AI Automation for Accountancy
Accountancy firms process thousands of transactions, receipts, and compliance deadlines annually. AI automation handles data entry, bank reconciliation, VAT calculations, and client communication — transforming how practices deliver their services.
Challenges in Accountancy
Manual data entry from receipts, invoices, and bank statements
Missing client deadlines for tax returns and VAT submissions
Repetitive client chasing for documents and information
Time spent on bank reconciliation and bookkeeping
How We Automate Accountancy
Automated Data Entry & Receipt Processing
AI-powered OCR that extracts data from receipts, invoices, and statements, categorises transactions, and feeds them directly into your accounting software.
Deadline & Compliance Tracking
Automated tracking of tax return deadlines, VAT quarters, confirmation statements, and payroll submissions with escalating reminders to both staff and clients.
Client Document Chasing
Automated email and SMS sequences that request outstanding documents from clients, with smart follow-ups that escalate in urgency as deadlines approach.
Bank Reconciliation Automation
AI that matches bank transactions to invoices and receipts automatically, flags discrepancies for review, and maintains clean reconciliation records.
Frequently Asked Questions
Does automation work with Xero, QuickBooks, and Sage?
Yes. We integrate with all major accounting platforms including Xero, QuickBooks, Sage, FreeAgent, and IRIS. Data flows seamlessly between systems.
How accurate is AI-powered receipt and invoice processing?
Our OCR and AI extraction achieves 95-99% accuracy depending on document quality. All extracted data is flagged for human verification on first processing, with accuracy improving over time.
Can automation handle Making Tax Digital (MTD) requirements?
Absolutely. Our systems are built to support MTD compliance, automating VAT return preparation, digital record keeping, and HMRC submissions.
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