Industry solution
AI for Accountancy Firms
91% of UK accountancy firms are implementing AI right now. The question isn't whether to adopt -it's what to automate first. We build solutions that work with Xero, QuickBooks, Sage, Dext, and the tools your firm already uses.
10 workflows ready to build
Bank Transaction Categoriser
Bank feed syncs -AI categorises transactions based on 90-day history. Your team reviews exceptions only.
Client Document Chaser
Missing documents -automated SMS and email sequence: "Your accountant needs X by Y." Status tracker shows what's outstanding.
MTD Deadline Reminder Sequence
HMRC deadlines trigger personalised client reminders: 30, 14, 7, and 1 day before.
Month-End Close Orchestration
End of month -AI executes your close checklist, generates variance reports, and writes narrative explanations.
Automated Bank Reconciliation
Daily bank feed -ML predicts matches based on history, auto-reconciles, and flags exceptions for review.
Invoice Processing (Accounts Payable)
Invoice arrives at your AP inbox -OCR extracts data, matches to purchase order, categorises, and drafts payment.
Cash Flow Forecasting
Weekly analysis -AI examines seasonal trends plus AR/AP data and projects cash flow 90 days out. Alerts on potential shortfalls.
Advisory Dashboard Generation
Before a client meeting -raw data transformed into visual dashboards ready for advisory conversations.
Client Onboarding (Accounting)
Form submitted -CRM updated, welcome email sent, proposal generated, work items created, document chasing begins.
Tax Law Query Assistant
Junior accountant asks a question -RAG agent searches current HMRC/IRS codes and responds with citations.
We work with
Xero, QuickBooks, Sage, Dext, AutoEntry, Karbon, Ignition, Silverfin
Ready to automate?
we'll find the workflow saving your firm the most hours