AI adviser 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. Nothing goes out without your yes.
Client document chasing
Request, track and follow up on the records you're waiting on, without you chasing.
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 take off the desk 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 a local model, which we scope in the first conversation.
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.
What does it cost for an accountancy practice?
A fixed price, agreed before anything starts. If you want one, there's a free 15-minute walkthrough first. The first conversation is £650: forty-five minutes, a written report you keep either way, and a review call. If you carry on, the fee comes off whatever comes next: your first month or a build. Monthly is £650 a month for businesses under ten people, or £1,000 a month for teams of ten or more: two sessions a month, I build in between, and nothing goes out without your yes. Larger builds are quoted from the report, from £4,500.
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.
Bring the one job that keeps pulling you away from the business. I'll tell you what it would take to get it handled, or whether it's not a fit. Nothing goes out without your yes.
Book a free intro call