for UK bookkeepers
AI workflow assessment for UK bookkeepers - find the admin around every client's books.
Sixty minutes, booked before or after the month-end crunch rather than in the middle of it, spent working out where your week goes around the books - chasing records, reconciliation queries, VAT and MTD prep, onboarding. You get back a written plan you could hand to whoever looks after your software, with the setup for each recommendation already written.
The chasing and querying around every set of books.
You price the bookkeeping. Then the week fills with the work around it: chasing clients for the receipts and statements you need, resolving the 'what's this transaction?' queries, prepping VAT returns under Making Tax Digital, and onboarding each new client with engagement letters, AML checks and software access.
None of it is the bookkeeping itself, but all of it has to happen before the books can close - and it is the reason month-end runs late and you can't take on the next client without more hours. Every period it comes round again, in the same order, on much the same clients, and the practice grows by adding hours rather than by getting faster.
Sixty minutes on the practice, then a plan you could hand to whoever sets your software up. Bookkeepers get pitched apps aimed at the data entry you automated years ago; what is left is the chasing and the queries, so that is where we start.
The record-chasing and query work that fills a bookkeeper's week.
No headline figure here, because a practice on fixed monthly fees loses time in a different shape to one billing by the hour, and a book weighted towards VAT-registered clients moves it again. What holds across the practices we assess is which jobs do the damage: chasing records, reconciliation queries, VAT and MTD prep, and onboarding.
If you want a figure to work from before booking anything, the admin cost calculator does the sum on your own hours and rate. The session goes further than a sum: we take a couple of clients you would call typical and follow a full period on each, from the first request for records to the point the books close, marking who touched what along the way.
Run your own numbers in the admin cost calculator for accountants and bookkeepers, or read the full breakdown in streamlining bookkeeping client onboarding with AI.
The assessment is £799 - and what it finds sits on your own client book, client by client.
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 bookkeepers feel.
Chasing client records
The receipts, bank statements and missing invoices you need before anything reconciles - three or four follow-ups per client, every period. We take one period on one client and write down everything it took to get a complete set of records in: the requests, the reminders, the phone call in the end.
Client onboarding
Engagement letter, AML checks, software access, opening balances, the handover from the last bookkeeper. We line up two recent onboardings side by side and mark what actually differed. Where almost nothing did, a template earns its keep; where a lot did, it will not.
Reconciliation and coding queries
The 'what's this £240 to a name I don't recognise?' question, multiplied across every client. We group a month of queries by what caused them, because a query caused by a missing habit at the client's end gets fixed very differently to one caused by a coding rule at yours.
VAT returns and Making Tax Digital
Quarterly VAT prep, MTD submissions and the deadline pressure that comes with them, across a whole client book. We work through a quarter's VAT run and separate the checking from the deciding. Checking is where a system helps; deciding stays with you.
Receipt and statement processing
Even with Dext or AutoEntry there's a categorisation and query layer left over. We pick one client's month of receipts and see how many needed a human decision rather than a rule, because that is what decides whether more automation helps you or simply moves the work.
The capacity ceiling
Clients you can't take on because the admin already fills the month. Your report orders the fixes by hours returned, and it starts with the month-end that runs late, because that is what stops you saying yes to the next client.
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 - a records-chasing 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 bookkeepers ask us.
Is client financial data safe if we start using AI tools?
We already use Dext and Xero. Is there anything left to save?
How is this different from your accountants page?
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 →