Client onboarding
Engagement letters, ID checks, and record requests sent, chased, and logged automatically. New clients ready for work in days, not weeks.
For accountants & bookkeepers
MTD is coming. The extra admin doesn’t have to.
Client onboarding, records chasing, and filing pipelines that run themselves, so your practice serves more clients without hiring.
What we automate for practices
The unbillable hours between you and your clients’ numbers.
Data-request chasing
The polite, persistent chasing of bank statements and receipts, done by the system, on schedule, with a clear status board of who’s still missing what.
Quarterly-filing pipelines
As digital filing obligations grow, a pipeline that tracks every client’s period, status, and outstanding records, so no deadline catches you out.
Questions practices ask
How does an AI consultancy help a small accountancy practice?
By automating the admin around the numbers, not the accounting itself: onboarding packs, records chasing, deadline tracking, and client updates run automatically, while you and your software handle the actual tax and accounts work.
Does this replace my practice software?
No. It sits around whatever you already use: email, spreadsheets, your existing practice tools, and automates the chasing, tracking, and reporting between them. Nothing to migrate, nothing new for your team to learn.
What does automation cost for a small practice?
A fixed quote per workflow, agreed in writing before we start. The free 15-minute call gives you an honest number, and an honest opinion on whether it’s worth it for your practice yet.
Is client data safe under GDPR?
We agree in writing what’s processed, where it lives, and what’s excluded before anything touches real client data, and pilots run on dummy data until you’re comfortable.
One workflow. Fixed price. Weeks, not months.
Tell us the task your practice groans about. We’ll tell you honestly if automation pays back.