AI automation
AI Automation for Accountants
Accountancy firms lose hours every week to chasing, sorting and re-keying. AI is good at exactly that work, as long as client financial data is handled properly. We build automations that plug into the software you already use, with a person approving anything that matters.
Where AI saves time
Client document chasing
Automatic, polite reminders for missing records and signatures, tracked per client, so your team stops chasing by hand before every deadline.
Receipts and invoices into Xero or QuickBooks
Supplier invoices and receipts arriving by email are read and turned into draft bills with the attachment, ready for someone to check and approve.
Inbox triage in busy season
Incoming emails sorted by client and urgency, with routine questions acknowledged and replies drafted for a person to check and send.
New client onboarding
Engagement letters, ID requests and welcome emails sent automatically when a new client signs, with outstanding items chased until complete.
Meeting notes and follow-ups
Client calls summarised into notes and actions, saved against the client and turned into tasks, so nothing agreed gets forgotten.
Safe by design
We're an IT and security team first. Every automation is built with these rules from day one.
Start with our free AI acceptable use policy template.
- Client financial data never goes into free or personal AI accounts
- Only the information each step needs is sent to the AI, using providers with data processing agreements
- A person approves anything that's posted, sent to a client or filed
- Built around your confidentiality duties and UK GDPR, with data kept in UK or EU-hosted services where required
6+ hours a week
saved by an 8-person professional services firm after we automated their follow-ups, lead handling and proposals. Quote turnaround went from 2 days to 15 minutes.
Related reading
AI for accountants: common questions
Yes. We can install a private AI on your own server or in a private UK cloud environment, so prompts and client documents stay under your control. It handles summarising, drafting and searching your own files, and can run fully offline if needed.
Yes, if it's set up properly: business-grade AI services with data processing agreements, only the minimum data sent to the AI, and a person reviewing anything that's filed or sent. Free consumer AI tools shouldn't be used with client data.
Yes. We connect to Xero, QuickBooks, Microsoft 365, Google Workspace and most practice tools with an API or email integration, so your team keeps using the software they know.