AI Automation for UK Small Business: Costs, Workflows and a 90-Day Plan
What one automated workflow costs and typically saves, ten workflows ranked by payback, off-the-shelf vs custom builds compared, and the UK GDPR points that matter.
AI for Accountancy Firms
Automate the Chasing, Keying and Reminding So Your Team Can Advise
Quarterly digital filing, staff shortages and clients who send records late put pressure on every UK practice. We build AI automations and client-facing assistants that collect records, extract data, answer routine questions and keep deadlines on track, connected to the software you already use.
The Problem
Where a accountancy practice loses time and customers
Chasing missing records
Staff spend hours each week emailing clients for receipts, statements and answers.
Manual data entry
Invoices and receipts are still keyed or corrected by hand despite OCR tools.
Deadline pressure
Making Tax Digital quarters and year-ends stack up with the same headcount.
Routine client questions
The same payroll, VAT and expenses questions arrive by email every day.
What We Build
AI solutions for accountancy firms
Records & Onboarding Automation
Collects documents, runs AML and ID checks, chases what is missing and files everything to the right client folder.
AI Automation pricing and detailsXero, QuickBooks & Sage AI Add-Ons
Extracts and codes data, flags reconciliation exceptions and drafts management report commentary inside your existing stack.
AI Integration pricing and detailsClient Portal Assistant
Answers routine questions about deadlines, payroll and expenses from your own guidance, and escalates anything advisory to a person.
AI Chatbot Development pricing and detailsAI Call Handling in Busy Season
Answers overflow calls, books appointments and takes structured messages when the team is heads-down.
AI Voice Agents pricing and detailsOutcomes
What changes for your accountancy practice
- Records arrive on time without manual chasing
- Fewer keying errors and faster month-ends
- Deadlines tracked and clients reminded automatically
- Partners spend time on advice, not admin
FAQ
Questions accountancy firms ask us
Which accounting software do you work with?
Xero, QuickBooks Online, Sage, FreeAgent, Dext and practice tools such as Karbon and Senta, via their APIs. We confirm your exact stack on the discovery call.
Does AI file anything with HMRC automatically?
No. We keep a human review and approval step before any submission. The AI prepares, checks and reminds; your team signs off.
How do you keep client financial data secure?
Data stays in your systems where possible; anything processed by AI is encrypted, UK or EU hosted and covered by a data processing agreement. We support your ICO obligations and internal controls.
How is practice automation quoted?
Per workflow, as a fixed price agreed after a free discovery call, plus a monthly support fee. A bundle of connected workflows costs less per workflow than the same ones built separately. Most practices start with records chasing or client onboarding and add more once the first is proving itself.
Guides for accountancy firms
AI Development Cost UK: The Real 2026 Pricing Guide
What actually drives AI development cost in the UK for chatbots, voice agents, automation, integration, web apps, mobile apps and MVPs — plus offshore comparisons and the questions to ask before you sign a quote.
AI Chatbot Development for UK Businesses: The Complete Guide 2026
What a custom AI chatbot costs in the UK, how long it takes to build, what it actually does that a scripted bot could not, and how to choose a developer.
See what AI would do for your accountancy practice
A free 30-minute discovery call. We map where you lose time and customers today, and give you a fixed price for fixing it.
Book a Free Discovery Call