Practical AI automation for accounting practices
Built around how your practice actually works. Integrated with your systems, managed by us, evolving as your needs change — with planned check-ins to keep refining your processes.
Sound familiar?
Your team spends hours re-keying data from documents into Xero
Client chasing eats half of Monday every week
MTD quarterly means five deadlines per client instead of one
When your senior bookkeeper's off, everything stops
We fix this — and keep it fixed.
How our solutions work in your practice
Document Intake & Extraction
Client emails a photo of 15 receipts. Harvest reads them, extracts dates, amounts, categories, and pushes them into Xero — coded to the right nominal. No manual typing.
A receipt for office supplies automatically becomes a journal entry in Xero with the correct cost centre assignment, ready for approval.
Email Triage & Workflow
Monday morning: 40 emails. HMRC notices mixed with client questions. Iris categorises by urgency, flags HMRC immediately, drafts routine responses, and routes document submissions to Harvest automatically.
HMRC notice lands in inbox, Iris flags it red and assigns to senior accountant. Client invoice query gets a draft response ready for one-click approval.
Compliance Calendar & Alerts
Every client's MTD, corporation tax, Companies House, and self-assessment dates on one live calendar. Alerts fire 30 days before each deadline and trigger Pulse to start chasing automatically.
90 clients, 250+ annual deadlines across different tax years. One dashboard. Alerts prevent missed deadlines and trigger proactive reminders before things get tight.
Client Onboarding
New client signs engagement letter. Launchpad sends the onboarding checklist, collects ID documents, sets up their folder structure, and logs everything — all before their first meeting.
Client portal opens, documents are collected, disclosure forms signed, folder structure created, and you've got everything ready when they arrive for the first meeting.
Works with the tools you already use
+ many more on request