AI automation by industry

AI automation for accountancy practices

Client documents chased and filed, bookkeeping reconciled, the inbox answered.

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AI automation by industry

The three automations that pay back first

Each one is a small, fixed build. A person stays in charge of anything that leaves the building.

  1. Document pipelines

    Contracts, onboarding packs and forms read, checked field by field, filed where they belong, with the systems updated.

    Starts when
    A document arrives or is signed.
    What you get
    Hours of reading and retyping gone, with every field checked.
    Works with
    Google Drive, Notion, HubSpot
    Document pipelines

    One run, step by step

    1. 00:00A signed client agreement arrives from the e-signature tool.
    2. 00:06Parties, term, fees and notice period extracted and checked against the quote.
    3. 00:07Filed in the client folder. Key dates added to the renewals calendar.
    4. 00:08CRM moved to Won. Onboarding project created in Notion from the template.
    5. 00:09Welcome email drafted for the account lead to send.

  2. Reconciliation

    Matches payments to invoices across the bank feed, Stripe and the ledger, and leaves only the real exceptions for a person.

    Starts when
    Daily, after the bank feed updates.
    What you get
    Month end that takes an afternoon, not a week.
    Works with
    Xero, Stripe, Google Sheets
    Reconciliation

    One run, step by step

    1. 06:00Bank feed and Stripe payouts pulled for the day.
    2. 06:02412 transactions matched to invoices by amount, reference and timing.
    3. 06:03Nine unmatched. Six resolved by partial payments and fees.
    4. 06:04Three listed for review with the most likely match suggested for each.
    5. 09:10Bookkeeper confirms the three. Day reconciled before the first coffee.

  3. Inbox to action

    A shared inbox triaged, with replies drafted and the CRM, ledger and task list updated from what each message means.

    Starts when
    A message lands in a shared inbox.
    What you get
    An inbox at zero that still answers everyone.
    Works with
    Gmail, HubSpot, Xero
    Inbox to action

    One run, step by step

    1. 00:00Accounts inbox receives a query about invoice INV-2291.
    2. 00:02Thread read, invoice found, status checked: unpaid, six days overdue.
    3. 00:03Reply drafted with the statement attached and the payment link.
    4. 00:03CRM note added. Ledger flagged. A task created if no reply in three days.
    5. 00:04Owner approves the draft from the summary. Sent.

Solutions

Where these sit in a bigger build

When one automation is working, these are the systems it usually grows into.

The AI audit

Not sure where to start?

The AI audit maps a normal week in your business, gives you three quick wins and a fixed quote. The report is yours to keep whether or not we build anything.

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