Accounting firms
AI for accounting firms: less data entry, fewer chasers.
Client documents are read and coded, missing receipts are chased automatically, and deadline reminders go out on time. Your accountants review instead of retyping.
10–20 hsaved per accountant a month (estimate)MTDdeadline reminders on autopilotUK GDPRprocessing under a DPA
client-invoices-Oct.pdf
From bookkeeping@client.co.uk- Client
- Hartley & Sons Ltd
- Invoices
- 23 documents
- VAT period
- Jul–Sep 2026
- Missing
- 2 receipts
- MTD deadline
- 7 Nov 2026
XXero · Client files
NameAmountDue
Previous entry——
Hartley & Sons23 / 257 Nov
Reviewed by accountant
Example with sample data
Where AI helps accounting firms.
Bookkeeping data entry
Invoices and receipts read and coded into Xero or QuickBooks for review.
Discuss this scenarioChasing missing documents
Polite, personalised reminders until the client sends what’s missing.
Discuss this scenarioDeadline reminders
VAT, payroll and self-assessment dates tracked per client.
Discuss this scenarioFront-desk calls
An AI receptionist answers routine client questions and books calls.
Discuss this scenarioServices that fit accounting firms.
What we test before launch.
- Nothing is posted to the ledger without a person approving it.
- Client data stays in your own accounts and is never used to train models.
- Pilot runs on last quarter’s documents first.
Xero
QuickBooks
Sage
Microsoft 365
Google WorkspaceHow a pilot for accounting firms runs.
- 01Free audit, 30 minutes
We start where it hurts: “Clients send documents late”. We name the first workflow and estimate what it is worth.
- 02Pilot: bookkeeping data entry
Invoices and receipts read and coded into Xero or QuickBooks for review.
- 03Connected and tested
Connected to Xero, QuickBooks and Sage, then tested on your real cases before anything goes live.
- 04Measured
Hours of data entry per accountant, documents chased by hand and returns filed in the last week before a deadline.
Short answer · updated 8 October 2026
What can AI do for an accounting firm, and what does it cost?
Accounting firms use AI to read and code client documents, chase missing paperwork and track deadlines, connected to Xero or QuickBooks.
Works with Xero, QuickBooks, Sage, Microsoft 365 and the other tools you already use. Every project starts with a free 30-minute audit.
- Pilot, one workflow
- £2,030
£2,900standard - Team training
- £595
£850standard - Care, optional
- £245/mo
£350/mostandard
Launch prices with 30% off. All prices exclude VAT.
Audit my client adminFAQ
Questions about accounting firms.
Short answers on cost, timing, integrations and security. More detail in a free audit.
Yes. Documents are read and coded into Xero, QuickBooks or Sage as drafts for an accountant to approve.
It tracks MTD and filing deadlines per client and chases what is missing. Submissions stay with your accountants and your existing software.
That is when it pays most: client chasers, document coding and routine calls keep running while your team works on returns.
Take routine work off your team’s hands.
Tick what takes the most time. We’ll reply with how AI could help and what a pilot would cost.