For accountancy practices
AI and automation for accountancy practices that want their evenings back.
Your practice runs on partners' hours: meeting write-ups, chasing records, bookkeeping queries, onboarding, January. We build the automation and AI that take that work off the team, connected to Xero, Karbon and the tools you already run.
Why a practice's week disappears into admin.
- 01Every client meeting ends with a write-up and a follow-up that someone does by hand, usually the partner, usually late.
- 02Chasing records. Receipts, bank feeds and answers to queries arrive in dribs, and the same reminders go out by hand every week.
- 03Onboarding a client takes a week of emails: engagement letter, ID checks, direct debit, software access, each one chased separately.
- 04The partners are the bottleneck. Review, sign-off and client questions all wait for the people with the least time.
What it is
Automation and AI built around how a UK practice actually runs. Client meetings written up and followed up automatically, records and queries chased without a person doing it, onboarding that runs itself, and one place to see deadlines, WIP and cash. Human review on everything that reaches a client.
Who it's for
Accountancy and bookkeeping practices with three to thirty staff, where the partners can see the admin eating the fee-earning hours but have no time between deadlines to fix it. Xero, QuickBooks, Sage or FreeAgent, it does not matter which.
Map the hours
A 48-hour audit of where the time goes: which jobs, which clients, which chasing. You keep the map whether or not we build.
Build the first automation
The biggest leak goes first, usually meeting follow-up or records chasing. Live in two to four weeks, built on your real workflow.
Connect the practice
Your software, inbox and calendar joined into one system, with a daily brief for the partners on deadlines, WIP, cash and what needs a decision.
Run and extend
Hosted, monitored and extended month by month. Each new automation gives the team more hours back.
- Client meetings transcribed, summarised and followed up automatically
- Records and query chasing that runs itself and stops when the client responds
- Client onboarding from engagement letter to software access, tracked and chased
- Bookkeeping queries turned into draft invoices and matched receipts for review
- One dashboard: deadlines, WIP, fees billed, cash and who is waiting on whom
- Every client-facing output drafted for a person to approve, never sent alone
"They helped me implement smart software, automations, and developed custom AI agents for my business. True problem solvers, able to pinpoint the areas that need improvement and create solutions I didn't even know were possible, which has saved me hours every week."
Verified Trustpilot review
Built on the software your practice already runs.
If it has an API or an export, it can join the system. We build on the live APIs, not screen-scraping. And we run our own practice admin this way: sales invoices raised in Xero from the accountant's weekly query sheet, receipts matched and filed, the queries cleared by the system before a person looks at them.
A UK accountancy firm
Every client meeting was written up and followed up by hand, usually by the partner who ran it, usually late. Opportunities raised in those meetings slipped because nobody had time to go back through the notes.
What we built
Meeting-intelligence software that listens to each client call and produces the summary, the actions and a read on the opportunities, risks and sentiment, filed against the client. A £7,500 build. Two further builds followed.
Built for a regulated profession.
- A person reviews and signs off anything that reaches a client or HMRC. The AI drafts; your team decides. That is the model set out in the ICAEW generative AI guide.
- Business tiers only, so the AI providers do not train on your clients' data. Data stays in the UK or EU wherever the tool allows it.
- Access scoped per staff member, with a record of what was sent to whom and when.
- A data protection impact assessment on request, following the ICO's guidance on AI and data protection.
- Making Tax Digital filings stay inside your tax software. We automate the work around them, never the submission itself.
- You own what we build: the code, the documentation, the data. No lock-in to us or to a platform.
What it costs, before you book.
Free
Thirty minutes. We show you where the hours are going and what to fix first. You keep the map whether or not we work together.
£997
A 48-hour deep dive into your practice's tools, workflows and gaps, with a prioritised action plan.
£5k to £15k
Most practice builds land here. The meeting-intelligence system for a UK firm was £7,500. Scoped and quoted after the audit.
£4,995 + £995/mo
Everything connected, a daily partners' brief and the first automation, live in 14 days or refunded. Then hosted, monitored and extended every month.
Guides for accountants, in depth.
AccountantsAI Policy for Accountants: A Free Template Your Practice Can Adopt This WeekICAEW says you should have one. The ICO assumes you have thought about it. Most practices have a verbal rule about not pasting client data into ChatGPT and nothing written down. Here is a policy you can adopt as it stands and tighten later.
Read it →
AccountantsKarbon and Xero Automation: What the Integration Does, and What You Still Have to BuildKarbon and Xero fit together better than most practice stacks. They still leave the week's repetitive work exactly where it was. Here is the honest line between what the integration handles and what a practice has to build on top.
Read it →
AccountantsDext vs AutoEntry vs an AI Inbox: Receipt Capture for a Practice, ComparedBoth tools read a receipt well. Neither can read a receipt that never arrived. Here is how they compare on the things that decide a practice's hours, and the finding from our own mailbox audit that changed how we think about the problem.
Read it →
AccountantsAI for Accountancy Practices in the UK: What ICAEW, ACCA, the ICO and MTD Mean for What You Can AutomateThree bodies and one HMRC programme set the boundaries for AI in a UK practice. None of them forbids it. All of them assume a person stays responsible. Here is what each one actually says, and what it means for the automation you build.
Read it →
AccountantsXero Workflow Automation for Accountancy Practices: What to Automate FirstMost Xero automation advice is written for the business owner with one set of books. A practice runs fifty. Here is what to automate when the admin is multiplied by every client, in the order that pays back fastest.
Read it →AccountantsHow an Accountancy Firm Automated Client Meeting Follow-Up (And What It Found)Every client meeting in the firm ended the same way: a partner writing it up late, and the opportunities raised in the room quietly going nowhere. Here is the system that changed that, what it cost, and how to tell whether your practice needs one.
Read it →AccountantsAutomate Bookkeeping With AI: A Guide for Practices, Not Business OwnersEvery article on 'AI bookkeeping' is aimed at a founder with one company. This one is for the practice doing it for fifty, where the question is not 'can AI do my books' but 'which parts of my team's week can a system take, safely, across every client'.
Read it →AI for accountancy practices, questions answered.
It has to be. We run on paid business tiers where the providers do not train on your data, keep data in the UK or EU where the tool allows it, scope access per staff member, and put a person in front of anything that goes to a client. A data protection impact assessment is available on request.
Xero, QuickBooks, Sage, FreeAgent, Dext, Karbon, TaxCalc, Google Workspace, Microsoft 365, Slack and your CRM. If a tool has an API or an export, it can join the system. We build on the live APIs, not screen-scraping, so it keeps working when a vendor changes its screens.
Yes. Everything is built around a person reviewing and signing off: the AI drafts, your team decides. That is the model in the ICAEW generative AI guide and the ICO's AI guidance. Making Tax Digital submissions stay inside your tax software; we automate the work around them, never the filing itself.
A discovery call is free. The Scaleability Audit is £997. Most practice builds land between £5,000 and £15,000; the meeting-intelligence system we built for a UK firm was £7,500. AIOS Foundation is £4,995, then £995 a month to host, monitor and extend it.
The first automation is typically live within two to four weeks of the audit. AIOS Foundation goes live in 14 days or you get your money back. The sensible time to build is the quiet months, so it is running before January.
No. The sweet spot is three to thirty staff, where partners still do admin a system should be doing. Below that, start with one automation rather than the whole operating system. Above it, we usually begin with the audit so the first build is the right one.
No. It removes the chasing, matching, re-keying and write-ups that sit around their work, so the same team handles more clients at the same quality. Every client-facing output is drafted for a person to approve. Nothing is sent on its own.
Book a free discovery call.
Whether it's AIOS, consulting, software or automation, we'll map where the time and money are leaking and what would give you the most back. No obligation, you keep the map.
Book a discovery call →