AI for accountants: less chasing, less keying
We help accounting practices automate the work around the accounts: chasing clients for records, keying in statements and receipts, onboarding and AML checks, and the client emails that never stop. Built by people who've run IT for accountancy practices for years.
More records, more often, from more clients
Making Tax Digital for Income Tax started in April 2026 for sole traders and landlords with qualifying income over £50,000, and reaches those over £30,000 from April 2027.
Quarterly updates mean collecting and processing records four times a year instead of once. For most practices that's more chasing and more keying, without more hours in the day.
That's exactly the kind of repetitive work automation handles well. The judgement stays with your team; the collecting, sorting and entering doesn't have to.
Financial data handled properly
- No consumer AI. Client records never go into public chatbots.
- Business-grade AI under contract. We build with Anthropic's Claude through its business service. Your data isn't used to train its models, and it's covered by a data processing agreement.
- In-house AI, coming soon. AI on our own hardware in Cardiff, for data that shouldn't leave the building.
- People check the numbers. Anything the automation isn't sure about goes to your team for review.
- Backed by an IT security business. Alphabyte IT is a Microsoft Partner and certified to Cyber Essentials.
The work around the accounts
Chasing client records
Requests and reminders sent on schedule for year-end and quarterly updates, with a live view of who has and hasn't sent what.
Statements and receipts
Bank statements, receipts and invoices read and entered into your software for checking, instead of typed in by hand.
Onboarding and AML
Engagement letters, ID documents and client information gathered and chased, then filed so the new client is ready to go.
Client email triage
Incoming queries sorted, routed to the right person, and routine replies drafted for checking.
Deadline reminders
Filing, VAT and payment reminders sent to clients on time, every time, without anyone keeping a list.
First-draft commentary
Management accounts figures turned into a first draft of the commentary, for your accountant to edit and sign off.
Questions practices ask us
Can automation help with Making Tax Digital?
Yes, with the work around it: collecting records from clients, chasing what's missing, and getting the data into your software. The quarterly submissions themselves still go through your HMRC-recognised software.
Will it work with Xero or QuickBooks?
Cloud accounting software like Xero and QuickBooks can usually accept data from other systems. We confirm what your software can do at the free audit before we build anything.
Can AI do the bookkeeping?
It can read documents and enter the data, but your team should still review and approve. We automate the collecting and keying so your people spend their time on the judgement.
Is it worth it for a small practice?
Usually, because small practices feel every lost hour. The free audit tells you which automations would pay for themselves, and Monthly AI Support at £459 + VAT a month spreads the cost.
How many hours does your practice spend chasing?
Find out in a free 20-minute audit, with a plain-English report of the three automations worth doing first.
Book a Free Audit →