Accountants and bookkeepers
An owner-led accountancy practice lives and dies by deadlines and paperwork, and most of the friction is chasing clients for documents that should already be in. AI automation handles onboarding, the document chase and the routine reminders, so your time goes on the work clients actually pay for.
The admin that eats your week
The technical work is the easy part. The drag is everything around it, the back-and-forth to get what you need, on time, from people who are busy running their own businesses:
All of it is structured, repeatable and rule-based, which is the kind of work automation is genuinely good at.
Example automations
Three concrete jobs AI can take off your plate. These are real tools, set up around how practices already work.
Client onboarding pack generation
A new client triggers the full onboarding sequence: the right forms, document requests and a clear checklist, sent automatically and tracked. You see at a glance what's in and what's still outstanding.
Document chasing follow-ups
Outstanding document requests get polite, automatic reminders on a schedule you set, escalating as a deadline nears. You stop being the nag and only step in when a client genuinely needs a call.
Supplier and email triage
Incoming mail is triaged so client documents, Revenue notices and deadline-sensitive items rise to the top with a draft response ready, while routine mail is filed out of the way.
How it works
I come to your office for twenty minutes, look at how onboarding, document requests and deadlines flow through your practice, and show you two or three tools built for that work.
I drive out to you, anywhere within about a 90-minute reach across Munster.
Chosen for the jobs that actually eat your week, not a generic toolkit.
You see the tools working, then decide what to do next in your own time.
If you want help setting the tools up afterwards, we agree a flat price first. No surprises.
Common questions
Yes, and for an accountancy practice that's the first thing we sort. The automations are set up with privacy-first tools and GDPR in mind, with a clear basis for the data they touch. I'll show you exactly where client information sits and moves during the session.
The automations sit around your practice rather than inside your ledger. They handle the communication and document side, onboarding, chasing, reminders, and hand the actual figures to you in your existing software. Nothing touches your accounts that you have not approved.
They're written in your practice's tone and signed off the way you would sign off. Most clients prefer a clear, timely reminder to a last-minute scramble. You decide the wording once, and you can step in to personalise any message that needs it.
It's often most useful for owner-led practices, because there's no admin team to absorb the chasing. Taking onboarding and document follow-ups off two people frees up real hours during the busy filing periods.
Book a free on-site session. I'll show you AI tools set up around onboarding, document chasing and deadline reminders, with no pitch at the end.
