AI automation for accountants and bookkeepers
Accounting practices automate three things first: chasing clients for records, extracting figures from receipts and invoices, and onboarding new clients. Together these usually take five to ten hours a week in a small practice, and most of that time can be recovered without changing the software you already use.
Most projects cost £1,500 to £12,000. Fixed quote before any work starts.
Where to start
01
Clients who have not sent their paperwork get followed up automatically, on a schedule, in your practice's tone. The chasing stops the moment the records arrive, and you see who is outstanding without checking manually.
02
Receipts, invoices and bank statements are read and the figures filed into Xero, QuickBooks or Sage without anyone retyping them. Anything unclear is flagged for a person rather than guessed at.
03
Engagement letters, identity checks, and the request for opening balances all trigger in the right order when a new client signs, instead of sitting on a partner's to-do list.
Pricing
That is $1,900 to $15,000 if you prefer dollars, and it is the total project cost rather than a weekly rate. Ongoing support is £300 / $380 per month and entirely optional. You get a fixed quote in writing after the free audit.
We are cheaper than most agencies because we use AI to do the building. Every piece of work is reviewed by a person before it reaches you.
Questions
The three highest-value tasks are chasing clients for records, extracting figures from receipts and invoices into your accounting software, and running new client onboarding. These are repetitive, follow a predictable process, and take up several hours a week in most small practices.
No. It removes the retyping and the chasing, which is the part of the job nobody enjoys and nobody bills well for. The judgement work, the client relationships and the review all stay with your people. Practices that automate usually take on more clients rather than fewer staff.
It can be, with the right setup. Data stays within systems you already trust, access is limited to what the automation needs, and anything the automation is unsure about goes to a person instead of being guessed at. We will walk through exactly where data travels before anything is built.
Yes. Those three are the most common systems we connect to, and all of them allow automated access. If your practice uses something less common we will check it can be connected during the free audit, before you commit to anything.
We map one process in your practice and tell you what to automate, what it would cost, and what to leave alone. You keep the findings either way.