AI automation for accounting firms
Stop chasing clients for paperwork. Let a system do it.
Most small practices lose their margin to document chasing, manual data entry and repetitive client queries. We build AI systems that handle the grind - so qualified staff do qualified work.
What we automate for accounting firms
Client document collection
Today
Staff send the same chasing emails for bank statements, receipts and records - then chase again, then again, then re-chase the stragglers in deadline week.
Automated
Automated, polite, persistent document collection: clients get reminders that escalate appropriately, uploads are checked for completeness, and a dashboard shows exactly who still owes what.
→ Deadline-week panic becomes a glance at a dashboard. Typical saving: 5–10 staff hours per week.
Invoice & receipt data entry
Today
Photos of receipts, PDFs of invoices, handwritten records - keyed into Xero, QuickBooks or Sage by hand, error by error.
Automated
AI document processing reads invoices and receipts (even bad photos), extracts and categorises the data, posts it to your ledger software, and flags only the genuinely ambiguous ones for human review.
→ Bookkeeping throughput multiplies without new hires - and fewer keying errors to find at review.
Client onboarding & engagement letters
Today
New clients mean AML checks, engagement letters, software invites and chasing signatures - hours of admin before any billable work starts.
Automated
One trigger runs the whole sequence: identity checks ordered, engagement letter generated and e-signed, ledger access set up, welcome pack sent, tasks created.
→ Onboarding drops from days of elapsed admin to minutes of oversight.
Routine client queries
Today
"What's my VAT deadline?" "Can you resend my P60?" "What expenses can I claim?" - the same questions, answered one email at a time.
Automated
An AI assistant grounded in your knowledge base and each client's actual records drafts accurate replies for staff approval - or answers a defined safe set directly.
→ Partners and seniors stop being interrupted by questions a system can answer.
How it works
We start with a fixed-price Automation Audit (£950): two weeks mapping how work flows through your firm, ending in a prioritised plan with the ROI of each automation. Practices usually discover the audit findings map directly to their busiest pinch points: January, VAT quarters, and month-end. If we then build for you, the audit fee is credited in full.
Builds are fixed-scope sprints from £4,500 - never hourly, never open-ended.
Find out what your firm could automate
A free 25-minute call. We will tell you honestly whether automation is worth it for your business - and exactly where to start.