Accountancy firms running on manual processes spend too much time on work that should run itself. We build automation that handles the routine admin — client reminders, report delivery, document requests — without disrupting how you work.
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Accountancy practices run on recurring work. The same deadlines, the same client reminders, the same requests for bank statements and receipts, the same reports that need to go out every month. A lot of it is predictable. A lot of it is therefore automatable.
Most firms are running this on a combination of manual effort, calendar reminders, and someone reliable who remembers to chase things. That works until it does not — and it tends to stop working when the reliable person is on leave, or when the client list grows to the point where the system starts leaking.
We help accountancy firms build the infrastructure to make the recurring work happen automatically, without anyone having to remember to do it.
What we automate for accountancy firms
- Self-assessment and VAT deadline reminders — sequences that go out weeks and days before each deadline, calibrated to your client list
- Document requests — automated prompts for bank statements, receipts, and records, with follow-up if nothing arrives
- Report delivery — management accounts, payroll summaries, and other scheduled reports sent automatically on completion, rather than waiting for someone to remember
- Client onboarding — new client welcome sequences, engagement letter reminders, ID check prompts
- Billing chasers — invoice reminders that run on a schedule so your team is not spending Friday afternoons on the phone
- Internal handover alerts — notifications triggered when a job moves between stages or teams, so nothing waits in a queue
The common thread: tasks that happen on a schedule, follow a predictable pattern, and currently rely on a person to initiate them.
AI tools that handle sensitive financial data safely
Financial records, client correspondence, and personal tax information require proper handling. For practices where sending data through external cloud services is a genuine concern — or where clients require assurance that their information stays private — we offer on-premises AI configuration.
Local models run on hardware inside your office. Nothing is processed through a third-party API. No client data goes to an external server. The hardware is yours, the data stays with you, and you can tell clients that with confidence.
This is directly relevant for AI-assisted tasks like summarising lengthy correspondence, categorising transactions, or producing first-draft client reports. These are tasks AI handles well — but only if you can do them without the data leaving your building.
Integrations we work with
We build on top of the tools accountancy firms already use rather than asking you to replace them. Commonly: Xero, QuickBooks, FreeAgent, Practice Manager platforms, and standard CRM and email systems. If your current stack is unusual, that is worth discussing early.
A practical starting point
The quickest wins in an accountancy practice are almost always in the recurring communication cycle: the reminders, the chasers, the scheduled reports. These are low-disruption to build, high-impact in daily use, and easy to extend later.
A half-hour call is enough to identify which tasks in your practice would benefit most from automation, and whether the sensitive data angle changes the approach.