We find exactly where your team's time disappears — and build automation that gets it back. Free assessment, 48 hours turnaround.
Get my free assessment → No pitch. No obligation. Just a clear picture of where AI can help.| — | Month-end reporting takes 3 days and most of it is copying numbers between spreadsheets and reformatting the same template. |
| — | Chasing clients for receipts, bank statements, and approvals is a part-time job. Someone on your team does little else in the week before close. |
| — | New client onboarding requires the same information collected across four different formats — engagement letter, direct debit, software access, KYC. |
| — | Management accounts produced manually every single month from the same template. There is no reason a human needs to do this. |
| — | Your team is doing data entry. In 2026. That should have stopped two years ago. |
Automated report generation from your existing accounting software. Data pulled, formatted, and distributed to stakeholders on schedule. No manual assembly. No reformatting. No 9pm on a Sunday.
Automated requests and chase sequences for receipts, bank feeds, and approvals. Clients get reminders at the right time in the right tone. Your team stops chasing and starts working.
Bank feeds, expense categorisation, and invoice matching handled automatically. Exceptions flagged for human review. Your team touches the edge cases — not the bulk of the work.
New client intake fully automated — engagement letter, direct debit setup, software access, and information collection all triggered from a single workflow. First to billable work in hours, not days.
Payroll run confirmations, payslip distribution, and HMRC submission notifications automated. One less thing your team manages manually every single month.
Every practice is different. The assessment maps your specific workflow before we recommend anything. We find the hours first — then build the automation.
A 12-person accountancy practice in Leeds. Two senior accountants spending 6 hours each on monthly reporting and client document chasing.
After implementation: reporting time cut from 6 hours to 90 minutes per accountant. Client document collection improved across the board — less time spent per client per month. Capacity to take on 4 additional clients without additional headcount.
The numbers were significant. The bigger change was that month-end stopped being something people dreaded.
This is representative of what we typically find. Your numbers will vary — which is exactly why we do the assessment first, before recommending anything.
Free. 48 hours turnaround. No obligation.
Get my free assessment →