AI automation for accountants
Chasing records from the same twelve clients, onboarding new ones three emails at a time, and answering the same five questions from people who have already been told the answer.
None of it is chargeable, and all of it arrives in the same fortnight.
The handover
What I would build for you
Chasing that knows what each client still owes
It works from the actual list of what is outstanding for that client, chases only those items, changes the message when the first one is ignored, and goes quiet item by item as each one arrives.
Onboarding collected in one pass
Identification, anti money laundering checks, the engagement letter and the authorisation codes are gathered together and tracked until the set is complete, then handed to you as a finished file rather than a thread.
Routine questions answered from your own guidance
Answers come from what your practice has already written down. Anything outside that arrives on your desk with a draft reply attached, rather than going out in your name.
A weekly view of which jobs are actually at risk
Not a list of deadlines. Which clients have not sent what they need to, ranked by how close the deadline is and how long the work takes once the records land.
The part your regulator cares about
Client confidentiality holds throughout. Nothing is filed, submitted or sent until one of your people has read it and approved it, the data stays in systems your practice controls, and anything the flow does not cover stops and comes to a person.
The audit is free and takes twenty minutes.
I will ask what takes up your week, tell you which parts are worth automating first, and what each one would take to build. Most businesses have more than they expect.