AI for your accountancy practice
Chasing clients for paperwork and keying in receipts eats the busy season. We help you get that time back.
Clear pricing
Works with the tools you have
No obligation
WHAT WE COULD SET UP
Document chasing
Transaction categorisation
HMRC letters explained
Receipt capture
Deadline management
Year-end prep
Advice prompts
Where AI can help
In the audit we pick the two or three that would make the biggest difference to you.
Document chasing
Personalised reminders go to clients for missing paperwork.
Transaction categorisation
Bank transactions categorised, with the odd ones flagged.
HMRC letters explained
Plain-English explanations of HMRC letters and deadlines for your clients.
Receipt capture
Receipts and invoices read straight into the books.
Deadline management
Self Assessment, VAT and Companies House deadlines tracked across all your clients.
Year-end prep
Working papers and queries lists drafted from the books.
Advice prompts
Flags clients who might need a conversation, like those nearing the VAT threshold or with unusual cash flow.
CUSTOM BUILDS
Small tools that fit the way you already work, instead of software you pay for per person and barely use.
Missed call to job card
Quote from photos
Invoice chaser
Ask-your-documents
Order inbox
Weekly report
Pick the audit that fits.
Every audit starts with a conversation and ends with a plan. No obligation to go further.
Ready to see where we could help?
Audits from £250. No obligation to go further.
Or see every business we help