FOR UK ACCOUNTANTS
AI for accountants: close month-end without the midnight oil.
We review the AI your practice already uses, write the guidance your team needs and build agents for the jobs that eat the week (month-end, tax prep and client comms) around the software you already run.
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.
Where the week gets stuck
- 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
- Month-end agent: reconciliations, variance flags and a draft management pack pulled straight from your ledgers.
- Records-chasing agent: polite, automatic follow-ups for missing client paperwork, so nobody has to nag.
- Tax-prep assistant: first-pass workpapers and checklists on your own templates, ready for partner review.
- Client comms agent: plain-English summaries of the numbers, drafted from the figures and ready to send.
AI for the tools you already run
- Xero AI: bank reconciliation, coding queries and month-end checks run against your Xero ledgers automatically, with a person reviewing anything unusual before it posts.
- QuickBooks AI: the same for QuickBooks: transactions matched, anomalies flagged and client questions drafted from the data, so the ledger is ready before you open it.
- AI bookkeeping: receipts, invoices and statements captured and categorised, chasing and reminders sent, and a clean set of books each month with an audit trail of every change.
- Sage and IRIS practices get the same treatment. Whichever AI accounting software you run, we wire the AI into it rather than asking you to switch.
HOW WE WORK TOGETHER
How the work runs
- Start with an audit: a review of the AI tools your practice already uses, the client information they reach and the results they produce, with a prioritised plan.
- Agree the guidance: an AI policy that names the approved tools, what may go into them and who signs off client-facing work, sitting alongside your ICAEW ethics and AML duties.
- Build one agent: one workflow, connected only to the systems you approve, tested against real work before it goes any wider.
- Scope, responsibilities and price are agreed in writing before any work begins.
Does it work with our software?
Yes. We build around Xero, QuickBooks, Sage, IRIS and the tools you already run, rather than replacing them.
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?
We agree what information each tool may reach before anything is built, review the supplier terms and settings behind it, and design approval points so client data is not handled by a tool nobody has checked. Data handling is one of the things an AI audit sets out in writing.
Where do we start?
With an AI audit of what your practice already uses, then a pilot that proves one workflow on real work. Both are scoped and quoted before they begin.
START HERE
Tell us where you are.
You don’t need a technical brief. A few sentences about your tools, your team or the task that takes too long is enough to begin.
Talk to us about accountancy
We use your details to reply to this enquiry. Scope, responsibilities and price are agreed in writing before any work begins.
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