Stop doing manually what technology can handle for you. We configure and connect your tools to automate the repetitive tasks that drain your team's time.
The average UK accounting practice spends a staggering amount of time on tasks that could be fully or partially automated — chasing clients for documents, sending deadline reminders, scheduling recurring jobs, updating spreadsheets, and manually tracking what's been done and what hasn't. These tasks feel small individually, but collectively they steal hours every week from work that actually generates revenue.
Our automation setup service takes the manual, repetitive tasks off your plate and builds them into your existing tools. We don't replace your practice management software — we make it work harder. Whether you're using Senta, Karbon, TaxCalc, Capium, or even just Xero and email, we configure automated workflows that trigger the right actions at the right time without anyone having to remember.
Client hasn't uploaded their records by the 15th? An automatic reminder goes out — branded with your practice name. New client signed an engagement letter? Their onboarding checklist is created, tasks are assigned to your team, and a welcome email is sent — all without a single click. VAT quarter approaching? Jobs are auto-created 30 days in advance with the correct deadlines and team assignments.
We handle the entire setup — from mapping out what should be automated and in what order, through to configuring the rules, testing every workflow, and training your team. The result is a practice that runs on autopilot for the routine stuff, freeing your people to focus on the complex, high-value work that clients actually pay premium fees for.
We review your current workflows and tools to identify every task that can be automated — from simple email reminders to complex multi-step workflows with conditional logic and team assignments.
We design each automation in detail — defining triggers, conditions, actions, and timing. Every workflow is mapped out visually so you can see exactly what will happen and when before we build it.
We build the automations inside your existing tools — setting up email templates, task sequences, job triggers, deadline rules, and integrations between your software platforms.
Every automation is thoroughly tested with real scenarios before going live. We train your team on how the new workflows operate and provide documentation so they can manage and adjust as needed.
Eliminate Repetitive Admin — No more manually sending reminders, creating jobs, or chasing documents. Automations handle it all — consistently, on time, every time.
Never Miss a Deadline — Automated deadline tracking and proactive reminders mean nothing slips through the cracks — protecting your clients and your reputation.
Professional Client Experience — Automated onboarding, branded communications, and timely follow-ups create a polished, consistent client experience that builds trust and loyalty.
Scale Without Extra Headcount — Automation lets your existing team handle more clients without working longer hours. Grow your revenue without growing your payroll.