Win clients, keep it simple
Business owners choose an accountant they trust and understand, and social is where that trust starts. Optimate learns your firm's voice and turns deadlines, tips and updates into clear, on-brand posts across every platform — scheduled around your busiest seasons.
Free plan available — no credit card needed.
Where accountancy firms lose time on social
Busy season eats everything
When clients need you most, your own marketing goes quiet.
Making finance approachable
Dry, jargon-heavy posts don't win owners; clear, on-brand ones do.
Staying visible year-round
Consistency builds the trust that referrals are made of.
Social media, handled — for accountancy firms
Optimate learns your brand once, then plans, writes and schedules on-brand posts across every platform from a single login — so keeping your accountants & bookkeepers visible stops being a daily scramble.
AI content in your voice
Set up your brand kit once — voice, audience, the words you'd never use — and Optimate writes captions that sound like your accountancy firm, not like a template.
On-brand images & designs
Generate images and typeset designs in your colours and logo — no designer, no stock-photo hunt.
Plan a full week in minutes
See everything on one calendar, schedule across all your platforms at once, and stop posting reactively.
Analytics & recommendations
One dashboard for every platform, plus plain-English suggestions on what to post next and when.
Consistent brand, every post
Colours, tone and rules are applied automatically, so everything you publish looks and sounds like you.
Bring your team in
Invite staff or a freelancer with the right permissions — unlimited team members from Studio up.
From blank calendar to a week of posts
- 1
Connect your channels
Facebook, Instagram, X, LinkedIn, TikTok, YouTube, Threads, Pinterest, Bluesky and Google Business.
- 2
Set up your brand kit
Tell Optimate your voice, audience and colours once. It uses them on everything it writes and designs.
- 3
Generate, schedule, done
Get on-brand posts in seconds, drop them on the calendar, and let Optimate publish them for you.
Common questions
Is Optimate a good fit for accountancy firms?
Yes. Optimate is built for small teams that need to stay visible on social without a full-time marketer — it learns your brand and does the heavy lifting of writing, designing and scheduling.
Which platforms can I post to?
Facebook, Instagram, X, LinkedIn, TikTok, YouTube, Threads, Pinterest, Bluesky and Google Business.
Do I need any design or marketing skills?
No. You set up your brand once, and Optimate writes the captions, makes the images and schedules everything. You just review and approve.
Do I need a card to try it?
No. Every paid plan starts with a 14-day Pro trial that needs no card — you only pay if you decide to stay.
Free tool: check your social bio
See how your profile bio and link read to a new visitor — a 30-second check, no signup.
Try the bio checkerKeep your accountants & bookkeepers visible — without the daily grind
Set up your brand once and let Optimate plan, write and schedule your social media. Start free — no card, cancel anytime.
- Free plan — no credit card needed
- Cancel or change plan any time