A client onboarding and anti-money-laundering flow with required evidence, checks and approvals.
Professional services playbook
AI and automation for accountants and bookkeepers
The value in accountants and bookkeepers comes from expertise, yet too much time can disappear into intake, drafting, chasing and reporting. We build controlled systems that protect professional judgement while removing repeated administration.
Typical builds
Where we would start
For accountants and bookkeepers, a useful first release should remove a visible point of friction without forcing the whole business to change at once. We would begin with a workflow such as this: A client onboarding and anti-money-laundering flow with required evidence, checks and approvals. That gives the team something practical to test, while creating a dependable foundation for the connected improvements that follow.
Document chasing that sends agreed reminders and shows the team what remains outstanding.
Bank and ledger matching that handles routine reconciliation without re-keying.
A query assistant over controlled client records, with answers linked back to their source.
A deadline dashboard across the client base, showing ownership and risk before work becomes urgent.
How we would begin
Start with the work as it is
We would begin with the real operating journey in accountants and bookkeepers, not a catalogue of tools. Together we would identify where information first arrives, who checks it, what must be approved and where the same detail is entered again. The first release would solve one useful part of that journey and connect cleanly to the systems the team already trusts. AI would draft, classify or surface information where it is useful; your people would approve decisions involving money, safety, care, compliance or professional judgement. Once the first flow is working in daily use, we would measure what helps and extend it carefully into the next bottleneck.
Connections
What we would usually connect
We choose the simplest dependable route, working with the systems already in place rather than adding technology for its own sake.
- 01Microsoft 365
- 02DocuSign
- 03HubSpot
- 04Xero
- 05Google Workspace
- 06Calendly
Across every business
The useful foundations
Inbox triage and drafted replies, with your people approving anything that carries judgement or commitment.
Accounts connected to the bank with automatic matching, while exceptions remain visible for review.
One CRM fed by every enquiry channel, so the team follows one shared customer record.
Live dashboards for the owner, built from operational information rather than manually assembled reports.
An internal AI assistant that knows how the company does things, grounded in approved policies and documents.
Relevant services
How we can help
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