Industries / Accountants & Bookkeepers
๐Ÿ“Š

Accountants & Bookkeepers

Close the books faster and actually advise your clients.

Where AI fits in your week

Small accounting practices drown in data entry and reconciliation. AI catches errors you'd miss, drafts client-ready reports in plain English, and frees you up to do the advisory work that actually pays.

Your AI-powered workflow

1

Automate the bookkeeping grind

Categorise transactions, flag anomalies, and reconcile accounts with AI that learns your client's business over time.

2

Analyse financials and trends

Ask questions of your data in plain English โ€” "which clients are 30+ days overdue on average?" โ€” and get answers without building a pivot table.

3

Draft client-facing reports

Turn the numbers into a narrative your clients actually understand and act on.

4

Manage deadlines and filings

VAT returns, payroll, year-ends โ€” never lose track of what's due for which client.

5

Automate client onboarding

Chain together forms, Companies House lookups, and welcome emails so new clients are live in under an hour.

โ€œI used to spend Sunday evenings preparing Monday's client meetings. Now I ask AI to summarise three months of bookkeeping into talking points and I get my weekends back. My clients think I'm more insightful too.โ€
Example โ€” Xero-certified bookkeeper
Built for Accounting

Stop switching tabs.
Start one Workspace.

A dedicated Accounting workspace is landing soon. Create your Workspace now and the AI Assistants above are ready to use today.

Create My Workspace โ†’