Your most expensive people are doing your least valuable work_
Senior accountants spending hours chasing bank statements. Managers manually reconciling transactions. Partners reviewing reports that could have been drafted in minutes. The bottleneck isn't expertise — it's the admin overhead that stops your team from using it.
Most practices know AI could help. Some have tried Xero's built-in features or experimented with ChatGPT. But firm-wide deployment — systems that connect to your platform, follow your processes, and handle your compliance requirements — requires someone to build it. That's what we do.
What we build for accounting practices_
Tax return preparation
AI pre-fills returns from structured client data, flags anomalies and missing information, and prepares submission-ready documents for review. Handles SA100, corporation tax, and partnership returns in the UK; 1040, 1120, and 1065 in the US.
Audit evidence gathering
AI retrieves and organises supporting documents from client systems — bank statements, invoices, contracts, correspondence. Evidence is matched to audit assertions and filed in your workpaper structure automatically.
Client reporting
AI drafts management accounts, commentary, and periodic reports from Xero, Sage, QuickBooks, or FreeAgent data. Each report follows your firm's template and voice. Partners review and approve — not write from scratch.
Bank reconciliation
AI matches transactions across sources — bank feeds, invoices, receipts, payment records. Exceptions are flagged for human review. Turns a multi-hour weekly task into a 15-minute review.
Regulatory filing
Automated preparation and submission of Companies House filings, HMRC returns, confirmation statements, and annual accounts in the UK. IRS filings and state-level compliance in the US. Deadline tracking and escalation built in.
Client onboarding
AI collects, validates, and files new client documents. AML checks run automatically. Engagement letters are generated and sent for e-signature. The client record is created in your practice management platform.
Which accounting platforms do you integrate with? +
Xero, Sage, QuickBooks, FreeAgent, MYOB, and FreshBooks. We also connect to HMRC and Companies House APIs in the UK, and IRS e-file systems in the US.
Can AI handle the complexity of tax advisory work? +
AI handles the data gathering, pre-filling, and anomaly detection. The advisory judgment stays with your team. The system surfaces the information your advisors need faster — it doesn't replace their expertise.
Is this compliant with audit standards? +
Yes. Systems are built with full audit trails, logging every action and decision. We design for ISA compliance in the UK and GAAS in the US. Your audit methodology stays intact — we automate the evidence gathering, not the judgment.
How do you handle client data confidentiality? +
Client data stays on infrastructure in your jurisdiction. All processing is logged and auditable. We comply with ICAEW, ACCA, and AICPA guidance on technology use in practice.
What size practice benefits most? +
Practices with 10-200 professionals see the highest ROI. Large enough to have meaningful process overhead, focused enough that a few well-placed systems transform daily operations.
Can we start with just one workflow? +
Yes. Most practices start with tax return preparation or bank reconciliation — high-volume, repetitive processes where the ROI is fastest. Start with the AI Audit (£3,500) to identify which workflow delivers the most value.
Find out where AI saves the most time in your practice
The AI Audit maps your workflows, quantifies the opportunity, and recommends which systems to build first. Two weeks. £3,500. Deducted from your first build.