Client onboarding taking hours? Data entry eating your evenings? We build systems that handle it automatically — for accountants, bookkeepers, and small businesses across Cambridge and the UK.
What We Do
If you're doing it manually and repeatedly, we can probably automate it. Here's what we build most.
New client signs up? Welcome emails, document requests, engagement letters, and setup tasks fire automatically. No more chasing paperwork manually.
Receipts, invoices, bank transactions — pulled, categorised, and entered into your system automatically. Hours of data entry cut to minutes.
Weekly reports, VAT summaries, MTD submissions, deadline reminders — generated and sent without you lifting a finger.
Got a process that's unique to your practice? We build bespoke automation tailored exactly to how you operate. If it's repetitive, we can automate it.
Solutions
We build systems tailored to how your industry works. Click your industry to see what we automate.
Automate client onboarding, document chasing, tax document processing, deadline tracking, call handling, and email management — from first contact to filing.
View SolutionsAutomate order processing, customer follow-ups, returns handling, inventory alerts, and review requests — so you sell more and admin less.
View SolutionsAutomate client intake, document collection, appointment scheduling, follow-ups, and reporting — for law firms, consultants, and agencies.
Coming SoonAutomate appointment reminders, patient onboarding, treatment follow-ups, recall campaigns, and admin — for dental, physio, and wellness practices.
View SolutionsWhy Us
You already pay for accounting and practice management software. Here's what they're missing.
| Capability | Your Accounting Software | Your Practice Management Tool | Our System |
|---|---|---|---|
| Process phone calls automatically | No | No | AI classifies, drafts emails, creates tasks |
| Draft email replies with AI | No | No | Reads, replies in same thread, handles attachments |
| Chase documents with smart escalation | No | Basic scheduled reminders | Escalating tone based on how long client has waited |
| Read tax documents and extract data | No | No | Reads P60s, bank statements, HMRC letters |
| Create tasks from calls and emails | No | Manual only | AI creates tasks with assignee and deadline |
| Track every interaction per client | No | Limited | Full activity timeline — calls, emails, chases, deadlines |
| Smart deadline alerts with document status | No | Basic reminders | Checks if documents are ready before deadline |
| Know when NOT to send an email | N/A | N/A | Routes sensitive issues to partner, skips unnecessary emails |
We don't replace your accounting software. We automate the admin work around it — the calls, emails, chasing, and deadlines that eat up your day.
How It Works
You don't need to understand the tech. That's our job.
A free 15-minute call. You tell us what's taking up your time. We figure out what can be automated and what will make the biggest difference.
We design and build your automation. You get updates in plain English. No tech talk, no confusing dashboards.
Your automation goes live. We monitor it, refine it, and as your business grows, we adapt it. We're a partner, not a one-off service.
Results
Real projects. Real time saved. Here's what we've built for businesses like yours.
An accountancy practice was spending 3+ hours per new client on welcome emails, document collection, and system setup. We built an automation that handles the entire flow — from form submission to client folder creation to follow-up reminders.
Enquiries were sitting in an inbox for days. We built a system that captures every new lead, sends a personalised response within minutes, and logs everything in a spreadsheet — automatically.
A bookkeeper was manually compiling client reports every Friday — pulling data from three different systems. We automated the entire pipeline: data extraction, formatting, and email delivery to each client.
Testimonials
"They automated our entire client onboarding process. What used to take half a day now happens in the background. Honestly wish we'd done it sooner."
"No jargon, no upselling. They asked what was wasting our time, built a system to fix it, and it just works. We've not touched a manual report in months."
"We were losing leads because nobody followed up fast enough. Now every enquiry gets a response in minutes — and we didn't have to change any of our existing tools."
Who We Are
We're not a massive agency. We're a focused team based in Cambridge that genuinely cares about getting your operations running smoothly. We specialise in accountants, bookkeepers, and small businesses — because we know the workflows inside out.
Every system we build is tailored to your business — no templates, no cookie-cutter solutions. If you've got manual processes eating up your time, we'll fix that.
FAQ
Mainly accountants, bookkeepers, and small businesses — especially in Cambridge and across the UK. But if you've got repetitive manual processes, we can probably help regardless of industry.
None. You just need to know your business and tell us where it hurts. We handle everything technical.
Simple automations can be live within days. More complex systems take one to three weeks. We'll give you a clear timeline before we start.
Every business is different, so we quote after understanding your needs. The consultation is free — book a call and we'll give you an honest breakdown.
Yes. We build around what you already use — CRMs, email, spreadsheets, booking systems, whatever. No need to switch platforms.
Yes. We don't disappear after delivery. We offer support and maintenance so your automations keep running as your business evolves.
Free Trial
We set everything up for you within 24 hours. Full system, all features, configured for your business. No card, no commitment. If it doesn't save you time, you owe nothing.
Get Started
Drop us a message or book a free 15-minute consultation. No commitment. No sales pitch. Just a straight conversation about what automation can do for your business.