Invoice chasing
Overdue invoices chased on schedule from your own inbox, with payments matched as they land.
For accountants and bookkeepers
AI for accountants, built into the tools you already use.
We build AI workflows for UK accountancy practices that chase missing records, triage client queries, send deadline reminders and draft reports, inside your existing practice software and inbox.
Today
of 4 done
- Missing records chased
- Client queries sorted
- Deadline reminders sent
- Weekly WIP report drafted
The admin
Where a practice’s week goes.
None of it is hard. All of it takes hours, and most of it follows the same steps every time.
-
01
Chasing clients for records
Bank statements, receipts and signed returns, chased by hand at every month end and before every deadline.
-
02
Client queries in the shared inbox
The same questions about deadlines, payments and documents, answered one email at a time.
Email management workflow -
03
Management and client reports
Figures pulled together and commentary written from scratch for every client, every period.
Automated reporting workflow -
04
Chasing your own fees
Overdue fees that nobody wants to chase, because the client relationship matters.
Invoice chasing workflow
What we build
Workflows we build for accountancy practices.
Each one runs inside the tools you already use. Your free audit ranks them by the hours they would give back.
-
01
Records chasers
Clients get polite reminders for missing records on a schedule, with a secure upload link, until everything is in.
-
02
Query triage
Client emails are sorted by type and client, routine questions get a draft reply, and the rest go to the right person.
-
03
Deadline reminders
Self Assessment, VAT and year end reminders go out automatically, each one personalised and logged.
-
04
Report drafting
Management accounts commentary and client summaries are drafted from the figures, ready for review.
-
05
Onboarding packs
New clients get their engagement letter, ID checks and document requests in one sequence, with gaps chased.
-
06
Fee chasing
Your own overdue fees are chased politely from your inbox and paused when a client replies.
Works with
- Xero
- QuickBooks
- FreeAgent
- Sage
- Xero Practice Manager
- Karbon
- Outlook
- Google Drive
Using something else? If a tool can send email or connect to other apps, we can usually work with it. We confirm on your audit call.
Workflows
Good places to start.
Each workflow page shows how it runs, step by step.
Email management
Routine email sorted, labelled and given a draft reply, so your inbox only shows what needs you.
Automated reporting
Weekly, management and client reports drafted from your data, ready for you to check and send.
Other industries
Hours calculator
How many hours does practice admin cost?
Count everyone who chases, sorts or reports, not just the partners. The starting figures are only an example.
People who do admin in a normal week
Each week: chasing, copying, sorting, replying
Wages plus employer costs, in pounds
Assumes a workflow takes on 40% of that admin, over 46 working weeks a year. Your audit gives you the real figure.
Hours back per week
14.4hrs
About 1.9 working days, every week
Hours back per year
662hrs
Value per year
£16,550
Not ready for a call? Send us your numbers on WhatsApp.
Send my numbers on WhatsAppYour figures are filled in for you. Nothing is sent until you press send.
How can AI help accountants?
AI is most useful on the repetitive admin around the accounting: chasing records, sorting client email, sending deadline reminders and drafting report commentary. The accounting judgement stays with your team.
Does it work with Xero and QuickBooks?
Yes. Both have well documented connections, as do FreeAgent, Sage and most practice management tools. We confirm your exact setup on the audit call.
Is client data kept secure?
Workflows only access what they need, run under UK GDPR with a data processing agreement, and use AI providers on business terms that keep client data out of model training. Your data is processed in the UK or EU. We can work to your own information security policy.
Will it replace my bookkeepers?
No. It takes the chasing, copying and sorting off them, so their time goes on the bookkeeping, advice and client work that need a person.
How much does it cost?
The audit is free, and so is the 90 day pilot. Before we build, we agree an hours target and the monthly price in writing. If the workflow hits the target by day 90, it stays on at that price. If it doesn’t, you owe nothing.
17:00 · Done
Your evenings start at five.
Book a free 30 minute workflow audit. You leave with your top three workflows and the hours each would give back, in writing.
Book a free audit