Most of an accountant's week is chasing other people's paperwork. I install AI agents that send the receipts-and-statements reminders in your house tone, run client onboarding end-to-end (engagement letter, AML, ID, bank feeds), and turn the January Self Assessment scramble into something resembling a normal month.
What gets installed
Four representative automations. Most engagements start with one or two — picked during a free 30-minute discovery call against where your week is actually leaking.
01 · Chase
Reminders by client and by deadline — SA returns, MTD quarter, VAT, year-end, payroll. Sent in your house tone, escalating gently, escalating less gently in January. Stops the moment the document arrives.
Deadlines watchedSA · MTD · VAT · CT · year-end accounts · payroll · pension auto-enrol
02 · Onboarding
Engagement letter, AML / ID, professional clearance from previous accountant, bank feeds, software set-up — sent and tracked end-to-end. New clients are billable in days, not a fortnight.
Hands off whenComplex AML · PEPs · trust structures · partner sign-off needed
03 · Triage
Inbox categorised (HMRC notice · prospect · existing client query · supplier · spam), drafted replies for the routine ones, urgent items flagged with what they need.
Routes toPartner queue · senior queue · admin queue · auto-acknowledged
04 · Year-end
A live state-of-play view per client through year-end season: documents received, drafts pending, queries outstanding, signature awaited. Partners see the bottleneck — not the spreadsheet.
OutputDaily partner briefing · per-client status · weekly client nudges
Representative scenario
Composite picture — illustrative of typical engagements in this sector, not a specific client.
— A picture, drawn from the patterns —
Picture a 6-partner practice, 250 SA clients, the usual quarterly rhythm. December is calm. January is hell. Two qualified seniors spending half their week chasing receipts and bank statements. New clients waiting two weeks for an engagement letter because nobody has time.
After install, the chase emails go out on schedule, in the practice's house tone, escalating exactly the way the partner would. New clients are fully onboarded — engagement letter signed, AML done, bank feeds connected — in days. Partners spend January doing tax planning, not playing email-tag. The seniors do senior work.
Pricing
A Starter Install is the simplest way in: one workflow, installed on your systems, your team trained on it. Same pricing as the home page — nothing different for accountancy & bookkeeping.
One automation from the four above, installed on your existing systems, with the person who'll use it daily trained on it. The simplest way to see what AI in your business actually looks like before committing to more.
→ Paperwork chase live across your client book within the first week. The first January after install is a fundamentally different month.
£500 — £1,500
1–3 days · fixed price
Start
A 30-minute discovery call, free, no obligation. If what I do is a fit, we agree a Starter Install and book it in. If it isn't — that's a useful answer too.