Industries
AI admin workflows for document-heavy UK service businesses.
The strongest fit is a repeatable workflow where staff spend significant time reading, checking, extracting, updating and chasing.
Best suited for SMEs where teams spend 10+ hours per week on repetitive admin.
01 · Accountants
AI document processing for accountancy firms
- Messy client submissions
- Manual PDF filing
- Missing documents spotted too late
Inputs
Client emails, PDFs, forms and spreadsheets
AI-assisted actions
Identify documents, extract details, check completeness and organise files
Human review
Staff review missing information before client or compliance decisions.
Output
Structured client file, updated tracker and missing-item checklist
02 · Mortgage brokers
AI document checking for mortgage brokers
- Missing-document chasing
- Manual completeness checks
- Repetitive follow-up
Inputs
Client emails, bank statements, payslips and identity documents
AI-assisted actions
Classify files, extract details, build checklists and flag inconsistencies
Human review
A broker reviews every exception before lender submission.
Output
Case checklist, review queue and draft follow-up
03 · Letting agents & property managers
AI admin automation for letting agents
- Maintenance emails
- Contractor invoices
- Certificates and inspection reports
Inputs
Tenant emails, attachments, property records and contractor documents
AI-assisted actions
Classify issues, extract property details, draft responses and create tasks
Human review
Property staff approve responses, priority and contractor routing.
Output
Prioritised request, drafted response and contractor task
04 · Recruitment agencies
AI admin workflows for recruitment agencies
- CV processing
- Compliance and right-to-work documents
- Timesheets
Inputs
Candidate emails, CVs, forms and compliance documents
AI-assisted actions
Classify files, extract details, check completeness and update records
Human review
Recruitment staff review compliance and placement decisions.
Output
Candidate record, compliance checklist and exception queue