AI automation for accountants and accounting firms.
AI automation that handles the busywork. We wire it into the repetitive parts of a practice. Enquiries get answered, records get chased, follow-ups get sent, all while you stay in control and approve what matters. The admin runs itself and you get your time back.
Stop doing the work AI can do.
Every business has work that eats hours and needs no real thinking. Chasing leads, copying details between apps, drafting the same replies, booking calls. It is the kind of work that quietly holds a business back, because the owner ends up doing it instead of the work only they can do.
That is exactly what we automate. We connect your website, inbox and tools, then set up AI to handle the routine steps the moment they happen. A new enquiry gets enriched, logged and answered in your voice before you have finished your coffee. You still approve anything important, so nothing goes out that you would not have sent yourself.
The result is simple. Less time lost to admin, faster replies to customers, and nothing slipping through the cracks. Automation does not replace you. It removes the friction so the human part of your business gets your full attention.
What this looks like in a practice.
Written in general terms, automation sounds like it could mean anything. In an accountancy practice it usually means three specific jobs, and they are the same three in almost every firm we speak to.
Chasing records. The reminder that goes out on day one, then day seven, then the one you send yourself because you have lost track of who has actually replied. That whole sequence can run on its own, stop the moment the records arrive, and leave you a list of who is genuinely outstanding rather than who you think is.
Onboarding and checks. New client, same twenty steps. Engagement letter, identity checks, request the details, chase the details, set them up in your systems. The order never changes, which is exactly what makes it worth automating, and the parts that need your professional judgment stay with you.
Enquiries. Somebody fills in the form on Thursday evening. Nothing happens until Monday, by which point they have already spoken to two other firms. A draft reply in your voice, waiting for you to approve, closes that gap without you being on call.
We build around the tools you already pay for, and we work with Xero, QuickBooks and Dext. We are not a certified partner of any of them and do not claim to be. We read and write through the software you already use, so nothing has to move.
All three jobs above assume the website underneath them is doing its share, which is why automation is rarely the first thing we recommend. If the enquiries are not arriving in the first place, automating the reply to them solves nothing. The case studies show what we changed for practices in exactly that position, and which half of the problem turned out to be the real one. Our AI automation page for Bolton practices walks through the same three jobs in the order a Bolton firm usually tackles them.
The admin, handled.
Lead capture & routing
Every enquiry from your site lands in one place, tidy and tagged, and goes to the right person straight away. Nothing gets lost in an inbox.
AI reply drafting
AI writes replies in your tone and style so you respond in seconds instead of hours. You read it, approve it, and it sends.
Booking & follow-ups
Calls get booked and reminders go out on their own until someone responds, so warm leads never go cold while you are busy.
Data enrichment
New leads are automatically topped up with useful context like company and intent, so you know who you are talking to before you reply.
Connects to your tools
We plug into the apps you already use, your inbox, calendar, CRM and more, so automation fits your workflow instead of forcing a new one.
You stay in control
Every automation keeps you in the loop where it counts. You decide what runs on its own and what waits for your approval.
What an automation build covers.
We start with the tasks costing you the most time, then expand from there.
- Website enquiry capture and routing
- AI drafted replies in your voice
- Automated booking and reminders
- Follow up sequences until a reply
- Lead enrichment and tagging
- Works with Xero, QuickBooks and Dext
- Approval steps where you want them
- Clear logging so nothing is missed
Built around how you already work.
Map the work
We look at where your time goes and find the repetitive tasks worth handing to automation.
Design the flow
We plan exactly what happens at each step and where you stay in control, then show you before we build.
Build & connect
We wire the automation into your website and tools and test it properly so it runs reliably.
Refine & support
We tune it as your business changes and stay a message away whenever you want to adjust something.
AI automation questions
Will I lose control of how I talk to customers?
No. You decide what runs automatically and what waits for your approval. AI drafts replies in your voice, but you can set it so nothing sends until you have read and approved it. You stay in charge of anything that matters.
What kind of tasks can you automate?
Anything repetitive and rule based. Common ones are capturing and sorting enquiries, drafting replies, booking calls, sending follow-ups and reminders, and moving information between your apps. If you find yourself doing the same admin over and over, it can probably be automated.
What tools does it connect to?
We work with the tools you already use, including Xero, QuickBooks and Dext, alongside your website forms, email and calendar. We build the automation around your setup rather than asking you to switch everything. We are not a certified partner of any of them, we simply read and write through the tools you already pay for.
Do I need to be technical to use it?
Not at all. We build it, connect it and support it. You carry on with your day while the automation runs in the background, stepping in only to approve the things you have asked to approve.
What is the difference between AI and automation?
Automation follows fixed rules, like sending a reminder when a form is filled in. AI adds judgment, like reading an enquiry and drafting a sensible reply in your voice. We combine the two, so the routine steps run automatically and the parts that need a bit of thinking are handled well, with you approving anything that matters.
Can my business be fully automated?
Parts of it, not all of it, and that is the point. The repetitive admin can largely run itself, while the work that needs a human, your judgment, relationships and decisions, stays with you. We automate the busywork so you have more time for the things only you can do.
How can AI help a small business?
It gives a small team the capacity of a much bigger one. Enquiries get answered in seconds, leads never slip through the cracks, follow-ups happen on their own, and information stops living in one person's inbox. You look more responsive to customers while spending less time on admin.
The rest of the stack.
Ready to get your time back?
Book a free 20-minute call. We will find the busywork worth automating first and show you exactly how it would run.
Book your free call ↗