strongroom keeps one encrypted compartment per client.

On this screen

This practice keeps the optional cloud model off. It's off by default and never switches itself on.
Emailing a client needs a partner's ruling.
Xero, Microsoft 365 and Dext connect read-only.

Cast & Rule product tourScreen: Rules and the Strongroom

GovernanceRules and the Strongroom

Search clients, workpapers, the Ledger⌘K

Tue 13 Oct 2026

Rules and the Strongroom

What may run, where client data lives, and what needs a partner. Policy v14, set by Anna Bennett FCA on 2 Oct 2026; every change is posted to the Ledger.

Policy historyPropose a change

Models

which models may run, and on what

Models the Rules allow
Model	Runs on	Client data	Status
On-device 32Bdrafting, casting, checks	Local hardware, Harrogate	May read	Allowed
On-device 8Bsorting, matching receipts	Local hardware, Harrogate	May read	Allowed
Cloud model, UK regionwording of templates only	UK data centre	Never	Off

Actions

what the agent may do by itself

Actions and the rule for each
Action	Rule
Read statements, invoices and receipts in the Strongroom	Allowed
Cast workpapers, returns and letters	Allowed · as drafts
Email a client, or send anything outside the practice	Needs a partner's ruling
File with HMRC or Companies House	Partner files · never the agent
Start a new Schedule, or change one	Needs a partner's ruling
Send client data to a cloud model	Never
Read one client's data while working on another	Never
Change or delete a Ledger entry	Never

The Strongroom

where client data is keptOnline

Location: United Kingdom, on the practice's own machineLocal hardware, Harrogate, with an encrypted store for each client.
Boundaries: One compartment per clientA workpaper reads only its own client's sources.
Training: Never trains models on client dataClient content is read only to do the task.
Retention: Set by the practice, by record categoryAML due-diligence records are generally kept five years after the relationship ends. The Ledger keeps fingerprints, never content.

Sources

connections the rules control

File dropPDF and CSV statements, invoices, receipts
XeroRead-only, through Xero's official API
Microsoft 365Mail and files, through Microsoft Graph
DextReceipts and invoices, read-only

How they run: On local hardware, under these RulesRead-only first. A write to any connected system waits for a partner's ruling on that exact action, and every call is posted to the Ledger.

Product film

One morning, from the Desk to the partner

Twenty-five seconds of the product tour: the queue the Clerk prepared overnight, one working paper, and the partner's review.

The partner reviews it line by line, with the evidence beside each figure, and it waits for their ruling.

Follow one working paper from preparation to partner review. Silent.

Where this goes next

If you want to test one workflow at a practice like yours, read the pilot scope; if you want to start with policy, take the template.

Discuss a scoped pilot Estimate your hours

Questions partners ask

Questions about the tour

Can I try signing something off?

No. Sign-off, the double rule, belongs to the named partner, so the Rule off button is marked Partner only and the tour stops at Awaiting partner. No record in the tour is shown as ruled.

What happens next if I'm interested?

Read the pilot scope. The pilot is one workflow, such as a review of a group of clients' MTD quarterly updates or a management pack, run for six weeks at one practice, supervised and measured before and after, with a written exit. Send an enquiry or email us today.

The Desk: the partner's morning

The Desk

For ruling

Clients

Deadlines3

Overnight

A cast workpaper

Quarterly update · Q2 2026–27

Self-employment: cumulative totals

Evidence

Ruling: the partner's review

Rowe Garden Design · Q2 update

MTD quarterly update · self-employment

Notes to resolve2

The Ledger, in order

The Ledger

Rules and the Strongroom

Rules and the Strongroom

Models

Actions

The Strongroom

Sources3

One morning, from the Desk to the partner

Where this goes next

Questions about the tour

Deadlines

Notes to resolve

Sources