Client records chased and quarterly deadlines handled, hands-free
Making Tax Digital turned one return into four. Your Autopilot chases the records, nudges the stragglers and keeps every client filing-ready.Chasing clients for paperwork, keeping the books current and staying on top of quarterly deadlines run automatically, so your team spends its time on advice, not admin.
You agree the outcome, we build it, and you get the hours back to grow the business.
What we’d put on Autopilot
The jobs we’d hand off first, each one running on its own once it’s live.
- Missing records and receipts chased from clients automatically
- Quarterly Making Tax Digital deadlines tracked, with clients nudged before each one
- New-client onboarding and data collection that runs itself
- Bookkeeping data flowing between your tools without rekeying
The automation we'd turn on first for accountants & bookkeepers
Automations built for accountants & bookkeepers
The builds we’d scope first: each one takes a named task off someone’s week.
- 01
Client record chasing
Polite, automatic reminders collect the receipts, statements and answers you need, so nobody files late waiting on a client.
- 02
Deadline tracking
Every client's quarterly deadline is tracked, with reminders sent on schedule and a clear view of who is ready and who is not.
- 03
Client onboarding automation
New clients get the intake, engagement letter and data requests automatically the moment they sign.
- 04
Books & data syncing
Keep your bookkeeping, practice management and document tools in sync automatically, without rekeying figures.
See the automation fire, end to end
A quick, simulated run-through of what we’d build: the mechanism, not a mock-up.
Put your own numbers in
A rough, editable estimate of the hours and money your Autopilot would win back.
Done for you. Fully yours and in your control.
You approve every launch
You approve the plan and build before it touches your business, then sign off the launch.
It hands control back when unsure
If it’s unsure, it routes the decision to a person with the context attached.
It frees your team for valuable work
AI handles the busywork; your people handle the judgement and the relationships.
The services behind it
We handle the technical side end to end. Here’s what tends to do the heavy lifting for you.
- 01AI Agents & Chatbots
Answer customers instantly, day or night
AI assistants that answer, qualify and support around the clock, built on your business and trained in your voice.
- 02Workflow & Process Automation
Stop copying data between apps
Manual imports? Out the window. We wire the tools you already run together so data moves automatically, with the system built and maintained for you.
- 03Reporting Automation
Get every recurring report assembled and delivered
Reporting workflows that collect, check, assemble and deliver recurring reports from connected sources.
Guides on exactly this
Clear reads on how it works, what it costs, and where to start before you commit to anything.
Every step, on the record.
Every aircraft carries a black box that records the whole flight. It’s what investigators trust. Your Autopilot has one too: every action logged, backed up and reversible. You keep a clear view of every job it handles.
- Every action, loggedEach step the Autopilot takes is written down with a timestamp: a full flight record you can read.
- Backed up before it actsA backup is saved before each change, preserving the previous state of your data.
- Undo anythingA restore point on every step means any action can be rolled back to the saved state.
- 08:59:14Autopilot · engagedsession opened
- 09:41:02invoice #1183 · reminder sentbackup written
- 09:41:57enquiry “Priya K.” · replied + bookedlogged
- 09:42:10Monday report · delivered to 3 inboxeslogged
- 09:43:33duplicate contact · mergedrestore point saved
Questions from accountants & bookkeepers
We build across the practice management, bookkeeping and document tools UK firms already use, including Xero, QuickBooks and Sage stacks. Tell us yours and we'll confirm it connects before you commit.
Get started
Automation you can track, then trust.
Tell us what you want to automate. You get a free plan and a fixed quote to approve before anything gets built.
Fixed price you approve firstYou own everything we buildPause or cancel anytime