For Accountancy Firms

Your firm, never chasing clients

AI client comms that chases missing records, answers the same five questions for the hundredth time, runs onboarding, and drafts your replies — so your accountants do accounting, not admin. Plugs into Xero, QuickBooks, Sage, Karbon and Outlook. Live in 48 hours.

Conversations are handled by AI agents trained on your firm's voice. A partner reviews any client message flagged as advice, complaint or sensitive.

Book a 20-minute demo → Or call 0207 252 3333

Read the Leeds Accountancy story — 71% of records in before deadline →

What we automate for accountancy firms

Five jobs every practice manager would happily delete from the team's calendar. We turn them on in 48 hours.

📨

Records chase-ups

SA, VAT, payroll — clients get a personalised SMS / WhatsApp / email every time records are overdue. They reply, the agent files it, your team picks it up clean.

📝

Onboarding flows

New client signed? AML pack, ID checks, engagement letter, Companies House auth — all sequenced and chased automatically until every box is ticked.

❓

FAQ auto-replies

"When's my SA due?" "What's my UTR?" "Have you filed yet?" — answered instantly in your voice, in your house style. Inbox quiet, partners focused.

📅

Year-end & SA reminders

October / December / January cadence. Personalised by client type. Owners see records arrive in steady waves instead of a Jan 30th tsunami.

💷

Fees & invoicing nudges

Overdue invoices chased in your tone with polite escalation. Stripe / GoCardless link attached. Average day-sales-outstanding drops 12+ days.

This is what self-assessment season looks like with us

Live countdown to the next HMRC SA deadline. Every minute we're chasing records so your team doesn't have to.

Next deadline
Self-assessment online filing — 31 January
62
Days
14
Hours
37
Min
21
Sec
1,284
Clients chased this week
617
Records received back
94
Review calls booked

A pilot 6-partner firm in Manchester: 1,284 clients chased in week 2 of January, 48% replied within 72 hours, and their team's overtime hours dropped from 91 to 12. That's a real season, not a demo.

Plugs into the tools you already use

No rip-and-replace. We sit alongside your practice software and quietly handle the client-communications layer.

Xero
QuickBooks
Sage
Karbon
IRIS
Outlook
Companies House
HMRC MTD
Stripe / GoCardless

AML, ICAEW & GDPR-ready

Practice compliance is non-negotiable. We built the boring bits in from day one.

Audit-ready logs

Every client message, chase-up, document received and reply is timestamped and exportable as PDF — ready for ICAEW / ACCA / AAT visits and AML file reviews.

UK-hosted & GDPR-safe

Client data stays on UK servers. Financial data stays inside Xero / QuickBooks / Sage — we process operational metadata (chase times, reply rates) only. Full DPA on request.

Partner-in-the-loop on advice

Any client message that touches advice, complaint or sensitive matter routes to a named partner within 15 minutes during staffed hours. AI handles admin, partners handle judgement.

What our firms see in their first SA season

−87%
overtime hours in Jan (pilot 6-partner firm)
48hr
average go-live time
12d
faster average payment on chased invoices
6-partner firm, Manchester
"We onboarded in November, chased 1,284 SA clients through December and January, and went from 91 hours of partner overtime in the previous January down to 12. Two of the partners actually took the kids to school in week 4 of January. That's the win."
Real firm, anonymised. Named case studies coming once early-stage NDAs lift.

Pricing built for firms, not enterprises

Pick the tier that matches your bottleneck. Upgrade or downgrade any month. All tiers include 48-hour go-live and UK-only support.

Client Comms Agent

£349/month
  • Chase-ups (SA / VAT / payroll)
  • SMS / WhatsApp / email in your voice
  • Xero / QuickBooks / Sage sync
  • 5,000 client messages/month included

Best for: 1–3 partner firms, under 250 clients

Choose Client Comms

Comms + Onboarding Agent

£749/month
  • Everything in Client Comms Agent
  • Full client onboarding flows (AML / ID / engagement)
  • FAQ auto-replies in your house style
  • Fees & invoice nudges (Stripe / GoCardless)
  • Unlimited messages

Best for: 4–10 partner firms, 250–1,000 clients

Choose Onboarding

Practice Stack

£1,299/month
  • Everything above
  • Multi-office routing & reporting
  • Partner-level escalation rules
  • Custom voice per team / partner
  • Dedicated onboarding (5 hrs)

Best for: 10+ partner firms & multi-office practices

Choose Practice Stack
Book a 20-minute demo to see SA-season chase-ups live →

Honest answers

How long does setup take?
48 hours from contract signed. We connect to your practice software and email, train the AI on your house style, and load your client list. You're chasing clients by Wednesday.
Will clients know they're talking to an AI?
Yes — disclosed clearly on first contact each season. Any client message that touches advice, complaint or sensitive matter routes to a named partner within 15 minutes during staffed hours.
What if a client replies with a tax question?
The AI flags it as advice and routes to the responsible partner. It never gives tax advice in your name. It will, however, say "Sarah will come back to you within the business day" — and Sarah actually does.
Is this AML / ICAEW-compliant?
The comms layer is fully auditable — every chase, reply and document is timestamped and PDF-exportable for AML file reviews and institute visits. Advice and judgement stay with your qualified team.
Can we keep our existing client portal?
Absolutely. Most of our firms keep their portal for document upload and use us purely as the comms layer — chase, remind, confirm, escalate. Portals are storage; we're the conversation.

Stop chasing clients. Start practising accountancy again.

Book a 20-minute demo. We'll show you exactly how chase-ups, onboarding flows, and FAQ replies work with a firm like yours. Live in 48 hours after you say go — and ready in time for the next deadline.

Book demo → Or call 0207 252 3333
📅Book a Demo