The Problem
Your team is brilliant at advisory. The admin is holding them back.
Financial advisory and accounting firms run on trust, precision, and responsiveness. But behind the scenes, your team is buried in repetitive admin — re-keying data, chasing documents, manually compiling reports, and wrestling with disconnected systems.
The result? Senior advisors spending 40% of their time on tasks that add zero value to clients. Deadlines that feel tighter every year. And a nagging feeling that you could handle more clients if your team just had more hours in the day.
We fix that. Not by replacing your team — by removing the work that should never have been manual in the first place.
40%
of advisor time lost
to manual admin
Sound Familiar?
The pain points every practice knows
If you run a financial advisory or accounting firm, you have probably said at least three of these out loud this week.
Client onboarding takes 3-5 days
Back-and-forth emails collecting documents, chasing missing paperwork, and manually entering data into your CRM. One new client can eat up an entire afternoon of admin before any real advisory work begins.
Quarterly compliance reports take 2+ days per client
Pulling figures from Xero, cross-referencing with your spreadsheet, formatting the report, checking for errors, sending for review. Multiply that across your client book and it consumes entire weeks.
Data re-entry between systems
The same client information typed into your accounting software, your CRM, your compliance platform, and your internal spreadsheets. Errors creep in every time data moves between systems.
Annual review scheduling is a nightmare
Chasing clients for months to book their annual review. Some never respond. Your team sends 3, 4, 5 emails before getting a reply. Meanwhile, compliance deadlines are creeping closer.
Tax season bottleneck consumes your entire team
January to April, every member of your team is drowning in manual data entry for tax preparation. Overtime becomes the norm. Client experience suffers. And you still miss some deadlines.
What We Automate
Five workflows that transform your practice
Each automation is built around your existing tools — Xero, QuickBooks, Salesforce, HubSpot, Calendly, and more. No rip and replace.
Client Onboarding
Send email requesting documents. Wait. Chase. Receive documents in 3 different formats. Manually enter into CRM. File in shared drive. Update spreadsheet tracker.
Smart form collects documents in the right format. AI verifies completeness. Data auto-populates into CRM. Files are organised and stored. Client welcomed with personalised email.
3 days to 20 minutes
time saved
Quarterly Compliance Reports
Log into Xero/QuickBooks. Export data. Copy into report template. Cross-reference figures. Format tables and charts. Email to partner for review. Make corrections. Send to client.
AI pulls data from Xero/QuickBooks on schedule. Generates formatted report with commentary. Flags anomalies. Sends to partner for one-click approval. Delivered to client automatically.
2 days to 15 minutes
time saved
Meeting Scheduling
Send email suggesting times. Wait for reply. Clash. Suggest more times. Finally book. Forget to send prep docs. Client arrives unprepared. Meeting runs over.
AI sends personalised reminders with smart scheduling links. Client self-books via Calendly. Prep docs sent automatically 24 hours before. Agenda populated from CRM notes.
45 min to 0 min per meeting
time saved
Invoice Processing
Open email attachment. Read invoice. Type line items into accounting software. Match to purchase order. Check for duplicates. Flag anomalies manually. File in folder.
AI scans incoming invoices. Extracts line items with OCR. Categorises expenses. Reconciles against POs. Flags anomalies and duplicates. Posts to Xero/QuickBooks. Files automatically.
8 hours/week to 30 minutes
time saved
Lead Qualification
New enquiry arrives by email. Manually search Companies House. Look up on LinkedIn. Try to gauge fit. Add to CRM. Assign to advisor. Hope someone follows up.
New enquiry triggers instant enrichment from Companies House and LinkedIn. AI scores lead based on your ideal client criteria. Routes to the right advisor. Follow-up sequence begins automatically.
30 min to instant
time saved
Real-World Example
How one firm handled 40% more clients with the same team
Sarah runs a 15-person accounting firm in Manchester. Her team spent 60% of January to April on manual tax prep data entry — collecting documents from clients via email, extracting figures, entering them into returns, and cross-checking everything by hand. Overtime was expected. Burnout was normal.
We automated three key workflows: document collection via smart digital forms that clients complete on their phone, AI-powered data extraction from client records and bank statements, and draft return generation that pre-populates figures for the accountant to review.
Result: the same team now handles 40% more clients during tax season with zero overtime. Staff retention improved because January stopped being a month everyone dreaded.
40%
more clients handled
0 hrs
overtime during tax season
60%
less manual data entry
By the Numbers
The impact of automation on financial practices
78%
Reduction in onboarding time
15hrs
Saved per week on admin
40%
More clients handled during tax season
99.2%
Data accuracy vs manual entry
Ready to Automate?
Book your free AI audit for financial services
We will map your current workflows, identify the highest-impact automation opportunities, and show you exactly how much time and money you can save — no obligation, no jargon, no hard sell.
Get Your Free AI Audit