More time advising. Less time chasing attachments.
AI support for email, missing documents and reply preparation in accounting firms. Professional judgement stays with you.
From scattered attachments to a clear next step.
01 / Collect
Incoming client mail is categorised and relevant document requests are brought together.
02 / Prepare
Missing information is flagged against your agreed checklist. A reminder draft is prepared.
03 / Review
Your accountant checks the documents and approves the next action.
A proposed workflow example, not a client case study. Exact scope and integration support are confirmed before the pilot.
What stays with your team.
Tax advice, accounting judgement, ledger posting, payment approval and client commitments. The first pilot prepares and organises; it does not replace professional responsibility.
A good fit starts with the process.
Worth a conversation if…
- You have an established business and a repeatable workflow.
- Your team spends several hours a week sorting, preparing or chasing.
- Someone can own the process and review the work.
- You can share representative examples and authorised tool access.
Start somewhere simpler if…
- Every task is unique and nobody can describe the rules.
- You mainly need a one-off chatbot or a new website.
- Nobody can review exceptions or own the outcome.
- You expect guaranteed revenue or unrestricted autonomous actions.
Not sure where you fit? The five-question assessment gives you a useful starting point before you book.
Find your first AI workflow