Stop Chasing Receipts. Start Scaling Your Practice.
Bookkeepers lose 8–12 hours a week to admin that doesn't get billed — chasing clients for bank statements and receipts, prepping reconciliation data, and managing month-end across a growing client list. We automate the repetitive layer so you can take on more clients without working more hours.
✓ 5+ hours/week guaranteed or full refund · ✓ Report in 5 days
10+ hrs
saved per week on average
Currently losing
8–12 hrs/week
to repetitive admin
The problem
What's eating your time?
These aren't random inefficiencies. They're the same tasks, every week, taking the same amount of time — because nothing has been set up to handle them automatically.
You spend more time chasing documents than doing bookkeeping
Every month it's the same: requesting bank statements, receipts, and expense breakdowns from clients who don't respond until the deadline is breathing down their neck. Half your week goes on follow-ups, not actual bookkeeping.
Month-end becomes a bottleneck every single month
Every client needs their books closed at the same time, and the prep work — reconciling bank feeds, categorising transactions, chasing missing invoices — stacks up until you're working evenings to keep on top of it.
VAT and filing deadlines run on memory and spreadsheets
You're tracking MTD deadlines, CIS submissions, and VAT quarters across a growing client list. One missed deadline means a penalty that damages trust — and you're checking manually because the reminder system is you.
What we build
What we automate for bookkeepers
These are the specific workflows we've identified and automated across bookkeepers businesses. Each one is built around your existing tools and processes — not a generic template.
Client document and receipt chasing
Automated reminders sent to clients requesting bank statements, receipts, and missing invoices — escalating from friendly to firm at set intervals, tracked so you know exactly who's responded.
Month-end preparation reminders
Clients reminded to upload documents and approve transactions before month-end, with a checklist that tracks completion status across your entire book — no more last-minute scrambles.
VAT and MTD deadline tracking
Personalised deadline reminders sent to each client at the right intervals — VAT quarters, CIS submissions, MTD filing dates — without manually emailing the same message to 30 people.
New client onboarding
Welcome email, engagement letter, software access instructions, and document request sent automatically when a new client signs up. Onboarding moves from enquiry to set-up without manual steps.
Bank feed reconciliation prep
Transaction categories pre-suggested based on historical patterns, with flagged items queued for review — cutting reconciliation time from hours to minutes per client.
Capacity and workflow tracking
A live view of which clients are up to date, which are waiting on documents, and which are overdue — so you can allocate your time to the work that needs attention first.
How we deliver it
The services we use
Most bookkeepers engagements combine two or three services. The AI Assessment tells you exactly which ones apply to your situation.
Process Optimisation
Map your workflows and find the hours hiding in plain sight
⏱ 2–3 weeks
Learn more →
£1,500–£3,000No-Code Automation
Connect your existing tools and automate the repetitive steps
⏱ 1–2 weeks
Learn more →
£2,500–£8,000Custom AI Assistants
A GPT trained on your business that answers like you would
⏱ 2–4 weeks
Learn more →
5+ Hours Saved Per Week — Or Your Money Back
Every engagement begins with the AI Assessment. If we can't identify at least 5 hours of weekly time savings in your business, you get a full refund. No questions asked. We've done this enough to be confident in that commitment.
Book Your AI Assessment — £499Questions
Common Questions
Does this work with Xero, QuickBooks, or FreeAgent?+
We've built automations for all three, plus Dext, AutoEntry, and most UK bookkeeping software. The AI Assessment maps your exact stack and confirms what's possible before you spend anything.
I'm a sole practitioner with 25 clients. Is this worth it?+
Solo bookkeepers often benefit most because every hour of admin is an hour you're not billing. If document chasing alone takes more than three hours a week, the numbers usually work. The free AI Audit gives you an honest answer.
Will my clients know the reminders are automated?+
The messages come from your email address, in your tone, using your templates. Clients see a professional follow-up that looks exactly like something you wrote yourself. The automation is invisible — the consistency isn't.
Can this help with MTD compliance?+
We don't file returns, but we automate the workflows around MTD — deadline tracking, client reminders, document collection, and status tracking across your client list. That's usually where the time goes.
Ready to Get Started?
Book the AI Assessment and get a custom report showing exactly which tasks in your bookkeepers business can be automated — and what you'll get back.
Book Your AI Assessment — £4995+ hours/week guaranteed or full refund · Custom report in 5 days · 30-minute review call included