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

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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

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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

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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

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