Accountants
Year-end bottlenecks, bank feeds, client chasing, VAT prep.
How we helpUK finance and insurance firms
AI automation that gives your firm its hours back.
Built by someone who spent 20 years inside UK financial services, not someone who learned your industry from a brief. Every workflow keeps a human approval step.
Who we work with
Bookkeepers
Receipts, categorisation and reconciliation prep across many clients.
How we helpFinancial Advisers
Fact-finds, suitability packs, annual review reminders.
How we helpInsurance Brokers
Submissions, renewals, bordereaux and premium accounting.
How we helpThe problem
Four things we hear from firm owners every week.
If one of these sounds like your month, the fix is usually smaller than you think, and it does not start with a chatbot.
“My qualified team is stuck on admin that needs no qualification.”
Every January a senior accountant is chasing self-assessment documents from clients who have gone quiet. A bookkeeper is re-keying receipts the bank feed missed. The people you hired to advise clients lose days each month to work that a well-built process could do.
AI automation for accountancy practices that takes over document chasing, data entry and bank reconciliation prep, with a person approving the output, so qualified staff only do qualified work.
“New enquiries and new clients wait, because the inbox is our system.”
An enquiry sits unanswered for two days. Onboarding takes three weeks and six emails: engagement letter, ID checks, questionnaire, reminders. The client’s first experience of your firm is waiting, and some do not wait.
Automated enquiry triage and client onboarding flows that reply within minutes, collect what you need and create the records, while you keep the final say.
“I know AI is going to change this industry. I don’t know what is safe to use with client data.”
You have read the articles and heard it at CPD. Meanwhile staff are already pasting client details into free AI tools and nobody has written down what is allowed. The gap between “AI is coming” and “here is what we do on Monday” is where most firms are stuck.
A plain-English map of your firm: where AI fits, what to build first, what it saves and how it stays within UK GDPR and your regulator’s expectations. That is the AI Audit.
“I run the business, but I never get to work on it.”
You started the firm to build something. Instead you are the senior reviewer on every file, the cover when someone is off and the last one out of the door. The hours that should go to clients, pricing and growth go to admin.
Give those hours back. Our clients typically start with one workflow, see it running within a month and add the next one from the audit list. [After three projects, replace this sentence with a real figure.]
How we work
Audit. Automate. Advise.
Three services, one order. You see a written plan before anything is built, and each piece is reviewed and accepted before the next one starts.
AI Audit
We map how your firm actually runs: where documents arrive, who touches them, what gets re-keyed. You get a written report ranking what to automate by hours saved, how to do it safely and what to leave alone.
Learn moreAI Automation
Custom workflows that take the repetitive work off your team: document processing, Xero and QuickBooks entries, onboarding, renewals and chase-ups. Built on n8n or Make with error handling, logging and a human approval step, and documented so your team can run it.
Learn moreAI Consulting
Support that keeps your firm ahead as the tools change: monitoring what we built, small improvements, a quarterly review of what to automate next and a straight answer when a new AI tool appears. Optional. You own everything either way.
Learn moreWhat we build
Four kinds of work. All of it inside the tools you already use.
Document AI
Bank statements, invoices, slips and bordereaux into clean, structured data your systems can take.
Learn moreAI Automation
Xero and QuickBooks workflows, onboarding, renewals and chase-ups that run on a schedule.
Learn moreAI Assistants
Drafting, triage and answers from your own documents, with a person approving before anything goes out.
Learn moreReporting
Monthly packs and dashboards pulled from the systems you already have, without the spreadsheet weekend.
Learn moreNot sure where to start? Take the 3-minute Automation Readiness Check and get a short list of what to automate first.
Take the checkWork
Built, not just talked about.
Axirom
CRM with built-in accounting, plus a broker edition running placement through to accounts.
Bank Statement to Xero
PDF and CSV statements read, categorised and queued for approval before they reach Xero.
Client Onboarding Flow
Form, ID documents, engagement letter and CRM record in one run, welcome email at the end.
Tools we build with
- Xero
- QuickBooks
- Clear Books
- n8n
- Make
- Claude
- OpenAI
- Supabase
We build inside the tools you already pay for.
[Client quote goes here after the first project: one sentence about hours saved and what the team does with them now.]
Insights
Practical notes on AI for finance firms.
Five admin tasks to automate first in a UK accountancy practice
Ask a practice owner where the hours go and the answer is usually “client work”. Measure a normal week and a different picture appears: a large share of the time goes on the work around the work. Chasing documents, re-keying data, answering the same status question for the fourth time. That is good news, because
2 min read
Questions
What firms ask before they call.
Do you need access to our client data?
Not for the audit. For a build, only the fields the workflow needs, under a DPA, in your own accounts.
Will this work with Xero, QuickBooks or our practice software?
Yes. We build around the tools you have, not instead of them. The audit confirms what connects and what does not.
What does my team have to do?
Approve outputs in a queue, usually a few minutes a day. Everything else runs on its own.
What if it does not work?
Each build is accepted before it is paid for. If a workflow does not do what the report said, you do not pay for it.
Ready to get your team back to the work you hired them for?
A 20-minute call. We will tell you honestly what is worth automating, what is not, and whether an audit makes sense for you.