Your team is spending hours on admin that shouldn't require a qualified accountant.
We build AI automations for accounting practices — client onboarding, document chasing, deadline reminders, and data entry — so your staff spend time on work that actually requires their expertise.
The places your time disappears
Chasing clients for bank statements, receipts, and signed documents every month.
New enquiries handled inconsistently — or not at all out of hours.
Staff manually entering data from one system into another.
Deadline tracking still done from a spreadsheet or someone's memory.
Client onboarding taking days when it should take hours.
Specific automations, not generic platforms
Every build is scoped to one of the workflows costing your team the most time. Built once, handed over, yours to keep.
Document Chase
Automated document request and chase sequences — clients get prompted automatically until they respond.
Enquiry Chatbot
AI chatbot for 24/7 enquiry handling and new client qualification.
Client Onboarding
Onboarding workflow — engagement letters, ID checks, CRM entry, joined up.
Deadline Reminders
Deadline and filing reminder automation, escalated automatically.
Practice Integrations
Integrations with Xero, QuickBooks, IRIS, and your practice management system.
Built to your workflow. Handed over to keep.
Every practice runs differently. Before we build anything, we walk through your actual process — the systems you use, the steps that take time, the points where things stall — and scope to that. No off-the-shelf assumptions, no generic templates, no software demo logic.
Every project is scoped to a fixed price before we start. No retainer, no ongoing fees, no surprises. Full documentation and training at handover. The system is yours.