What GoProposal does

GoProposal is a UK-based software company that builds cloud-based proposal, pricing, and client engagement software purpose-built for accountants and accounting firms. The platform centres on a configurable pricing matrix, professional proposal templates, and a Contact Hub that consolidates client and prospect data, enabling consistent pricing across a firm and faster, more transparent client engagements. It is operated as a wholly-owned subsidiary of Sage plc (LSE: SGE) and marketed under the 'GoProposal by Sage' brand, headquartered in Manchester with the product deployed internationally in the UK, Ireland, USA, Canada, Australia, New Zealand, South Africa, and Norway.

The product is structured as a modular suite: a core GoProposal subscription is augmented by two optional add-ons — OverSuite, which auto-updates engagement letters quarterly against UK legislation and provides 60+ service schedules, and GoProposal AML, which provides KYC checks, risk assessments, PEP/sanctions screening, and identity verification (basic, document, and biometric) for UK AML compliance. The platform is differentiated by deep two-way integrations with the dominant accounting and practice management stack — Xero, QuickBooks Online, Sage Business Cloud Accounting, Dext Precision, AccountancyManager, Senta, Karbon, GoCardless, and Zapier — supporting automatic invoice creation, tax-code sync, contact sync, and post-acceptance workflow automation.

GoProposal monetises through tiered monthly subscriptions (Solo £75, Basic £120, Standard £150, Premium £255 per month, excluding VAT) with no contracts and no minimum commitments, and generates incremental revenue from OverSuite and AML add-ons (£35–£90/month tiers) and pay-as-you-go identity verification fees (£2–£10.85 per check plus £9.95 for international address verification). The go-to-market mixes product-led growth (30-day full-feature free trial, no credit card required, sub-10-minute signup) with inside-sales-assisted demo bookings, distributed globally for the core product and UK-only for the compliance add-ons.

Name

GoProposal

Legal name

GoProposal

Website

https://goproposal.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

GoProposal is a UK-based, Sage-owned SaaS platform that provides proposal, pricing, engagement-letter, and AML compliance software purpose-built for accountants and accounting firms worldwide.

Ownership category

akta.pro rank

Product category

Accounting Practice Management Software

NAICS

Software Publishers (5132), Software Publishers (513210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

E-Procurement & Spend Analytics (BPAIAEAI)

akta.pro secondary industry

Spend Analytics & Reporting Support (BPAAAJAJ)

Keywords

• Accounting practice software
• Client proposal management
• Engagement letter automation
• AML compliance software
• Bookkeeping practice tools

Headquarters

HQ city

Manchester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. GoProposal Core Subscription: Monthly subscription-based pricing tiers (Solo, Basic, Standard, Premium) with varying proposal limits and user seats. No contracts, cancel anytime. All prices exclude VAT.
2. OverSuite Add-on: Optional monthly add-on to GoProposal for engagement letter functionality. Available in Basic (£45/month) and Premium (£90/month) tiers. No contracts.
3. AML Add-on: Optional monthly add-on for KYC and risk assessments. Available in Basic (£35/month), Standard (£60/month), and Premium (£80/month) tiers. Includes per-check pricing for ID verification (Basic £2, Document £5.80, Biometric £10.85).
4. ID Check Fees: Usage-based fees for identity verification checks. Basic Check £2 per check, Document Check £5.80 per check, Biometric Check £10.85 per check. International Address Verification additional £9.95 per check.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

GoProposal provides cloud-based proposal management, client engagement, and compliance software for accounting firms. The platform enables accountants to generate professional, value-based pricing proposals, manage engagement letters, and conduct anti-money laundering (KYC/AML) checks, with native integrations into leading accounting and practice management platforms.

Product overview

GoProposal is a modular proposal software platform for accounting and bookkeeping businesses, comprising a core GoProposal product and two optional add-ons. The core GoProposal platform handles proposal creation, pricing consistency, and client management. OverSuite adds smart engagement letter generation with quarterly auto-updates for UK compliance. GoProposal AML provides KYC checks, risk assessments, and identity verification for anti-money laundering compliance. All three products share a unified Contact Hub and can be activated during the 30-day trial period.

Differentiator

Problem solved

Functional benefit

Brands

• OverSuite: Smart engagement letters software for accountants that helps meet compliance standards. Includes auto-updated engagement letters, over 60 service schedules, and instant e-signatures.
• AML

Products and services

• GoProposal
• OverSuite Engagement letter automation platform for UK accountancy practices, allowing firms to create, customise, e-sign, and manage client engagement letters and terms of business.
• GoProposal AML KYC and anti-money laundering (AML) compliance software that performs client identity and address verification checks for accountancy practices; UK-focused and offered as an add-on to the GoProposal suite.

Quantifiable outcome

• Revenue increases of 4x-8x reported by firms using GoProposal
• +2 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature9 records

Partnerships

Nine partnerships are on record, tiered core and key.

• XerocoreTechnology or IntegrationDeep two-way integration with Xero accounting software. Automates invoice generation upon proposal acceptance, syncs account codes and tax rates, and creates/imports client contacts directly from Xero.
• QuickBookscoreTechnology or IntegrationIntegration with QuickBooks Online enabling automatic invoice creation after proposal acceptance, account code and tax rate synchronization, and client contact management.
• SagecoreTechnology or IntegrationSage Business Cloud Accounting integration for automatic invoice generation, tax code setup, and client data synchronization. GoProposal is a Sage product.
• Dext PrecisionkeyTechnology or IntegrationIntegration pulls real-time client data (Health Scores, Annual Revenue, Monthly Transactions, Bank Transactions, Invoices) from Dext Precision into proposals for data-driven pricing.
• ZapierkeyTechnology or IntegrationZapier integration enables workflow automation between GoProposal and thousands of apps (Google Sheets, Calendar, Drive). Free with active subscription to both tools.
• GoCardlesskeyTechnology or IntegrationDirect debit payment integration through GoCardless. Systematizes payment collection, automates mandate collection after proposal acceptance, with no transaction fees from GoProposal.
• AccountancyManagerkeyTechnology or IntegrationPractice management integration for automatic task generation upon client acceptance, work template matching to line items, and document synchronization to AccountancyManager timeline.
• SentakeyTechnology or IntegrationSenta practice management integration for automated task creation and workflow triggering based on proposal line items and acceptance. Enables contact management across platforms.
• KarbonkeyTechnology or IntegrationKarbon practice management integration for automated task generation, workflow triggering from line items, and contact management. Work templates sync from Karbon to GoProposal.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Karbon: Karbon is a leading practice management platform for accounting firms with workflow automation, collaboration, and client management features. It is both an integration partner and a competitor, as it could expand into native proposal/engagement-letter functionality that overlaps with GoProposal's core offering.
• Canopy: Canopy is a practice management software for accounting firms offering client engagement, workflow automation, document management, and billing tools. Its client engagement and billing modules overlap with GoProposal's proposal-to-invoice workflow.
• Ignition (Practice Ignition): Ignition is the most direct competitor, offering proposal automation, engagement letters, and payment collection specifically for accounting and bookkeeping firms globally. It overlaps with GoProposal's core proposal features and OverSuite engagement letter capabilities, and operates across the same English-speaking markets where GoProposal's compliance add-ons are absent.
• TaxDome: TaxDome is an all-in-one practice management platform for accounting and tax firms with client portal, workflow, document management, and billing features. Its billing and proposal-adjacent functionality competes with GoProposal's core proposal and pricing workflow.
• AccountancyManager: AccountancyManager is a UK-focused practice management suite for accountants with client onboarding, AML checks, and workflow tools. It directly overlaps with both GoProposal's core product and its AML add-on, particularly in the UK compliance-focused use case.
• Senta: Senta is a practice management platform serving UK and US accounting firms with CRM, workflow automation, and client onboarding tools. Similar to Karbon, it is both a GoProposal integration partner and a potential competitor as it could extend its onboarding workflows into proposal generation.

Broad incumbents

• Xero Practice Manager: Xero's practice management suite (Practice Manager, Xero Me, Xero Workpapers) targets the same accountant customer base as GoProposal. As one of the dominant cloud accounting platforms with embedded practice tools, it represents a broad incumbent that could natively absorb proposal/engagement functionality.
• Sage Practice Management: Sage's broader portfolio includes Sage Practice Management and Sage HandiSoft aimed at accounting practices. As GoProposal's parent, Sage could either expand these adjacent products to compete with or absorb GoProposal's functionality.
• Intuit QuickBooks Practice Management: Intuit's QuickBooks ecosystem includes practice management features and the recently expanded Intuit ProConnect offerings for accounting professionals. As a major accounting software incumbent, it represents a broad competitive threat if it expands into proposal automation.

Others

• Dext (Receipt Bank): Dext provides bookkeeping automation and data extraction tools that integrate deeply with accounting platforms and GoProposal (via Dext Precision). It is an enabling technology partner rather than a direct competitor, but its expansion into practice workflows could create adjacent competitive overlap.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/goproposal
• Facebookfacebook.com/goproposal-1163747123745818

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GoProposal