The Problem
Your accountants should be advising clients. Not chasing receipts.
Accounting is an expertise business. The firms that grow fastest are the ones where partners and senior staff spend their time on advisory, tax planning, and client relationships — not buried in data entry and document admin.
Yet the average accounting firm spends the majority of its capacity on manual processes: categorising bank transactions, chasing clients for documents, preparing VAT returns by hand, and tracking compliance deadlines in spreadsheets. During tax season, it gets worse — 60-hour weeks become the norm, and your best people burn out doing work that should be automated.
We automate the repetitive work so your team can focus on what drives practice growth: advising clients and winning new business.
35%
more returns processed
with the same team
Sound Familiar?
The pain points every accounting firm knows
If you run an accounting practice, you have lived every single one of these. The question is whether you keep accepting them or start fixing them.
Year-end bottleneck consuming your team for 3 months
January to April, your entire team is consumed by tax season. Every accountant is working 60-hour weeks processing returns, chasing documents, and entering data. Overtime is expected. Burnout is inevitable. And you still worry about missing deadlines.
15+ emails per client to collect documents
Every tax season starts the same way: you send a checklist to each client, then spend weeks chasing receipts, bank statements, P60s, and dividend vouchers. Some clients need 15 or more reminders before everything arrives. Your inbox becomes unmanageable.
Manual data entry from bank feeds into accounting software
Your bookkeepers spend hours per client per month manually categorising transactions from bank feeds into Xero, QuickBooks, or Sage. It is tedious, error-prone, and takes skilled staff away from higher-value advisory work.
Compliance deadlines tracked in a spreadsheet
Corporation tax, VAT returns, confirmation statements, annual accounts — every client has different deadlines. Your partner checks a spreadsheet every Monday and hopes nothing has been missed. One slip means penalties and a difficult conversation.
Client onboarding takes 2-3 weeks
Engagement letters, AML checks, ID verification, setting up the client on your systems, configuring their Xero account, adding them to your practice management tool. The back-and-forth takes 2-3 weeks before any real work begins.
What We Automate
Five automations that transform your practice
Each automation connects to your existing tech stack — Xero, QuickBooks, Sage, and your practice management software. No migration. No disruption.
Client Document Collection
Send checklist email to client. Wait a week. Chase. Client sends 3 of 12 documents. Chase again. Documents arrive in different formats — photos of receipts, PDFs, spreadsheets, WhatsApp messages. Manually sort, rename, and file everything. 15 emails per client before you have what you need.
Automated secure portal sends reminders on a schedule. Clients upload documents directly, guided by a checklist that shows what is missing. AI categorises and files each document automatically. You receive a notification only when the set is complete.
15 emails to 0
impact
Bank Reconciliation
Bookkeeper opens Xero. Reviews 200+ transactions for the month. Manually matches each one to the correct category — office supplies, travel, subscriptions, client entertainment. Cross-references invoices. Flags anything unusual. 4 hours per client, every month.
AI auto-categorises 90% of transactions based on historical patterns, merchant data, and your chart of accounts. Anomalies and new merchants are flagged for human review. Bookkeeper reviews exceptions only.
4 hours to 30 min per client
impact
VAT Return Preparation
Pull sales and purchase data from Xero. Cross-reference with bank statements. Calculate input and output VAT. Check for partial exemptions. Format the return. Submit to HMRC via MTD-compatible software. 3 hours per client, every quarter.
AI aggregates data from all sources, calculates VAT including partial exemption adjustments, generates an MTD-compliant submission draft, and flags any unusual movements for review. Accountant approves and submits.
3 hours to 20 minutes
impact
Compliance Deadline Tracking
Partner checks a master spreadsheet every Monday morning. Deadlines are colour-coded but rely on someone updating them manually. Occasionally a deadline is missed because a row was not updated or a new client was not added. Penalties follow.
Automated calendar tracks every client filing deadline — corporation tax, annual accounts, confirmation statements, VAT returns. Sends alerts at 30, 14, and 7 days before each deadline. Overdue items escalate directly to the partner with a notification.
0 missed deadlines
impact
Client Onboarding
Email engagement letter as a PDF. Wait for client to print, sign, scan, and return it. Send AML checklist. Chase for ID documents. Manually verify against sanctions lists. Set up client in Xero. Add to practice management software. Update the client list spreadsheet. 2-3 weeks of back-and-forth.
Automated onboarding flow: digital engagement letter signed via DocuSign in minutes. AI-powered AML and ID verification completed instantly. Client auto-created in Xero and your practice management tool. Welcome email with portal access sent automatically.
2 weeks to 2 days
impact
Real-World Example
How a 12-person practice unlocked 49,000 in additional revenue
A 12-person accounting practice in Leeds was drowning every January. The team worked 60-hour weeks from January to April processing 400+ tax returns. Partners were doing data entry. Senior accountants were chasing clients for receipts. Nobody had time for the advisory work that actually grows the practice.
We automated document collection (clients upload via a branded portal with automated reminders), bank feed categorisation (AI handles 90% of transaction matching), and tax return draft generation (pre-populated returns that accountants review rather than build from scratch).
The same team now handles 35% more returns with no overtime. That is 140 additional returns at £350 average = £49,000 in additional revenue capacity per tax season.
35%
more returns processed
90%
auto-categorisation rate
0
missed deadlines
2 days
onboarding (from 2 weeks)
By the Numbers
The impact of automation on accounting firms
35%
More returns processed per season
90%
Auto-categorisation rate
0
Missed compliance deadlines
2 days
Client onboarding (from 2 weeks)
Ready to Automate?
Book your free AI audit for accounting firms
We will map your current workflows, calculate how many hours your team loses to manual admin, and show you exactly which automations will have the biggest impact on your practice — no obligation.
Get Your Free AI Audit