Accounting Workflow & Admin Automation

A local accountancy practice in Essex was drowning in admin. Every week, staff downloaded bank feeds, saved invoices, renamed PDFs, and drafted client updates manually.

Senior accountants often found themselves doing low-value admin late into Friday evenings instead of focusing on client advisory work, payroll reviews, or tax planning.

We created a secure automation hub tailored to UK compliance standards and accounting workflows — eliminating repetitive admin and freeing up valuable billable hours.

• Automated document collection – Retrieves invoices and statements from inboxes and accounting portals every hour.
• Intelligent data extraction – Captures key figures from PDFs and feeds them directly into the bookkeeping platform (Xero, QuickBooks, or Sage).
• Structured filing – Stores documents automatically in client folders by year and category, ready for audit or year-end.
• Automated reconciliations – Runs batch reconciliations in minutes instead of overnight.
• Client updates – Generates weekly digest emails with completed tasks and outstanding actions for approval before sending.

Manual admin was reduced from 14 hours per week to under two, transforming how the team managed client work. Month-end close now happens three days sooner, and reconciliations complete within an hour.

The practice onboarded 22 new contractor clients without hiring additional staff. The automation now delivers an estimated £4,800 in additional billable capacity each month.

Audit-ready records and automated filing ensure full HMRC and practice compliance while keeping partners focused on strategic growth and client advisory services.