For UK accountants
Month-end without the midnight oil.
We turn AI into working systems for your practice: month-end, tax prep and client comms automated around the software you already run, so partners stay on the senior advisory work.
- Works with your software
- UK-hosted
- ICAEW-aware
Where the week gets stuck
Sound familiar?
The ideas are not the hard part. Choosing the few that pay back and making them real is. This is usually where the week goes:
Month-end is a scramble
Reconciliations and management packs sprawl across spreadsheets and inboxes, every single month.
Tax season swallows juniors
Repetitive prep and workpapers eat the hours your team should spend on judgement.
Chasing records never ends
Clients are slow with paperwork, and someone has to keep asking.
Advisory gets crowded out
Compliance admin keeps partners off the higher-value work clients pay most for.
Standards are always in mind
Every shortcut has to satisfy ICAEW ethics and AML duties, so "just try AI" is never that simple.
What we put to work
A few working systems that give partners their week back.
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Month-end agent
Reconciliations, variance flags and a draft management pack pulled straight from your ledgers.
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Records-chasing agent
Polite, automatic follow-ups for missing client paperwork, so nobody has to nag.
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Tax-prep assistant
First-pass workpapers and checklists on your own templates, ready for partner review.
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Client comms agent
Plain-English summaries of the numbers, drafted from the figures and ready to send.
Built on the platforms the world trusts
- Anthropic
- OpenAI
- Google Gemini
- AWS
- Microsoft
The Monday Pulse
What you would see every Monday.
A one-page read for the practice: jobs by stage and deadline, WIP and recovery, clients with records still outstanding, and capacity for the week ahead. (Example layout, built from your own data.)
Practice report
ExampleJobs due (7 days)
WIP recovery
Clients, records due
Capacity used
- Industry trends
Where the practice market is moving
MTD for ITSA timelines firming up; advisory demand rising among SME clients. Package it before year-end.
- Competitor watch
What rival practices are doing
Local firms are bundling AI bookkeeping into fixed monthly fees. Review your fee model.
- Seasonal trends
What is coming
January self-assessment crunch and the March/April year-end peak. Resource now, not in December.
- Compliance & checks
AML, MLR & cover
4 client AML risk reviews due · 2 ID checks expiring · PII renewal in 38 days.
- UK-hosted, UK team
- Human sign-off on anything client-facing
- Cyber Essentials certified
- 30-day rolling, no lock-in
FAQ
Good questions.
Does it work with our software?
Yes. We build around Xero, QuickBooks, Sage, IRIS and the tools you already run, rather than replacing them. See our note on first AI workflows for UK accountants.
Will it file or touch HMRC directly?
No. It prepares and drafts; your team reviews and files. It shows its working and the source transactions behind every figure, so a reviewer can trust a number rather than rubber-stamp it. A person stays in control of anything that leaves the building.
Is client data safe?
It is UK-hosted, never used to train public models, with a private Vault option for the most sensitive work.
Where do we start?
A 90-minute audit gives you a one-page action list, then a four to six week pilot proves one workflow on real data, quoted upfront.
Let’s talk
Give your partners their week back.
Thirty minutes, no slides. We map your month-end and tax workflows, find what AI should do first, and send a one-page action list. No obligation.
Book your 30-minute call
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