for UK accountants
AI workflow assessment for UK accountants - find the admin draining your billable hours.
We book 60 minutes with you the way you would book a client meeting, and spend it on your own practice: the hours that never reach a timesheet - records chasing, onboarding, the switching between bookkeeping platforms, the quick-question emails - then you get a written plan that names each tool, sets out how to switch it on, and starts with whatever the practice gets back fastest.
The admin that never makes it onto a timesheet.
You bill clients at senior rates. Then a chunk of every week disappears to the work in between: three follow-ups to chase a missing year-end record, an onboarding that runs well past the slot you gave it, jumping between four bookkeeping platforms, and a steady drip of quick-question emails that never get billed.
None of it lands on a timesheet, so none of it is visible - but it is the reason January runs long, the reason you cannot take on the next client, and the reason the evenings vanish. Nobody in the practice can point at where it went, which is exactly why it never gets fixed.
So the assessment starts where your week does. Sixty minutes on the practice, then a plan ordered by what pays back first. Every vendor in the profession is selling AI at the moment, which is why we start from your jobs rather than from a product - and where a tool would cost more to set up than it saves, the report says so.
Run your own numbers in the admin cost calculator for accountants, or read the full breakdown in AI workflows for UK accountants.
The assessment is £799 - the billable-hours equivalent of less than a working day at a senior rate.
Your six biggest time sinks - and what we do about each one.
We map your whole practice in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin accountants feel.
Chasing year-end records
Three, sometimes five follow-ups per missing item, across every client at year-end. We take one year-end and count the follow-ups it needed, then mark which of them happened only because nobody could see what was still outstanding. Drafting and reminders cover most of that, and your report carries the wording.
Client onboarding
Engagement letters, AML checks, software access, opening balances, the intro call. We time an onboarding end to end and separate the steps that are identical on every client from the ones that turn on judgement. The report says whether the identical part is big enough to justify building something.
Switching between Xero, QuickBooks, Sage and FreeAgent
Different clients on different platforms means context-switching all day. We go through your stack client by client and list the reconciliation and bank-rule features you are already paying for and have left switched off.
Quick-question emails that eat an afternoon
The query that sounds quick and turns into a stretch of digging, written off because it felt too small to bill. We pull out the queries you answered last month and work out which of them repeat in shape, so the answer can be drafted rather than written cold every time - and the report covers how to price the interaction rather than absorb it.
Manual receipt and bank statement processing
Even with Dext or AutoEntry there is still a categorisation and query layer. We check what those tools are genuinely doing for you now, and where that leftover layer still lands on a person.
The capacity ceiling
New clients you cannot take on because nobody has the hours. Your report ranks everything by hours back, so capacity stops being a hiring question and becomes a question of which fix comes first.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your practice, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - an onboarding agent, say - the Custom AI Agent Build is a separate product from £949, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
The kind of result we publish.
Real clients, in their own words - the full story, what we found, and the measurable change in their week.
“Knowing something and doing something are completely different things.”
Questions accountants ask us.
Will this work for a practice with clients on different software?
Is client data safe if we start using AI tools?
We already use Dext and Xero. Is there anything left to save?
Is £799 worth it for a smaller practice?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your practice's hours actually go.
Book a 60-minute diagnostic. Get a report built around your practice within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →