Torsor

What we believe

In the age of AI, the firms that win will know more, not less.

AI makes it easier than ever to start a firm and to produce work. It does not make anyone a better adviser. The firms that last will be the ones whose people know their clients, and their craft, better than before.

Anyone can now set up a firm with a laptop and AI. What sets a firm apart is what its people know.
Without professional scepticism, centuries of institutional knowledge are at risk. Answers that sound right are not the same as answers that are right.
People must be able to stand on their own. To hold a real conversation, meet a client or sit in a board meeting without relying on AI, and to say honestly when they do not know.
The pursuit of knowledge is the differentiator. For the person and for the firm.
Torsor's AI prepares the person. It never stands in for them.

The problem

Knowledge is being lost

AI only knows what it has been given. It cannot read how a client feels, how they think, or what a relationship rests on. When people reach for an instant answer instead of learning it themselves, the knowledge the profession was built on goes with it.

Firms are short of people

Many firms already turn work away because they do not have the people to do it. More work does not help. Growing the people you already have does.

What Torsor does

From the accounts, to the conversation, to the capability.

1

Start from the accounts you already prepare

Torsor works from the year-end accounts your firm prepares, once an accountant has confirmed the figures. It turns them into a clear, plain-English picture of the year for each client, in your firm's own portal and brand.

2

Know what to raise, and why

From the same figures, fixed rules pick out what is worth raising with each client. Your staff see the point, the figures behind it and the words to use, so a junior can hold the conversation with confidence.

3

Turn conversations into capability

Each conversation builds the person holding it. A skills map shows what each person can do. Before a call, they check they can explain each point. When the client asks something, they answer honestly:

Green: I know.
Amber: I think so. I will check and come back to you.
Red: I don't know. Let me find the right person.

Ambers and reds become a promise to follow up and a pointer to the right training and CPD.

Where it stands. The client pages are built and shown here on sample figures. The staff review, the call script and the capability tools are in design. The advisory service lines come later. Nothing is in use with real clients yet.

See it

What it looks like.

Screens from Torsor as it is being built, on a fictional client with sample figures. Your firm's name and colours replace the placeholder brand.

What your client sees

Their year in plain English. Each number says what it is, whether it is good, and which way it is moving. Your firm chooses what appears, and it carries your brand.

Built, on sample figures

Illustrative client portal, sample figures. A report for Larkspur Trading Ltd, year to 31 October 2024, opens with the sentence: A strong year. Sales rose 10% and profit grew far faster, and you are carrying a third less debt than a year ago. Below it, operating profit of £150.9k marked Strong and turnover of £3.63m marked Growing, each with a three-year trend line and a plain-English explanation. The left rail reads Your firm.

Illustrative, sample figures. The same client report on a phone: the headline sentence about a strong year, This year and Four years buttons, and the operating profit card.

What your staff see

The points worth raising with this client, the figures that triggered each one and the words to use. The same accounts always raise the same points, because the rules are fixed and written down.

In design, a clickable mockup

Illustrative staff screen, sample figures. Accounts review: what to raise with Sam. Tiles show 16 points to raise, 3 of 9 waiting on a reviewer, 10 of 28 needing more than the accounts, and 11 checked with nothing to raise. The first point, Is the business profitable after regular drawings, shows that dividends of £90,000 ran ahead of £81,800 profit after tax, with the figures for both years and suggested wording for the client.

When the client asks something

Nobody knows everything. Green, amber or red gives your people an honest answer every time, and turns anything they do not know into a follow-up, and a reason to learn.

Concept, in design

Illustrative staff screen. When Sam asks you something: three cards. Green, I know: answer it, then check it makes sense for how the client runs things. Amber, I think so: say you want to be sure, check with your reviewer and come back by Friday; Torsor logs a promise. Red, I don't know: say you do not want to guess and will find the right person; Torsor passes it to your reviewer.

A fair question

Why not just use Xero?

Free dashboards from bookkeeping software are now common, and they are useful. Torsor does a different job.

Question	Ledger dashboards	Torsor
Where the figures come from	The client's live bookkeeping	The year-end accounts your firm prepared and an accountant confirmed
Which clients	Clients on that software	Every client whose accounts you prepare, whatever ledger they use
Who judges the numbers	A comparison with anonymised users of the software	Your firm, through fixed rules a partner can read and override
Whose brand	The software's	Yours, in your own client portal
For your staff	A portfolio view	What to raise with each client and why, written to teach

The two work side by side. A client on Xero keeps a live view of their books. Torsor is your firm's considered view of the year, and the conversation that follows it.

Trust

Rules, not guesswork.

These are the rules Torsor is built to.

Every figure by fixed rules

Torsor reads the figures from the accounts and checks the arithmetic. An accountant confirms them. Every number after that is calculated in code from the confirmed figures, the same way every time.

AI writes words, never decides

AI may help draft the wording. It never produces a figure and never decides which figure matters. A person at your firm reviews everything before a client sees it.

Held in the UK, each firm apart

Torsor runs in Microsoft's UK cloud. Each firm's data is walled off from every other firm's by the database itself, not only by the application.

Client context stays with staff

What your firm knows about a client beyond the accounts is for your staff only. By design, the client portal has no route to it.

For your firm

More capacity from the people you have.

Capacity

Staff arrive at each client conversation prepared, with the points and the figures in front of them. Partners spend less time briefing and more on the work only they can do.

CPD that comes from real work

Gaps found in real client conversations point to the right training. Completed learning, with a short reflection, can be recorded as CPD.

Development you can see

A skills map shows what each person can do today and what to develop next, against the work your firm wants to win.

One subscription for the whole firm, not per user.

Full pricing when we open.

Private preview

Be first in.

Torsor is in private preview. Leave your email and we will be in touch when we open.

Know your clients. Grow your people.