Automate client onboarding, invoice chasing and compliance deadline reminders. Your team focuses on advisory work — AI handles the admin that eats your day.
Average monthly saving for clients — enough to replace a part-time admin role
From sign-up to live — faster than hiring and training a new member of staff
Cost saving versus equivalent staffing for the same admin functions
The most valuable hours in an accountancy practice are the ones spent giving advice — not chasing documents, sending reminders, or answering the same client questions.
Chasing clients for ID documents, engagement letters, bank statements and previous-year figures is slow and manual. Every delay pushes back your workflow and frustrates clients before you've even started.
Most practices struggle to collect fees consistently. Chasing clients for payment feels uncomfortable, so it gets put off. Late payments pile up and cash flow suffers.
HMRC deadlines, VAT quarters, corporation tax due dates, confirmation statements — missing one costs your clients money and damages your reputation. Manual tracking in spreadsheets isn't reliable enough.
"When is my tax return due?" "What do I need to send you?" "Can I see my last invoice?" Your team answers these questions on repeat — hours that could be spent on advisory work instead.
Each agent handles one part of your admin — deployed together, they replace the equivalent of a full-time administrator
Sends welcome sequences, requests required documents, chases outstanding information and confirms when onboarding is complete. Clients know exactly what to send and when — your team just reviews the completed pack.
Sends professional payment reminders at timed intervals. Escalates overdue accounts automatically. Maintains a full audit trail. Recovers outstanding fees without your team making a single awkward call.
Monitors HMRC deadlines, VAT quarters, corporation tax due dates and confirmation statements for every client. Sends reminders to clients and your team so nothing slips through. Configurable notice periods for each deadline type.
Answers routine questions 24/7 — deadlines, document requirements, fee queries, invoice copies. Your team only gets involved when a query genuinely needs human judgement.
Automatically requests bank statements, payslips, receipts and other documents at the right point in each client's workflow. Chases outstanding items. Confirms receipt. Keeps your preparation schedule on track.
Generates and sends monthly or quarterly summary reports to clients — tax position summaries, bookkeeping snapshots, upcoming deadline overviews. Professional, consistent, and sent automatically without your team lifting a finger.
A Birmingham-based law firm deployed our Invoice & Payment Chaser agent to handle their outstanding debtors. The agent sent professional, timed reminders across email and SMS — escalating automatically for accounts over 30 and 60 days overdue.
Within 30 days, the firm had recovered £6,400 in outstanding invoices without a single uncomfortable conversation. The same approach works directly for accountancy practices chasing outstanding fees.
No setup fees. No contracts. Cancel any time. Setup and onboarding included on every plan.
One agent — pick the function that matters most right now
The three agents that handle the highest-volume admin tasks in any practice
All agents — replace the equivalent of a full admin function
All plans include a free 30-minute onboarding call. Swap your agent each billing cycle at no extra cost.
Book a free call to see which agents would make the biggest difference for your practice.
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