Document collection
Clients get reminders until they've sent what's needed.
Chasing documents and manual entry take time that could go to advising clients. We automate collection and sorting, while professional judgement stays with you.
Book a free consultationClients get reminders until they've sent what's needed.
Invoice data is extracted and prepared for review.
An assistant drafts replies to client questions.
Every client has an automatic calendar with reminders.
When ready-made tools aren't enough, we can build a platform around how you work: clients, documents, deadlines, tasks and communication in one place.
60 minutes to understand your processes and where AI makes sense.
With AI Compass or Blueprint Day you get a costed plan, and its price comes off any build.
We start with one solution, measure it and expand only if it pays.
We test this on your own examples before rollout, because accuracy depends on the document format.
We choose tools to fit your requirements and document which data is processed where. Review stays with the accountant.
Tell us about your business and where you lose the most time.
Book a free consultation