Accountancy firms
Less chasing. More review-ready client work.
Give your team a clear view of what is missing, what is ready and who needs a follow-up—before another deadline turns into an inbox search.
Where the week gets lost
Does this sound familiar?
Staff check the same file list repeatedly
The tracker is out of date before the next review
One concrete workflow
From scattered documents to a review queue
Synthetic sample data. An example of a possible setup—not a client case study or measured result.
What comes in
Client AC-104 sends a February bank statement and an invoice export for the January accounts. The agreed checklist requires a January statement.
What we set up
Read the period and document type, compare them with the checklist and flag the mismatch. Keep the original files linked to the record.
What your team receives
AC-104 is marked “Waiting: January statement”. A draft request is prepared for staff approval. The accountant still checks the source documents.
Client workboardSample data
Monthly accounts · sample viewNext actions
4Client jobs
2Need information
2Ready for review
| Client | Next action | Status |
|---|---|---|
| AC-104 | Request January statement | Waiting |
| AC-105 | Accountant review | Ready |
| AC-106 | Chase missing invoice | Waiting |
| AC-107 | Accountant review | Ready |
A clear next action for each job. Source documents remain available for the accountant’s checks.
Example output—not a new app you have to buy. This could be delivered in an agreed spreadsheet, dashboard or existing system.
The human checkpoint: Completeness checks do not confirm accounting treatment, accuracy, tax position or compliance. Your accountant reviews source documents and decisions.
The business reason
Make the next step easier for your team.
01 / THE INTENDED IMPROVEMENT
See outstanding items without opening every email
02 / THE INTENDED IMPROVEMENT
Prepare a specific request instead of a generic chase
03 / THE INTENDED IMPROVEMENT
Bring a clearer file set to the accountant’s review
Done for you, within an agreed scope
A workflow your team can operate.
We define the rules, prepare the data, configure the agreed tools and test the exceptions. You receive the setup, operating guide and handover—not simply a recommendation to try AI.
Explore the AI Workflow SprintStart with the systems you already have
We confirm available features, exports and integrations before proposing a build. No universal connector or replacement system is assumed.
Your business. Your bottleneck.
What would you like to stop chasing?
Free written first review. Best suited for SMEs where teams spend 10+ hours per week on repetitive admin. Implementation from £5,000.