Fintech · White-label SaaS platform

Cooper Books

A white-label AI bookkeeping platform for UK accounting firms — a Dext-class alternative that a firm rebrands as its own. We built the brand, the multi-tenant accountant portal, and the companion client app, all designed around one job: kill shoebox accounting.

Client
Cooper & Young
Scope
Brand · Product · Prototype
Surface
Web portal + mobile app
Built with AI
Gemini extraction · "Cooper AI"
app.cooperbooks — firm dashboard
Cooper Books accountant portal dashboard
The challenge

Accounting firms were drowning in paper and re-keying.

Clients still mail in shoeboxes of receipts. Junior staff burn hours typing them into the ledger. The market leader (Dext) is powerful but expensive and unmistakably someone else's brand sitting inside the firm's workflow.

Cooper & Young wanted to offer their own clients a capture-to-books pipeline — under the firm's name, not a vendor's — without building a software company from scratch.

What we built

One platform. Every firm gets their own.

A multi-tenant architecture — Platform → Firm → Company → User, isolated by row-level security — so each firm runs a fully branded instance. AI does the heavy lifting; the accountant stays in control.

Firm-wide pulse

A live dashboard across every client company — receipts, review queue, missing docs, VAT reclaimable, auto-post rate.

Cooper AI extraction

Gemini reads each receipt and codes it in seconds; an approval queue keeps a human on the wheel.

Client mobile app

Snap a receipt, voice-enter, or flip to dark mode — a 10-second capture loop that even reluctant clients use.

White-label by design

Brand colour, logo and sub-domain per firm — the platform disappears behind the firm's identity.

Cooper Books client mobile app
Client app — the 10-second capture loop
Cooper Books mobile presentation
Per-firm branding — the same app, re-skinned
The outcome

Delivered as a 20-piece brand-and-product dossier plus a fully clickable prototype — portal and mobile app — ready to put in front of partners and investors.

Brand identityOpen-book markFraunces + InterMulti-tenant UXRLS architectureGemini AIMobile appClickable prototype
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