The Accountant's AI Automation Playbook

The average UK accountancy practice loses 10-15 hours a week to admin that follows the same pattern every time. Document chasing. Onboarding. Deadline reminders. Engagement letters. These aren't complex tasks — they're repetitive ones. And repetitive tasks are exactly what AI automation handles best.

This playbook covers the four automations that deliver the fastest ROI for accountancy practices: client document chasing, new client onboarding, filing deadline management, and proposal generation. Each section breaks down the workflow, the tools, the setup process, and the results we've seen across practices ranging from solo practitioners to 15-person firms.

We also cover the compliance angle — how to automate client communication without creating GDPR or professional conduct issues. Every automation in this guide is built on systems your practice already uses: Xero, Senta, Karbon, IRIS, or TaxCalc.