Find out how ready your firm is for AI automation.
A 3-minute check built for UK accountants, bookkeepers, advisers and brokers. You get a readiness score, your weakest area and a clear next step.
Building
How ready your firm is for AI automation today.
- Time and admin6/9
- Data and documents3/9
- AI readiness7/9
- Visibility and leads6/9
Weakest area: Data and documents
Next step: What to automate first, in plain English.
A readiness score
Where your firm stands today.
Your weakest area
The part most likely to hold automation back.
A clear next step
What to do first, in plain English.
Ready to get hours back every week?
Answer 12 questions and we will score your firm on four things: how much of the week goes to admin, whether your data arrives in a usable form, how safely your team uses AI, and whether new clients can find you.
Most finance firms we speak to are in the same place: they know automation could help, they have tried a tool or two, and nothing has stuck because nobody mapped the work first. This check does the mapping. You see where your firm sits and what to fix first.
Take the check. Three minutes, no cost, and you get your readiness score, your weakest area and a clear next step on screen, with a copy in your inbox.