Less Time Chasing. More Time on Work That Bills.
Accountancy practices lose 10–15 hours a week to admin that doesn't bill — chasing clients for records, onboarding new clients by hand, sending deadline reminders one at a time. We automate the repetitive layer so your team can focus on the work that actually matters.
✓ 5+ hours/week guaranteed or full refund · ✓ Report in 5 days
10+ hrs
saved per week on average
Currently losing
10–15 hrs/week
to repetitive admin
The problem
What's eating your time?
These aren't random inefficiencies. They're the same tasks, every week, taking the same amount of time — because nothing has been set up to handle them automatically.
Chasing clients for documents eats your mornings
You send the same request emails for bank statements, receipts, and payroll data month after month. Half the time you chase twice. It's billable time going to work that should be automated.
New client onboarding is slow and manual
Every new client means engagement letters, AML checks, fact-finds, and setting up accounts across multiple systems. It takes longer than it should, and it relies on someone remembering each step.
Deadline tracking is held together by hand
Self-assessment deadlines, payroll runs, VAT quarters, Companies House filings — you're managing it across spreadsheets, practice management software, and a healthy dose of anxiety.
What we build
What we automate for accountants
These are the specific workflows we've identified and automated across accountants businesses. Each one is built around your existing tools and processes — not a generic template.
Client document chasing
Automated reminder sequences that escalate from polite to firm, triggered on a schedule and tracking who has responded — so nothing goes out the week before deadline.
New client onboarding
Welcome email, fact-find form, AML checklist, and engagement letter sent and tracked automatically. New clients move from enquiry to onboarded without manual steps at each stage.
HMRC and filing deadline reminders
Personalised deadline reminders sent to each client at the right intervals — without manually emailing 50 people the same message every quarter.
Proposal and engagement letter generation
Client details pulled from your CRM into proposal templates, generating a ready-to-send document in minutes rather than 20 minutes of copying and reformatting.
Payroll data collection
Monthly payroll requests sent to clients automatically, with follow-up triggered if nothing comes back by a set date. No more chasing on the morning payroll is due.
Post-filing client check-ins
Automated check-ins after key filings that capture feedback and flag anything needing attention — before a client quietly starts looking elsewhere.
How we deliver it
The services we use
Most accountants engagements combine two or three services. The AI Assessment tells you exactly which ones apply to your situation.
Process Optimisation
Map your workflows and find the hours hiding in plain sight
⏱ 2–3 weeks
Learn more →
£1,000–£3,000No-Code Automation
Connect your existing tools and automate the repetitive steps
⏱ 1–2 weeks
Learn more →
£3,000+Custom AI Assistants
A GPT trained on your business that answers like you would
⏱ 2–4 weeks
Learn more →
5+ Hours Saved Per Week — Or Your Money Back
Every engagement begins with the AI Assessment. If we can't identify at least 5 hours of weekly time savings in your business, you get a full refund. No questions asked. We've done this enough to be confident in that commitment.
Book Your AI Assessment — £249Questions
Common Questions
Does this work with Xero Practice Manager, IRIS, or TaxCalc?+
We've built automations for the major UK practice management platforms. Most connect via Zapier, direct API, or both. The AI Assessment maps your exact stack and confirms what's possible before you spend anything.
Are there compliance implications for automating client communication?+
We build on your existing systems and accounts — client data stays where it is. The automations we create are templates you control, not black boxes sending messages without oversight. We also help document the workflows for your compliance files.
We're a small practice with fewer than 80 clients. Is this worth it?+
Below 80 clients, it depends on which specific tasks you're doing manually. The free AI Audit gives you an honest picture rather than us guessing. Some smaller practices have the most to gain; others are better served by the AI Assessment first.
Can AI help with drafting client letters and reports?+
Yes. We build custom AI assistants trained on your templates, letter styles, and tone. They draft responses and documents for you to review and send — cutting the time to produce standard correspondence from 20 minutes to two.
Ready to Get Started?
Book the AI Assessment and get a custom report showing exactly which tasks in your accountants business can be automated — and what you'll get back.
Book Your AI Assessment — £2495+ hours/week guaranteed or full refund · Custom report in 5 days · 30-minute review call included
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