AI agents for operations teams in accounting firms

HMRC letters and Companies House notices pile up in a shared inbox, and working out which preparer needs to see one today competes with everything else the front desk is doing.

→At the scheduled check, the agent proposes source-linked correspondence routes and holds uncertain client matches for staff verification; qualified reviewers determine deadlines and replies.

A month-end or year-end job list has dozens of stages running across dozens of files at once, and knowing which ones are genuinely on track versus quietly stuck behind a missing signature is normally a partner asking around on a Friday.

→An agent checks each open job's stage against the practice checklist daily and posts a single status list of anything untouched past its expected date, before the deadline crunch finds it.

Every engagement stalls on the same thing: the client has not sent the bank statement or receipt batch the job needs, and someone has to remember to chase, then remember again a week later, in a tone that still sounds like your practice.

→The agent prepares reminders from the approved request list and cadence, with a person reviewing the exact wording and recipient before sending.

A signed engagement letter lands and the new client is waiting to hear from the practice, while portal access, the file setup, and the standard job checklist all wait on someone remembering to start them.

→A returned signature starts a setup proposal with explicit acceptance and AML-decision evidence. Authorised owners approve file creation, assignments, and portal permissions separately.