Automation for accountancy practices, at a fixed price.

We map where a practice loses staff hours, build one or two workflows, and stay on to keep them running. For accountancy and bookkeeping firms on Xero, QuickBooks, FreeAgent or Sage.

Automation Audit £795 fixed, 1–2 weeks

A workflow map, the best opportunities, and a costed plan for the first sprint.

  • Questionnaire and a 60-minute kick-off
  • Top 3–5 opportunities, priced
  • Quick wins in tools you already pay for
  • A 90-day roadmap and a fixed sprint quote
Book an audit
Automation Sprint £2,500 fixed, about 3 weeks

One medium workflow, or two small ones, built, tested and handed over.

  • Built against your real process
  • Parallel run before go-live
  • Runbook, video and staff training
  • 30 days of fixes after go-live
Plan a sprint
Care plan £300 a month

Monitoring, fixes, small changes and a monthly report. Next-working-day response.

  • Alerts when a workflow fails
  • Small changes included
  • Monthly report on what ran
  • Starts after the 30 days of fixes
Ask about care
Cyber Essentials £500 plus the certification fee

Microsoft 365 hardening and help preparing for Cyber Essentials. A partner body issues the certificate.

  • MFA and tenant hardening
  • Policies and questionnaire help
  • Fits alongside an audit or sprint
  • Certification fee paid to the body
Add Cyber Essentials

If the audit finds fewer than 10 hours a month that can be saved, we refund the audit fee.

Workflows a sprint can build

You pick from a fixed menu, so the scope stays clear and we can reuse a build across practices. One sprint covers one medium workflow or two small ones. A large workflow is two sprints.

Medium Client records chaser Reminders for MTD records or year-end documents, uploads filed to the right client folder, and non-responders escalated.
Large Onboarding and AML intake A web form, ID check, engagement letter for e-signature, and the client set up in your practice software. Your team keeps the AML sign-off.
Medium Inbox triage Sorts email into query, document, invoice or urgent, files attachments, and drafts a reply for staff to approve.
Medium Document extraction Reads invoices, statements and tax forms and posts the fields to your accounting software or a review sheet. It works alongside Dext, not instead of it.
Small Deadline reminders Tracks VAT, corporation tax, Self Assessment and payroll dates, sends staged reminders, and emails partners a weekly overdue list.
Small Meeting notes to tasks Summarises a recorded client call, creates the tasks, and drafts the follow-up email.
Small Payroll changes A form for starters, leavers and hours. It checks the submission and routes it to payroll.
Medium Staff knowledge assistant Answers "how do we…" from your own procedures and templates, with a link back to the source.
Large Management report pack Pulls monthly figures from the accounting software into a branded draft commentary for client reviews.

How an engagement runs

01 · 1–2 weeks Audit

We learn the practice, score the repetitive work, and agree what to build first.

  • A 20-minute questionnaire and a lunchtime kick-off
  • Staff record the repetitive tasks
  • A read-only look at the tools and how they connect
  • Findings call with a fixed quote for the first sprint
02 · About 3 weeks Sprint

We build the chosen workflow, run it beside the manual process, then hand it over.

  • Trigger, steps, exceptions and approval points agreed in writing
  • Built on test or anonymised data, then a parallel run on real cases
  • Nothing reaches a client or HMRC without a person approving it
  • Runbook, a short video and a 30-minute training session
03 · Monthly Care

After 30 days of fixes, the care plan keeps the workflow watched and updated.

  • Monitoring and error alerts from the day it goes live
  • Next-working-day response, written into the plan
  • Small changes included; new workflows are a new sprint
  • One success measure, such as hours saved, checked at day 30

Included in every sprint

On every sprint. Software and AI usage are billed to you directly, usually tens of pounds a month.

  • Build, testing, runbook, video and training
  • Monitoring and error alerts from day one
  • A human approval step before anything is sent on
  • 30 days of bug fixes after go-live
  • Business AI tools whose terms keep client data out of model training
  • UK or EU data residency where the tool allows it
  • A log of every automated action
  • A data processing agreement before we start

Who it's for

Accountancy practices Firms with about 3–15 staff, already on cloud accounting software. Larger practices are quoted separately, usually from £1,495 for the audit.
Bookkeepers Practices spending partner time chasing records, filing email and retyping the same client details.
Practices preparing for MTD Making Tax Digital and e-invoicing keep adding admin. The automations gather and remind; tax advice stays with your qualified staff.

Automation questions

What do we actually get from the £795 audit?

A one-page map of your recurring workflows, the top three to five automation opportunities with hours, tools, price and risks, quick wins you can do yourselves, a short AI-use policy for client data, a red/amber/green security snapshot, and a fixed quote for the first sprint.

What if there is not enough to automate?

If the audit finds fewer than 10 hours a month of savings, we refund the fee. Most practices have more waste than that.

Who pays for Xero, Microsoft 365, Make or the AI?

You do, on your own accounts. We build with the tools you already use, plus n8n or Make where a workflow needs them. That keeps the sprint price fixed.

Will this give tax advice or complete AML checks?

No. The automation gathers, files and drafts. AML risk assessments and tax advice stay with qualified people in the practice.

Do you certify us for Cyber Essentials?

We prepare you: MFA, Microsoft 365 hardening, policies and the questionnaire. The certificate itself comes from an accredited body, and their fee is on top of the £500.

When do calls happen?

Kick-off, findings and training calls are at lunchtime or after 5pm, so they do not take the practice offline.