MiniMax M3.1 Flash: What Ledgerline's accountancy practices want built next

Scorecard

The analysis

This model produced no usable analysis for this task.

The survey it planned

4 screening questions and 8 questions, as the model wrote them.

1. S1

   Do you make or influence decisions about which software your practice uses?

   One answer
   • Yes
   • No

   Continues if Yes

2. S2

   Is your practice currently using Ledgerline?

   One answer
   • Yes, we currently use Ledgerline
   • No, we have stopped using Ledgerline
   • No, we have never used Ledgerline

   Continues if Yes, we currently use Ledgerline

3. S3

   Which of the following best describes your practice?

   One answer
   • A UK accountancy practice
   • A UK bookkeeping practice
   • A UK practice providing both accountancy and bookkeeping services
   • An accountancy or bookkeeping practice outside the UK
   • Another type of organisation

   Continues if A UK accountancy practice; A UK bookkeeping practice; A UK practice providing both accountancy and bookkeeping services

4. S4

   How many people work at your practice, including you?

   One answer
   • 1 person (sole practitioner)
   • 2–9 people
   • 10 or more people

   Continues if 1 person (sole practitioner); 2–9 people; 10 or more people

5. Q1

   In a typical week, what most slows down your practice's work when using Ledgerline? Please describe the task and the problem it creates.

   Open text
6. Q2

   Thinking about the past three months, which of the following have caused delays, extra checking or rework in your practice while using Ledgerline? Select up to three.

   Any that apply
   • Bank transactions had to be categorised manually
   • Bank transactions were categorised incorrectly
   • A bank-feed connection was broken, disconnected, or missing transactions
   • Client records had to be updated manually
   • Client documents had to be requested or chased outside Ledgerline
   • Making Tax Digital (MTD) submissions had to be prepared, checked, or submitted one client at a time
   • Deadlines were difficult to track or meet
   • None of these
7. Q3

   Thinking about the next six months, please rank the following four Ledgerline improvements from most to least useful for your practice. If two improvements are equally useful, place them in either order.

   Ranking
   • More reliable bank feeds (fewer broken connections)
   • AI categorisation of bank transactions
   • A client portal for requesting documents
   • Bulk Making Tax Digital (MTD) submissions
8. Q4

   In the past 30 days, how often has your practice experienced a bank feed that was broken, disconnected, or missing transactions?

   One answer
   • Never
   • Once
   • 2–3 times
   • 4–10 times
   • More than 10 times
   • We do not use Ledgerline bank feeds
9. Q5

   How useful would AI categorisation of bank transactions be for your practice if it accurately categorised most transactions and flagged only uncertain items for review?

   Scale

   Scale 1-5: Not at all useful to Extremely useful

10. Q6

    Suppose Ledgerline offered AI categorisation as a paid add-on on top of your current plan, accurately categorising most transactions and flagging only uncertain items for review. What is the maximum additional amount per user per month that your practice would be willing to pay?

    One answer
    • £0 — we would not pay for it
    • £1–£4 per user per month
    • £5–£9 per user per month
    • £10–£19 per user per month
    • £20–£29 per user per month
    • £30 or more per user per month
    • Not sure
    • Not applicable — our practice does not categorise bank transactions
11. Q7

    Which Ledgerline plan is your practice currently on?

    One answer
    • Free plan (one user)
    • Paid plan
    • Not sure
12. Q8

    In a typical week, how often does your practice use Ledgerline?

    One answer
    • Several times a day
    • About once a day
    • Several times a week
    • About once a week
    • Less than once a week