AI for accountants
Your accountants should be advising clients, not chasing receipts.
Chasing paperwork, sorting receipts, answering the same client questions and drafting letters take hours every week, and far more in January. We find which of them AI can handle, and train your team to use it.
- Accountants and bookkeepers
- For practices of 5 to 50 staff
- £600 to get your team started
Where AI helps
Six places practices lose hours every week.
These are the tasks we usually look at on an office day. Some only need a training day. Others are worth a custom tool.
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Custom tool
Chasing clients for records
- The problem
- Half of January goes on asking clients for the same bank statements, again.
- How AI helps
- Polite, specific reminders sent on a schedule, listing exactly what’s still missing.
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Custom tool
Sorting receipts and invoices
- The problem
- Clients send photos, PDFs and shoeboxes, and someone has to sort them.
- How AI helps
- Documents read, named and filed by client and period, with anything unclear flagged.
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Training day
Client emails
- The problem
- The same questions every week about deadlines, allowances and what clients can claim.
- How AI helps
- Replies drafted from your own guidance, checked by an accountant before sending.
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Training day
Management accounts commentary
- The problem
- The numbers are ready, but the covering notes take another hour per client.
- How AI helps
- A first draft of the commentary from the figures, for the accountant to sharpen.
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Training day
Engagement letters and onboarding
- The problem
- New clients mean letters, forms and checklists, all put together by hand.
- How AI helps
- Letters and checklists drafted from your templates and the client’s details.
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Custom tool
Client call notes
- The problem
- Actions from client calls live in someone’s notebook.
- How AI helps
- Calls (with the client’s agreement) summarised into notes and actions on the client file.
Do the maths
One job, counted in hours.
120 clients to chase times 4 reminders each times 5 minutes per reminder equals 40 hours every tax season.
That’s a full working week, spent asking for paperwork.
This is a worked example to show the scale, not a promise. On the office day we measure your real numbers.
What stays human
Some things AI shouldn’t touch in accountancy practices.
- Tax advice and judgement. AI can draft. An accountant decides.
- Filing and sign-off. Nothing goes to HMRC or Companies House without a qualified person checking it.
- Difficult conversations. News about a big tax bill comes from a person.
If AI isn’t the right fix for your business, we’ll tell you in the free audit.
How it works
Four steps, with the prices up front.
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Free audit
How your business runs, who does what, which software you use, and how much AI you use already.
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Office day
We watch 3 time-consuming tasks being done, take notes and record.
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Training day
Your team learns to use AI on the exact tasks we saw, so it’s useful from day one.
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Custom AI tools
Where a task needs more than training, we set up the tool and train your team on it.
Free 1-hour audit
Find out where your week is going.
Tell us four things and we’ll email you to find an hour that suits. You’ll come away knowing where AI could save your team time, and where it couldn’t. Free, and no obligation.
No phone number needed.