AI automation for accountants & bookkeepers
Accountants and bookkeepers lose hours to chasing — missing documents, onboarding paperwork, deadline reminders. I build AI workflows that handle the chase and the routine data-shuffling, wired into your practice tools, so the team's time goes to the work clients actually pay for.
Client document chasing
Automatically request, track and follow up on the records you're waiting on.
Client onboarding
Collect details, set up records and trigger the right checks without manual re-keying.
Deadline & filing reminders
Keep clients ahead of VAT, payroll and year-end dates on autopilot.
What can AI actually automate in an accountancy practice?
The chasing and re-keying around the work, not the accounting judgement: requesting and tracking missing client records, onboarding details collected without manual re-keying, VAT, payroll and year-end reminders running on a schedule. Anything client-facing is drafted for a human to approve.
Is client financial data safe?
It's the first thing I design for. The workflow runs inside your own practice tools and accounts — Xero, QuickBooks, Sage, your inbox — data isn't moved where it doesn't belong, and everything is built to UK GDPR. The builds are LLM-agnostic too, so the model underneath can be one that meets your data policy, including locally hosted models.
Do we need anyone technical in the practice?
No. You get the working system, the source and a plain-English runbook, plus thirty days of support to settle it in. It's built so your team runs it without me — that's the point of the handover.
Related industries
Based in East Grinstead, I work with accountants & bookkeepers across Sussex, Surrey, Kent and London — on-site where it helps, remote everywhere else. See the areas I cover →
Let's give your team back a few hours a week.
Tell me the one task that eats more of the week than it should — the repetitive admin nobody enjoys doing. 30 minutes, no deck — I'll tell you what it would take to automate, or whether it isn't a fit. Honest answer either way.
Book a 30-min build review