Automation
Your team spends Thursday chasing eleven clients for bank statements.
We take the repeating admin off your team's desk and run it inside the software you already have. Document collection, onboarding, data entry, follow-ups, reporting. No new platform, no workflow overhaul.
We work with accounting, bookkeeping, and tax firms and nothing else.
What we build.
Document collection that runs itself
Request sequences per client type, per deadline, that chase until the files arrive and then stop. Your team stops being the reminder system.
Onboarding without the back-and-forth
New clients move from enquiry to set up on a track: engagement letter, identity checks, software access, opening records, all requested and tracked automatically.
Data entry that stops being manual
Records flow between your tools instead of being re-keyed by hand. The bank statement, the receipt, the return, entered once and synced.
Client communication on a schedule
Deadline reminders, status updates, and confirmations sent automatically, in your firm's voice, so nothing slips and nobody has to remember.
Reporting your team doesn't have to assemble
The management pack, the outstanding-items view, the deadline board, generated from your live data instead of rebuilt every month.
Document collection
Every engagement stalls in the same place: waiting on the client. We build request sequences that go out per client type and per deadline, follow up on a schedule until the records arrive, and then stop chasing the ones who have already sent. Intake connects to the storage you already use, so there is no new portal for clients to ignore, and your team gets a live view of exactly what is outstanding, by client and by deadline. This is the workflow that our 30-day turnaround guarantee is measured against.
Client onboarding
A new client should not mean a week of manual set up. We put onboarding on rails: engagement letter generated and sent for signing, identity and anti-money-laundering checks requested, software access provisioned, and opening records collected, each step tracked so nothing is half-finished. Your team sees where every new client is in the process without asking, and the client gets a clean, professional start instead of a scramble of emails.
Data sync and entry
Your staff is the integration between tools that do not talk to each other, and that is where the hours go. We connect the systems through their official integrations so records move once and stay in sync: bank activity, receipts, invoices, and returns entered a single time rather than re-keyed between your bookkeeping software, your tax software, and your spreadsheets. Fewer hands on the data means fewer transcription errors and less time spent reconciling versions.
Client communication
The small messages add up: deadline reminders, missing-item nudges, confirmations that something has been received or filed. We automate the routine ones in your firm's voice, on a schedule tied to your actual deadlines, so clients hear from you on time without a person writing each message. Your team keeps the conversations that need judgement and hands off the ones that only needed sending.
Reporting
Reporting eats time because it is rebuilt by hand every period. We generate the packs and views your firm runs on directly from your live data: the management report, the outstanding-items list, the deadline board, the capacity view. They stay current on their own, so the question 'where are we?' has an answer on a screen instead of a morning of assembling spreadsheets.
The stack it plugs into.
We build into the tools you already run, through their official, permissioned integrations. No migration, no new platform, nothing new for your team to learn.
- Xero
- QuickBooks
- FreeAgent
- Sage
- Dext
- IRIS
- TaxCalc
- BrightPay
- Karbon
- Google Workspace
- Microsoft 365
Map, build, run.
- 01
Map
We audit how work moves through your firm and where the hours go, costed against your own staff rates. You get a prioritised roadmap: what to build first, what it saves, what it costs. Delivered in 5 business days or it's free.
- 02
Build
Fixed scope, fixed price, fixed ship date, agreed in writing before anyone starts. Built and tested inside your existing stack. Training and documentation included. Nobody learns a new platform.
- 03
Run
Your automations monitored, maintained, and extended every month, so software updates and integration changes never become your problem. Or take the documentation and run it yourself. Both are fine.
The guarantee
We baseline your document turnaround before we start. If it hasn't measurably dropped 30 days after go-live, the full setup fee comes back to you.
Automation FAQ
Automation, answered.
No. We build into Xero, QuickBooks, Sage, your tax software, your payroll tool, your email, your storage. If it has an API or a stable workflow, we automate around it. Your team learns nothing new.
Weeks, not quarters. The Clarity audit is 5 business days, and document collection is usually the first thing we build because it is where the hours go. Every build carries a fixed ship date in the contract.
That is what the optional monthly retainer covers: monitoring every live automation, same-day fixes, and managing integration changes before they become your problem. It is only offered after your first build is live.
Your data stays in your systems. We work inside your existing storage and software rather than moving anything to a platform of ours. Access is scoped to what the build needs and revoked when it's done. We sign your NDA and your data processing agreement.
Start with Clarity.
A paid audit of your workflow, delivered in 5 business days or it's free, and credited in full against your first build. You get a map of where the hours go and a costed plan to get them back.