AI for accountants & bookkeepers

Stop chasing. Start on the actual accounting.

Chasing records, deadline reminders, repetitive client emails. Your AI Business OS handles the chasing and admin so your time goes on the work that needs you.

01 Sound familiar?

Where your week disappears

Chasing client records every month
Deadline reminders to send
Long client email threads
Onboarding document collection
02 Where AI helps first

The jobs we'd set up for you

A supervised AI workstation that knows your business — it drafts, you approve, nothing sends without your say-so.
01

Chase client documents

Drafts polite, escalating record-request chasers — per client, in your tone.

02

Deadline reminders

Drafts VAT, tax and filing reminders from your client list and dates.

03

Summarise client threads

Turns long email threads into the key points and a clear action list.

04

Onboarding packs

Generates the document checklist and welcome pack for new clients.

Works with EmailPractice software exportClient filesCalendar

Connected only when you authorise it, on your own account. Login & CAPTCHA stay human.

More than a chatbot

It's a business OS, powered by AI

Think of it like hiring someone, giving them a desk and a laptop, teaching them your business, and connecting them to your tools — without the wage, the payroll, or the management. It can even build you small tools: a quote builder, a lead tracker, a simple dashboard.

Simple pricing

£250 one-off

The full build, supervised install and your custom "buttons". Then it's yours — you just pay Claude or ChatGPT for your own AI plan (from about £20/month). Optional £49/month if you'd like us on hand for improvements and fixes.

Start a project
Questions

Good to know

Does it replace my accounting software or my judgement?

No. It handles admin — chasing, reminders, summaries, packs. It is not a regulated accounting substitute and never makes the accounting decisions for you.

Will it send anything without me?

No. It drafts replies, quotes and chasers and waits — nothing is sent, posted or paid until you approve it.

Do I need to be technical?

Not at all. You ask in plain English ("reply to this enquiry", "chase unpaid invoices") and we set up all the technical side for you.

What does it cost?

£250 one-off to build and set it up. After that it's yours — you just pay Claude or ChatGPT directly for your own AI plan (from about £20/month). An optional £49/month keeps us on hand for improvements, new skills and fixes, but it isn't required.

Get in touch

Ready to take the admin off your plate?

Tell us where your week goes and we'll show you, with your own business, exactly where AI helps first.