Accountancy & Finance
We automate the admin that eats your day — call handling, email replies, document chasing, tax document processing, and deadline tracking. Your staff focus on billable work. The system handles the rest.
See The Difference
Same day. Same clients. Same calls and emails. Completely different outcome.
Receptionist chats for 5 minutes, writes name and number on a sticky note. Promises someone will call back. By 9:15 the note is buried. Nobody writes a welcome email. Nobody requests documents. Emma waits.
15+ minutes wasted. No outcome.Same call. By the time staff hangs up, a draft email is waiting: "Dear Emma, to get started with your Self-Assessment, we'll need your proof of ID, National Insurance number, and UTR number." Task created: "Follow up within 48 hours." Staff reviews, hits send.
30 seconds. Email sent. Task assigned.Client calls panicking about a £600 HMRC penalty. Staff says "we'll look into it." No email sent. No record. No task. Senior accountant doesn't find out until Thursday.
5 minutes on call. Zero follow-up.System drafts a reassuring email asking John to scan the penalty letter. Task created for senior accountant: "Check filing status — appeal if grounds exist." Deadline: Tomorrow. Partner gets an urgent alert.
30 seconds. Client reassured. Team notified.John's email arrives with a photo of the penalty letter attached. It sits in the inbox. Nobody opens it until Thursday. Nobody extracts the penalty reference or checks the appeal deadline. Time runs out.
3 days of delay. Appeal window shrinking.System reads the attached photo, extracts the penalty reference, £600 amount, and appeal deadline. Drafts a reply in the same thread: "Thank you, John. We will submit an appeal within 48 hours." Staff reviews, hits send.
30 seconds. Letter read. Appeal started.One new enquiry, one with a P60 attached, one asking about fees. Staff reads each, types replies manually. P60 figures entered by hand. Fee query needs checking with partner first. Takes all morning.
45+ minutes. Manual data entry.System already read all 3. New enquiry got a welcome draft. P60 figures extracted automatically. Fee query routed to partner — no AI reply on sensitive topics. Three drafts waiting.
2 minutes to review all three.Tax deadline in 2 weeks. Nobody has time to chase 5 clients individually. Someone says "I'll do it later." Later never comes. Documents arrive the night before filing deadline — or not at all.
0 minutes spent. 5 clients at risk.Document chaser already ran at 8:00 AM. 5 chase emails drafted — three got a polite reminder, two got an urgent deadline warning. Deadline tracker sent a colour-coded summary to staff.
0 minutes. Fully automatic.Emma never got a reply. John calls back frustrated. 3 deadlines at risk. Partner asks "what's happening with the Smith case?" Nobody knows.
3+ hours of admin. Multiple things missed.Emma got a welcome email within 1 minute. John's appeal is being prepared. All deadlines tracked. Partner opens the Activity Log — full picture in 10 seconds.
Under 5 minutes total. Nothing missed.Why Us
You already pay for accounting and practice management software. Here's what they're missing.
| Capability | Your Accounting Software | Your Practice Management Tool | Our System |
|---|---|---|---|
| Process phone calls automatically | No | No | AI classifies, drafts emails, creates tasks |
| Draft email replies with AI | No | No | Reads, replies in same thread, handles attachments |
| Chase documents with smart escalation | No | Basic scheduled reminders | Escalating tone based on how long client has waited |
| Read tax documents and extract data | No | No | Reads P60s, bank statements, HMRC letters |
| Create tasks from calls and emails | No | Manual only | AI creates tasks with assignee and deadline |
| Track every interaction per client | No | Limited | Full activity timeline — calls, emails, chases, deadlines |
| Smart deadline alerts with document status | No | Basic reminders | Checks if documents are ready before deadline |
| Know when NOT to send an email | N/A | N/A | Routes sensitive issues to partner, skips unnecessary emails |
We don't replace your accounting software. We automate the admin work around it — the calls, emails, chasing, and deadlines that eat up your day.
See It In Action
Step-by-step walkthroughs showing exactly what happens when a client calls or emails your firm.
Our system never sends an email without your review. Every email is a draft — you read it, approve it, and hit send.
It never files a return. It never gives advice to a client. It never makes a professional judgement on your behalf.
It handles the admin work — drafting, chasing, tracking, logging. You do the accounting.
Fee disputes and complaints are routed to the partner — the system knows what's too sensitive to handle.
Your expertise runs the practice. The system runs the paperwork.
Free Trial
No card required. No commitment. No installation. If it doesn't save you time, you owe nothing.
Book a 15-minute call — we understand your practice
We set up the system within 24 hours
Your team starts using it immediately
After 14 days — keep it or walk away
Or email us at info@aiautomationstudio.co.uk