AI workflow assessment for UK bookkeepers - find the admin around every client's books.
We sit down with your practice for 60 minutes, diagnose where the hours actually go - chasing records, reconciliation queries, VAT and MTD prep, client onboarding - and hand back a report built around how you work: named tools, step-by-step recipes, and a prioritised plan to reclaim the time. Not a template.
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. You know AI could take some of it. You just need someone to show you exactly where, and in what order, for a practice that runs the way yours does.
That is what the assessment is for. Not another course, not a generic tool list - a 60-minute diagnostic of your practice and a plan built around what will genuinely give you the hours back.
The record-chasing and query work that fills a bookkeeper's week.
We don't put a single headline figure on bookkeeping admin here, because your client mix and pricing decide it - a practice on fixed monthly fees loses time differently to one on hourly billing. What we can say from assessing UK finance practices is that the biggest drains are consistent: chasing records, reconciliation queries, VAT and MTD prep, and client onboarding.
Bookkeeping sits inside the same accountancy-and-bookkeeping admin data we use across the site, so if you want a number to work from, our accountants breakdown is the closest anchor - then run your own rate through the calculator. The assessment itself measures your actual week, so the figure in your report is yours, not an average.
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 we work the numbers out from your actual week, not a sector average.
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 map how the chase runs in your practice and show where AI drafting and scheduled reminders take it off your plate.
Client onboarding
Engagement letter, AML checks, software access, opening balances, the handover from the last bookkeeper. We identify the repeatable steps AI can template and flag whether a bespoke onboarding agent would pay back for the volume you take on.
Reconciliation and coding queries
The 'what's this £240 to a name I don't recognise?' question, multiplied across every client. We show how a query-log workflow and AI-drafted client emails turn the back-and-forth from a daily interruption into a batched, quick job.
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 assess your current setup and the parts AI and tighter automation can genuinely shrink - not the parts that still need your judgement.
Receipt and statement processing
Even with Dext or AutoEntry there's a categorisation and query layer left over. We look at how you use the tools you already pay for and where their AI features are switched off, client by client.
The capacity ceiling
Clients you can't take on because the admin already fills the month. Your report prioritises by hours reclaimed, so you can free the capacity to grow without hiring 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 - a records-chasing agent, say - the Custom AI Agent Build is a separate product from £2,500, 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.
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 →Not ready to book? Take the free 2-minute AI readiness quiz to see where your practice stands.