Software for accountancy practices, aimed at the chasing.

Ask any practice where the hours go and the answer is rarely the accounting. It is onboarding a new client, collecting documents that arrive late and incomplete, chasing the ones that never arrive, and answering the same status question from four clients a day.

None of that is chargeable in the way the actual work is, and all of it scales linearly with the client list. That is why practices hit a ceiling that has nothing to do with technical capacity.

Everything works in July. The system that matters is the one that holds in January, when volume triples and the practice would otherwise take on temporary staff to do work that is entirely rules based.

That is also the easiest business case to make, because the cost of the alternative is a number the partners already know.

Client onboarding and information chasing as one build sits at the lower end of the £8,000 to £30,000 range, and it is the request that recurs most. Document reading, where client records arrive as photographs and spreadsheets, is custom AI work at £8,000 to £25,000.

An audit at £2,500 to £6,000 is a sensible first step in this sector because practices typically own several tools already and the gap is between them rather than inside any one of them.

Days from engagement to complete client information received, and how many chase messages that took. Both are usually far worse than partners believe, because the chasing is distributed across juniors and never totalled.

Then hours per client per year on records handling, and the proportion of deadline work completed in the final fortnight. A practice whose work concentrates at the deadline is carrying a capacity problem disguised as a seasonal one.

Practices answer to their professional body, ICAEW, ACCA or another, to anti-money-laundering supervision, and to HMRC’s rules including Making Tax Digital. Automation can run client onboarding and identity checks to the point of decision, chase records, read bank statements and invoices into the ledger, draft the letters and keep the deadline calendar, with a qualified person signing anything that goes to a client or to HMRC. Client financial data is sensitive commercial data and often personal data, so business plans, a data processing agreement and a written policy come before any AI assistant touches it. Our accountancy guide and onboarding guide set out the practical detail.

Our published prices apply to every sector: an AI adoption audit at £2,500 to £6,000 fixed, credited in full against any build; a first AI implementation at £4,000 to £15,000; a custom AI system at £8,000 to £25,000; applications at £8,000 to £30,000 per phase; websites at £4,000 to £16,000; training from £1,200. For a practice that usually means client onboarding and records chasing as the first implementation, then document intake into the ledger as a custom system, with your practice and bookkeeping software kept as the record.

The running cost is stated before go-live, per feature, and it scales with volume rather than headcount. From operating our own AI products, the model is rarely the expensive part; the channels around it, telephony and messaging, usually are, and a well-designed workflow sends most of its work to the small, cheap models. Every system we build reports cost per feature from day one and has spending ceilings that were tested by watching them fire.

The test of any automation in a practice is January. Records chasing that runs itself, documents read into the ledger as they arrive, and a deadline calendar that chases the client rather than the manager are what turn the busy season from a staffing problem into a queue. The second question every practice asks is which AI assistant to buy for the staff, and our comparison guides answer it: the business plans, never personal accounts, with a one-page policy on what may be pasted in.