BAT Software Update History Tracker

Discover our software’s version updates and release notes. Stay current with our latest features and improvements.

New Business Book / Charlie Founded

In 2014, BAT Software took its first steps with its founder, Charlie, laying the groundwork for what would become a pioneering venture in compliance automation.


File Checking Tool V1


BAT Software introduced its File Checking Tool V1, marking its official entry into the realm of compliance automation with an innovative solution for file verification.

Training and Competence (T&C) / Exams

BAT Software expanded its offerings in 2016, introducing Training and Competence (T&C) modules along with Exams functionalities. This addition provided comprehensive compliance solutions to its growing client base, focusing on enhancing employee training and competency within financial institutions.




Building on its commitment to excellence, BAT Software launched its Audits module in 2017, empowering financial institutions to conduct thorough and efficient compliance audits.


Recognising the need for streamlined client management, BAT Software unveiled its CRM (Customer Relationship Management) system in 2018, enhancing customer engagement and satisfaction.


Workflow Integration


BAT Software further optimized its offerings in 2019 with the introduction of Workflow Integration capabilities, enabling seamless integration of compliance processes into existing workflows.

Client Portal - Mike Clifford

In a significant development, BAT Software introduced its Client Portal, spearheaded by industry expert Mike Clifford, enhancing client communication and accessibility to compliance data.


Peter Hall and Further Workflow Advancements


With the addition of Peter Hall to its team, BAT Software continued to advance its sales and development through workflow capabilities, cementing its position as a leading provider of compliance automation solutions.

Robo Paraplanning was introduced and BAT Reached 500 Users

The company achieved a major milestone in 2022 as it reached 500 users, The Robo-paraplanning tool was introduced revolutionising the efficiency and accuracy of compliance processes.


1500 Users, Robert Jones Joined - Tasks and Activity Management Revamp


BAT Software experienced rapid growth in 2023, surpassing 1500 users. With the addition of Robert Jones to its team, the company are now focussing heavily on market position and the BAT product is changing market share drastically. BAT also revamped its Tasks and Activity Management system, further enhancing productivity and compliance effectiveness.

BAT AI Roadmap

BAT will make a significant announcement by unveiling its AI roadmap, marking a pivotal moment for the industry and in the company’s journey towards integrating artificial intelligence into compliance automation solutions.



Future Outlook


BAT AI is committed to advancing its AI capabilities, leveraging cutting-edge technologies to provide clients with intelligent, data-driven solutions for navigating complex regulatory landscapes. Further information will be available in due course.

Contact us

BAT Software
Unit 3,
Barnett Way, Barnwood
Gloucester, GL4 3GG

0560 306 9892