AI tools for accountants and bookkeepers in Liverpool, Wirral and Cheshire
Documents in,deadlines met.
Practices lose weeks every year chasing clients for records and reminding them about deadlines. We build AI tools that chase documents politely and persistently, onboard new clients and keep deadlines in front of everyone.
(01) Overview
AI tools for accountants and bookkeepers, explained.
Accountancy and bookkeeping practices spend weeks every year waiting for clients: for records, for signatures, for answers. AI tools for accountants and bookkeepers chase documents politely and persistently, onboard new clients in one go and keep every deadline in front of the client well before it arrives.
The tools sit alongside the practice software you already use. They handle the chasing and reminding, and the accounting, advice and sign-off stay with you.
(02) The admin problem
The admin that slows accountants and bookkeepers down.
- Problem 01
Chasing clients for records. Bank statements, receipts and payroll details arrive late and in pieces, and chasing them is a job in itself.
- Problem 02
Onboarding new clients. Engagement letters, ID checks and information requests go back and forth by email for weeks.
- Problem 03
Deadline crunches. Self-assessment, VAT and year-end deadlines pile up because clients leave it late.
(03) Suggested tools
AI tools we build for accountants and bookkeepers.
AI tools & assistantsDocument chasing
Clients get a friendly checklist of what is still missing and reminders until it arrives, with uploads in one place.Client onboarding
New clients complete one online form, upload ID and documents and receive their engagement letter to sign.Deadline reminders
Each client's deadlines tracked and reminders sent well ahead, with what you need from them.Client query replies
Routine questions about deadlines and what to send answered from your own guidance, with anything else passed to you.Also worth adding
- Tool 05
Year-end checklists. Each client gets a checklist of what is needed for their year end.
- Tool 06
Fee and engagement renewals. Engagement letters renewed and sent for signature each year.
- Tool 07
Client newsletters. A plain-English update on deadlines and changes, sent to all clients.
- Tool 08
Receipt capture. Clients photograph receipts, which are sorted and passed to the bookkeeper.
One fixed price, agreed before we start. We set the tools up around the way you already work, train you in plain English and hand them over for you to run.
(04) Worked example
How the tools work together for accountants and bookkeepers.
This is an example. It shows how the tools could work together for a typical business. It is not a real customer or a case study.
For example, a bookkeeping practice in Chester has sixty self-assessment clients. In October, each client gets a personal checklist of what is needed. Those who have not sent everything get reminders every ten days, and the practice sees at a glance who is complete.
A new client signs up in November, completes the onboarding form, uploads their ID and signs the engagement letter online the same day.
(05) Questions
AI tools for accountants and bookkeepers: questions.
Will document chasing annoy my clients?+
Reminders are polite, personal and only list what is still missing. You set how often they go out.
Does it replace our practice software?+
No. It works alongside the software you use for accounts and tax, handling the chasing, onboarding and reminders.
Can it answer clients' tax questions?+
It answers routine questions about deadlines and what to send using your own guidance. Anything that needs advice is passed to you.
How is client data protected?+
Documents are kept in one secure place, access is limited and the system is set up with UK GDPR in mind.
(06) Local
Working with accountants and bookkeepers across Liverpool, Wirral and Cheshire.
We work with accountants and bookkeepers across Liverpool, Wirral and Cheshire, in person or online. The tools are set up around the practice software you already use and the way your clients like to send things.
(07) Related
AI tools for similar businesses.
(08) Guides
Read before you buy.
All guidesAI for Small Business: Where to Start
A plain-English guide to using AI in a small business: where it helps first, what to avoid, and how to start without wasting money.GuideA Simple AI Policy for a Small Business
Why every small business using AI needs a short AI policy, what to put in it, and a plain-English template you can adapt today.GuideStaff Using ChatGPT: How to Keep Customer Data Safe
What a small business owner should know when staff use ChatGPT and other AI tools with customer information, and simple steps to keep data safe.Start with a free healthcheck.
Tell us where the admin piles up in your business. You get an honest view of which tools would help first, and a fixed price for building them.