Automation / Accountants & Bookkeepers

Automation for accountants & bookkeepers

Stop chasing clients for paperwork. We automate invoice reminders, receipt collection and onboarding, so your team spends time on advice, not admin.

Get a free automation auditSee case studies
2–4 weekstypical build time
From £495fixed-price quote
Xero · QBO · Sageworks with your tools

How a typical workflow runs

1Invoice becomes overdue in Xerotrigger
2AI drafts a polite, personalised reminderAI
3Sent by email, escalates after 7 daysauto
4Partner gets a weekly debtor summaryreport

Where your week disappears

The repetitive jobs we hear about most from accountants & bookkeepers.

Chasing paperwork

Hours every week asking clients for bank statements, receipts and signatures.

Manual reminders

Overdue invoices followed up one email at a time, when someone remembers.

Slow onboarding

Forms, ID checks and engagement letters sent and tracked by hand.

What we automate for you

Built around the software you already use, with nothing new for your customers to learn.

Invoice chasing

Personalised reminders that escalate automatically and stop the moment a client pays.

Receipt & document capture

Clients forward or WhatsApp receipts; AI reads them and files them in the right place.

Client onboarding

One link sends forms, ID checks and engagement letters, then sets the client up in your systems.

Deadline reminders

VAT, self-assessment and year-end reminders sent to clients at the right time.

Practice reporting

Debtors, WIP and workload pulled into one summary every Monday morning.

Inbox triage

AI sorts client emails, drafts replies to common questions and flags anything urgent.

Case studies

From the problem to the result: what automation changes day to day.

Example project · Bookkeeping practice

Overdue invoices chased automatically

BeforeA team member spent Friday afternoons sending reminder emails one by one.
AfterReminders go out daily from Xero, written in the practice’s tone and escalating on their own.
XeroOutlookAI drafting
~4 hrssaved per week
Fasterclient payments
Example project · Accountancy firm

New clients onboarded with one link

BeforeForms, ID checks and letters were emailed separately and tracked in a spreadsheet.
AfterOne link handles everything and creates the client in the practice software.
FormsE-signaturePractice software
~2 hrs → 15 minper new client
Nothingmissed or lost
Example project · Sole-trader bookkeeper

Receipts collected over WhatsApp

BeforeClients sent photos by text and email, which were saved and typed in by hand.
AfterAI reads each photo, extracts the details and files it against the right client.
WhatsAppOCRDext / Xero
Mosttyping removed
Same daybooks kept up to date

Example projects showing typical results. Every business is different, and your free audit gives you real estimates for yours.

Works with the tools you already use

XeroQuickBooksSageDextMicrosoft 365GmailWhatsAppGoogle Sheets

Common questions

Do my clients need to install anything?

No. They keep using email, WhatsApp or a simple link we send them.

Will it work with our practice software?

Usually, yes. We connect to Xero, QuickBooks, Sage and most practice tools. We confirm this in your free audit before you commit.

Is my data kept secure?

Yes. We use secure, GDPR-compliant services and your own accounts. Your data is never sold or shared, and you stay in control of it.

How much does it cost?

Automations start from £495, and every project gets a fixed, written quote after a free audit. Most are built in 2–4 weeks.

See what you could automate

Get a free audit. We will review how your business runs and show you 3 automations, with the time you would save and the cost.

Book a 30-minute call