AI for accountants, tax advisers and law firms
Most of the week in a practice goes on chasing, coding and retyping, while the client work waits. These are the jobs practices like yours ask to hand to AI first, and what we'd set up for each, inside your own Microsoft 365 or Google Workspace.
What should changeDocuments in on time, routine coding off the bookkeepers' desks, and new clients set up without a chain of emails.
Where the hours go in a practice.
- 01
Chasing clients for missing documents.
Half of Monday goes on reminder emails, and the same clients need three of them.
What we set upReminders sent on a schedule from your job list, stopping as soon as the document arrives.
- 02
Coding transactions by hand.
Bookkeepers spend hours on entries that look the same every month.
What we set upRoutine transactions coded in Xero or QuickBooks, with anything uncertain sent to a person to decide.
- 03
Onboarding is a chain of emails.
Engagement letter, ID checks, document requests and set-up each happen by hand, in a different place.
What we set upOne intake form that sends the letter for signature, requests the documents and sets the client up in your practice software.
- 04
Documents start from the last one that looked similar.
Letters and agreements get rebuilt from old files, and client details are retyped from the matter or the practice system.
What we set upFirst drafts from your own precedents, filled in from the client file, for a qualified person to check.
- 05
Client, matter and finance data live in different systems.
Reports mean exporting three spreadsheets and stitching them together by hand.
What we set upOne weekly report that pulls from each system, so partners see work in progress and fees in one place.
“not to replace bookkeepers, but to automate the majority of transaction coding while escalating uncertain items”
What six weeks could look like.
An illustration, not a client story. Your plan comes out of your audit.
Example plan
An accountancy practice, 12 people
Where they startClients send paperwork by email, WhatsApp and the odd envelope. Two people lose most of Monday chasing what's missing and answering the same handful of questions.
What should changeMonday goes back to client work, and nobody types the same reply twice.
Runs inside the practice's own Microsoft 365. Nothing reaches a client without a person sending it.
- Week 1
Client email sorted by client and job, with draft replies to the common questions. A person reads and sends each one.
- Week 2
Chasers for missing documents drafted from the job list every Monday morning, checked before they go.
- Week 3
The monthly client update drafted from the partners' notes, for a partner to edit.
- Weeks 4 to 6
A checklist that onboards new clients. In week five the team builds the year-end reminder on their own.
Work it out on your own numbers.
Pick a job, move the sliders to match your team, and change our assumption if you think it's lower.
Work it out for your business
Our assumption. Change it if you think it's lower.
Their pay plus employer costs such as National Insurance and pension.
Worth to you, every year
£0
Your numbers and an assumption you can see. Your audit note checks them against how your business actually works, and week six measures what really happened.
Add this to my audit requestA Build Week, start to finish.
Every week follows the same pattern, so you always know what happens next.
- Week before
We rehearse
We run every step ourselves on our own test accounts, so we already know where it snags. You get a short checklist for adding us as a user. You never share passwords.
- Monday
Session one
Whoever does the work builds it on their own screen, in your accounts, while we guide them. About 90 minutes on Teams, Meet or Zoom.
- Tue to Wed
Between sessions
We fix anything that came up and prepare the next piece, down to the exact text to paste.
- Thursday
Session two
Another 90 minutes. The next piece gets built, and we check the first one still runs.
- Friday
The note
One page on what changed and what now runs by itself. The invoice for the week comes with it.
What accountants and law firms ask first.
Is it safe to use AI with client data?
Only on business plans whose terms say your data isn't used for training, inside your own Microsoft 365 or Google Workspace. We sign a data processing agreement before we see anything, and the audit note names every service that would touch client data.
Will it work with Xero, QuickBooks or our practice software?
Often, if the software can export a report or has an API, as Xero and QuickBooks do. We start by reading from it and only write back once you agree. The audit note says what we can and can't do with yours.
Who checks the work?
A qualified person on your team. Drafts, codings and letters wait for someone to approve them, and anything the AI isn't sure about goes to a person rather than being guessed.
Start with a free audit.
Tell us what your team does by hand and where to look. Within three working days you'll get a one-page note: the first job we'd suggest, an estimate of the hours it would save each week, a six-week plan and the weekly price. If we need longer, we'll email to say so.
- 1
We read what you've told us, then look at your site, your ads and how enquiries reach you. If we need more, we email. A call is optional.
- 2
You get the note by email, written by the person who'd run your sessions. It's yours to keep.
- 3
If you go ahead, we agree a start date and rehearse the week before.