AI in accountancy practices
Friday afternoons go on invoicing and chasing, and the partners still learn which clients are slipping at quarter end. Our agents raise invoices on completion, chase on a schedule you set, and write the Monday brief.
A day with the agents.
The jobs change with the business; the shape of the day rarely does. Here is how it runs for a accountancy practice.
What the agents take on.
Start with one. Most accountancy practices we work with add a second within three months.
At a glance
What a build looks like for a accountancy practice: the systems we connect to, the rules we build in, and what it costs.
Built for the rules of your sector.
Agents act on your behalf with your patients and customers, so we build them to the standards your regulator and your professional body expect.
- Your tone, your scheduleReminders follow the cadence and wording the partners approve, with client exceptions honoured.
- Nothing written offCredits, write-offs and payment plans wait for a partner.
- Client money untouchedThe agent reads the bank feed; it never moves money.
- A person on requestClients can reach their accountant at any time.
Tell us about your week.
A free 45-minute call. You describe how the accountancy practice runs; we tell you which job an agent should take first and what it would save.
Book a call