The Partner Pilot

Try Ookkee on one client on us.

See the accuracy, the capacity and the reporting for yourself, on a real client, with no tie-in and no risk. If it's not right, we fix it free. Most partners decide within one month.

Bookkeeping Team of the Year — 2024 Winner
How the pilot works

A risk-free path from “show me” to “sign me up”

No big commitment. Start with a free look at one client's data, let us prove it on a real month, then decide with the numbers in front of you.

1

Free Health Check+

We run a data-health check on one client (Xero or QuickBooks) using Dext Precision — then fix the top issues, not just flag them, and hand back a before/after health score.

2

One month, on us

We take the bookkeeping for one nominated client for a full month — free — and deliver a clean month-end pack (and a forecast snapshot if you want one).

3

You decide

Like what you see? We roll that client onto simple, transaction-based pricing and you add more. Don't? Walk away — you've lost nothing.

Choose your pilot

Five ways to take Ookkee for a test drive

Pick the one that fits where you're feeling the pain. We'll tailor it on the call.

MOST POPULAR

One Client, One Month — On Us

We do a full month's bookkeeping for one of your clients, free, ending with a clean month-end management pack. The clearest way to judge us — on real work, not a sales pitch.

Best if: you're capacity-constrained and want proof of the done-for-you service.
QUICK WIN

Health Check+ — find it and fix it

Our free data-health review using Dext Precision — but we remediate the top issues on the spot and give you a before/after health score, so you see us improving the file, not just listing problems.

Best if: you want a fast, low-commitment first taste.
HIGH IMPACT

The Rescue — pick your worst client

Nominate your messiest or most-behind client — or one with a looming VAT/deadline crunch — and we bring it up to date, to deadline. High-pressure proof that we can sort the hard stuff.

Best if: you've a backlog or a problem client draining your team.
FOR GROWTH

The Next Win — capacity on demand

Route your next new client to us for onboarding and the first month or two. Test the “scale without hiring” promise with zero disruption to your existing book.

Best if: you're winning work faster than you can resource it.
FOR CFOs / FDs

The Advisory Pack

A free month-end close plus a Futrli 3-way forecast and board pack for one portfolio client — so you can walk into your next board meeting with Ookkee-produced numbers.

Best if: you're a fractional CFO/FD who lives in the reporting.
FLEXIBLE

The Parallel Run

Prefer to keep control? We run a client's books alongside you for a month so you can compare our output with yours, side by side, before changing anything.

Best if: you want certainty before you hand anything over.
Why it's genuinely risk-free

The promises behind every pilot

Accuracy guarantee

If the numbers aren't right, we fix them free — or that month's on us.

No tie-in

Rolling monthly, cancel anytime. The pilot commits you to nothing.

Done-for-you setup

We handle the Xero/Dext migration and configuration. You lift almost nothing.

Your client stays yours

Open partnership, no poaching. We sit behind you, never in front.

Getting started

Four steps, starting with a 20-minute call

1

Discovery call

A quick chat about your firm and where the pressure is. We recommend the right pilot.

2

Pick one client

You nominate a single client. We handle setup and migration — minimal lift for you.

3

We deliver

We do the work and hand back clean numbers, a health score or a month-end pack.

4

You decide

Roll on with transaction-based pricing, or walk away. No pressure, no cost.

Ready when you are

Take Ookkee for a test drive on one client.

Book a 20-minute discovery call and we'll recommend the right pilot for your firm — no obligation, no cost to find out.

Book a discovery call →
Or talk to us: 01202 120920  ·  team@ookkee.co.uk