AI automation for accountants & bookkeepers
You already know where your time goes in January. It goes into chasing the same forty clients for the same records they were asked for in October.
What accountants & bookkeepers actually lose
Where the work goes
- ✕Record chasing before deadlines consumes weeks of senior time every year.
- ✕Onboarding a new client involves the same twelve emails every single time.
- ✕Enquiries arrive year-round but conversion depends on follow-up nobody does in busy season.
What changes
- ✓Every call answered, 24 hours a day, including the ones you physically cannot take.
- ✓Every enquiry answered in under a minute, whatever time it arrives.
- ✓Every quote chased on a schedule, without you remembering.
- ✓Every completed job asked for a Google review automatically.
- ✓Hours of weekly admin removed from your evenings.
Automation built for accountants & bookkeepers
Automated record chasing
Escalating, polite reminder sequences by email and SMS starting well before the deadline, with a secure upload link. Your team only touches the genuine stragglers.
Onboarding in one click
Engagement letter, AML documentation, authorisation, bank connection and records request all triggered automatically when a client signs up.
Deadline reminder calendars
VAT, payroll, corporation tax, confirmation statements and self assessment reminders scheduled per client and sent automatically.
Enquiry capture and nurture
Prospective clients — who almost always enquire while looking at three other firms — get an instant response and a structured follow-up sequence.
Advisory service upsell sequences
Automated campaigns that move compliance-only clients towards advisory work, based on triggers in their data.
Everything in one plan
Your accountancy practice gets the whole system — not a chatbot from one supplier and a website from another.
One plan, everything included
Website, AI, automation and ongoing management in a single monthly fee. No contracts — 30 days' notice.
- ✓3–5 page professional website
- ✓AI chatbot trained on your business
- ✓Lead capture + instant alerts
- ✓Automated enquiry follow-up
- ✓Missed call text-back
- ✓Online booking & monthly reporting
- ✓Everything in Starter
- ✓5–8 page website with live chat
- ✓AI voice receptionist — 200 mins/mo
- ✓Full lead & sales pipeline
- ✓Client onboarding automation
- ✓Invoice chasing & weekly reporting
- ✓Everything in Growth
- ✓Unlimited page website
- ✓AI voice receptionist — 400 mins/mo
- ✓Staff onboarding automation
- ✓Social scheduling & knowledge base
- ✓Priority support & strategy calls
All plans include hosting, edits, updates and ongoing management. Cancel any time with 30 days' notice. Full pricing details →