Five hours a week, back in every person's diary.
AI executive assistants for UK practices. Your team hands over work in plain English; it comes back done, ready for sign-off. Nothing leaves the firm without a person approving it.
per person
freed
The day-to-day, done in a fraction of the time.
Every practice carries a stream of small tasks that do not need an accountant's full attention but still have to get done: chasing records, writing emails, preparing packs, checking figures, collating documents, routine Excel work.
An assistant takes the first pass. Your team directs it in plain English, so it is not a rigid automation, and each task becomes minutes of review instead of an hour of doing.
“Check this client folder against the records request list and send a chasing email for whatever is missing.”
Excel work
Any spreadsheet work you need, done properly. For example: a year's bank transactions or a pile of CSVs cleaned, categorised and built into a working schedule with totals that tie back to source.
Deadline tracking
Your filing deadlines don't just get flagged, they get worked. Ahead of each VAT, Self Assessment or Companies House date, it checks who's outstanding, drafts the chasers, and has the paperwork ready for your approval, on its own schedule.
Records chasing
Your client's folder checked against the records request list, with a chasing email drafted for everything still outstanding. Ready to send in one click.
Cross-checking figures
A draft set of accounts checked line by line against the source workbooks, every discrepancy flagged in one pass.
Preparing packs
Year-end and onboarding packs assembled from your existing files, in the exact structure you used last year.
Drafting documents
Engagement letters, professional clearance letters, report commentary and file notes drafted from rough notes to a finished draft.
Six examples from a much longer list. As a rule of thumb, if a task can be done on a computer, the assistant can take it on. For work that needs your judgement, it speeds up what you already do, handling the legwork while the decisions stay with you.
We handle the whole setup, end to end.
AI capacity audit
freeA working session, not a sales call. We map the tasks your team handles today, identify the high-leverage areas to hand off, and put conservative numbers in hours and pounds on what an assistant could take over. If you do not go ahead, you keep the map.
Build
An assistant for each individual, tailored to how your firm works: connected to the software you already use and loaded with your context and procedures. Recurring work is handled quietly in the background, under the same sign-off rules as everything else.
Training and onboarding
30 days of supportWe train your team to hand work over in plain English and to use AI safely day to day, then stay with you for the first thirty days so it becomes part of how the firm runs rather than another tool nobody opens.
We stay until we have freed at least five hours a week for every participating member of staff.
At no extra fee. That is the threshold we hold ourselves to on every engagement. Many firms see ten to fifteen hours or more.
Safe to use on client data.
Accountancy work runs on confidential client data, so compliance is part of the setup from day one rather than bolted on afterwards. Every audit includes a check of GDPR and data-handling constraints for your firm before a single task is handed over.
UK GDPR from the ground up
Commercial AI plans with a Data Processing Agreement in place, so client personal data is handled under a proper Article 28 contract.
Not used for training
On the plans we deploy, your data and your clients' data are not used to train AI models.
Access like staff access
The assistant sees only the folders and systems it is granted, and you decide how much autonomy it has.
Your sign-off, always
Nothing client-facing goes out without a person approving it.
AI Essentials for UK Accountancy Firms
Getting set up without a developer, the tasks firms hand over first, and staying compliant with client data. Everything in it is something your team can start this week.
See what your firm could hand over.
No charge. We map your team's tasks and put conservative numbers, in hours and pounds, on what AI could safely take on.