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 moreAccountants
AI automation for accountancy practices.
Take document chasing, data entry and reconciliation prep off your qualified team, inside Xero, QuickBooks and the tools you already use.
A month-end, automated
Month-end tasks4 of 6 done
- Bank rec prepAutomated
- Receipt captureAutomated
- Client document chasingAutomated
- VAT return prepAutomated
- Review and approveApprove
- File and notifyQueued
The problem
Where the time goes in your firm.
Year-end arrives and the documents do not
Clients go quiet, records turn up as photos and PDFs, and a senior accountant spends days chasing and sorting before any real work starts.
Bank feeds that still need a human
Transactions the feed missed, receipts that need keying and categories that need checking turn every client file into a small project.
VAT and self-assessment peaks
The deadlines are predictable and the inputs are not. The prep work lands on the same people at the same time every quarter.
Onboarding that takes weeks
Engagement letter, ID checks, questionnaire and reminders spread across six emails. The client's first experience of your firm is waiting.
What we build
Workflows for accountants, approved by your team.
Document chasing and intake
Scheduled reminders for missing records, with uploads sorted by client and period, ready for your team to review.
Bank and receipt processing
Statements and receipts read, categorised and queued for approval before anything reaches Xero or QuickBooks.
Client onboarding
Form, ID documents, engagement letter and CRM record in one run, with a welcome email at the end.
Reporting packs
Monthly packs and dashboards pulled from the systems you already have, without the spreadsheet weekend.
How it stays safe
A person approves it, and you can explain it.
A workflow that cannot be explained to a compliance officer should not exist.
- Human approval on every workflow, no exceptions
- UK GDPR built in: UK/EU hosting, no-training AI providers, a DPA first
- You own the build: your accounts, your documentation, no lock-in
- One person from the first call to the handover
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 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 moreQuestions
What accountants ask before they call.
Will this work with Xero, QuickBooks or our practice software?
Yes. We build around the tools you have, not instead of them. The AI Audit confirms what connects and what does not.
Who checks the output?
Your team. Every workflow ends in an approval queue, usually a few minutes a day, and nothing is posted, filed or sent until a person approves it.
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.
Other industries
Not your sector?
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 helpReady 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.