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.

→An agent logs every inbound letter and portal message against the client file and routes it to the right preparer within about a minute, so nothing sits unread in a shared inbox.

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.

→An agent tracks the outstanding items per engagement and drafts the right reminder for how overdue it is, queued for your approval, so the chase never gets forgotten and never sounds automated.

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.

→An agent opens the file the day the letter is signed, sets up portal access, and kicks off the standard checklist, so the client's first weeks with the practice run on schedule.