No-Code Automation for Your Accounting Practice
Your accounting practice runs on Xero, Senta, email, and spreadsheets. Each tool does its job — but nothing connects them. Client documents arrive by email, get saved to a folder, uploaded to Xero, and logged in your practice management tool. Manually. Every time. No-code automation connects your existing tools so data flows between them without you copying, pasting, or remembering to do it.
What you get
Deliverables for accountants
Client document chasing automation
Automated reminder sequences that chase clients for outstanding documents at day 3, 7, and 14. Escalation to a phone call prompt at day 21. All triggered automatically from your practice management deadlines.
New client onboarding flow
Single form triggers: engagement letter generation, e-signature request, ID collection, AML check, Xero client setup, and welcome email. One trigger replaces 12 manual steps.
MTD deadline reminder sequences
Automated client reminders at 30, 14, and 7 days before quarterly MTD deadlines. Different messages for clients who have submitted vs those who haven't.
Bank feed reconciliation alerts
Daily or weekly alerts when client bank feeds disconnect, transaction volumes spike, or reconciliation falls behind — so you catch issues before the deadline.
How to start
Start with the AI Assessment.
We recommend what fits.
The AI Assessment maps every automation opportunity across your business — not just this service. If no-code automation is the right fit, we will recommend it with a clear scope and quote. If something simpler solves the problem, we will tell you that instead.
- ✓45-min discovery call
- ✓Custom recommendation report
- ✓30-min review walkthrough
- ✓Money-back guarantee
Questions
Common Questions
Does this work with Senta and Karbon?+
Yes. Both have APIs and webhook support that we use to trigger automations. If you already use workflow features in Senta or Karbon, we build on top of what exists rather than replacing it.
Will it break if Xero changes something?+
We build using official APIs and well-supported connectors (Zapier, Make). If an API changes, the automation flags an error rather than silently failing — and we provide 30 days of post-launch support to handle any issues.
Can my team manage it after setup?+
Yes. No-code tools like Zapier and Make have visual editors that your team can modify. We provide documentation and a walkthrough so you are not dependent on us for changes.
What if we use software you have not mentioned?+
Most cloud-based accounting and practice management tools have API access. We assess compatibility during the discovery call — if your tools are supported, we can automate them.
Ready to Get Started?
The assessment maps every opportunity. We recommend the right service — whether that is no-code automation or something simpler.
Book Your AI Assessment — £4995+ hours/week guaranteed or full refund · Custom report in 5 days