Automation for accounting firms
You didn't train as an accountant to spend your evenings chasing receipts, re-keying figures, and firing off the reminders you keep forgetting. We build the quiet automation that does the routine work for you — so your team's hours go to the judgement calls clients actually pay for.
The jobs that eat a practice’s week
Each one links to a plain-English playbook — how it works, and our honest verdict on whether it needs AI at all (it usually doesn’t).
The month-end receipt chase
The shoebox of photos, the “can you code this one?” texts, the client who sends everything on the 30th. Receipts captured, read, and filed against the right account — before month-end, not during it.
Re-keying figures between systems
Copying numbers from a bank feed to a spreadsheet to the ledger is where errors — and evenings — go to hide. Let the data move itself, the same way every time, and reconcile what’s left.
Chasing your own fees
Practices are ruthless about clients’ debtors and hopeless about their own. A polite reminder ladder chases your fees on schedule, in your voice — and stops the second they pay.
Onboarding a new client
Engagement letter, ID and AML checks, software invites, opening balances — the same scramble every time. One link that collects the docs and walks a new client in without ten back-and-forth emails.
The reports clients expect like clockwork
Monthly management accounts, quarterly reviews, the “how are we doing?” one-pager. Built from live figures on a schedule, so the recurring report stops eating a recurring afternoon.
New-client enquiries in a shared inbox
A prospect fills your contact form and it lands in an inbox three people half-watch. Route it, triage it, and never let a warm enquiry sit unseen over a busy period again.
Most of this doesn’t need AI. We’ll tell you when it does.
You’ve been told your practice needs an AI strategy. Here’s the truth from people who build this for a living: almost everything above is a rules problem, not a judgement problem. Chasing a fee, moving a figure, sending a monthly report on the same day — those run on tidy data and firm rules, which is textbook automation. It’s cheaper, it’s instant, and — the part that matters when you’re touching clients’ money — it never invents a number.
AI earns its place in exactly one kind of job: reading something messy and making a call — pulling the details out of a photographed receipt, sorting a rambling enquiry, drafting a first-pass reply for a human to check. So that’s where we put it, and nowhere else. A well-built practice system is about 90% boring automation with a thin, well-placed slice of AI doing the one bit that genuinely needs a brain.
That’s the whole method, and we wrote it up here: AI vs automation — how to tell which one you actually need. If a boring automation solves your problem, we’ll say so — even when it means less work for us.
Fixed price. No sales call.
Tell us what eats the week
Answer an honest form — the jobs your team resents, where the work lives, roughly the budget and timeline. No discovery-call theatre.
Get a fixed-price plan in 2 days
A one-page plan and a real number, in writing — plus a straight answer on whether it even needs building. No hourly meter, no surprises at the end.
We build it; you get your Fridays back
We wire the automation, test it until it’s boring-reliable, and hand it over. The routine 80% runs itself; the weird 20% routes to a person — you.
We run our own studio on the exact stack we’d build for you
When an enquiry hits our own site, software reads it, writes a triage brief, files a CRM record with a respond-by date, creates the follow-up tasks, and pings the team — no keyboard touched. It’s the same “right tool, mostly boring” approach we’d bring to your practice.
Questions accountants ask us
Do we need to be technical, or learn new software?
No. If your team can forward an email, you’re qualified. We build the automation onto the tools you already use — your accounting software, spreadsheets, inbox and calendar — rather than making you migrate to something new.
Will this replace our bookkeepers or accountants?
No — it removes the repetitive work around them. The goal is to automate the routine 80% (re-keying, chasing, filing, reporting) so your qualified people spend their hours on the judgement and advisory work clients actually value and pay for.
Is it safe to automate things that touch client money?
That’s exactly why we lean on plain, deterministic automation rather than AI for anything with a figure in it — a rule gives the same answer every time and never guesses. Where AI does read something (like a receipt photo), a person stays in the loop, and the system is built to fail safely and flag anything unusual rather than push it through.
What about GDPR and client confidentiality?
It’s built in from the start. We keep data inside the tools you already trust where we can, are explicit about anything a third party would process, and only reach for external services with the right agreements in place. It’s a decision we make on purpose, not by accident.
How much does it cost?
A fixed price, quoted in writing before any work starts — no hourly billing. Tell us the job on the form and you’ll have a one-page plan and a real number within two business days, along with an honest answer on whether it’s even worth building.
Can you build just one thing to start?
Yes — and we’d recommend it. Pick the single task your team resents most (receipt capture and fee chasing are the usual first wins), we automate that one end to end, and you decide where to go next once it’s running.
What’s the one job your practice would pay to never do again?
Tell us the boring part of your week. You’ll get a fixed-price plan in two business days — and an honest answer on whether it even needs us.
Tell us what eats your time →