A working preview of how AI removes the admin burden from your accountancy practice — built specifically for your team.
Time Saved Per Client
2.5hrs
on average, per onboarding
Section 1 of 3
From raw conversation to structured client record — automatically.
Step 01
Start Live Meeting
The system listens in real time. No manual note-taking. The accountant just talks.
Step 02
Extract Key Tax Facts
Messy, natural speech is instantly converted into clean, structured client data.
Step 03
Populate Portal & Database
A client record is auto-created. Everything is filed, labelled, and ready to use.
Step 04
Next-Steps Automation
The client receives a professional follow-up within seconds — no admin required.
Step 01
Start Live Meeting
The system listens in real time. No manual note-taking. The accountant just talks.
Step 02
Extract Key Tax Facts
Messy, natural speech is instantly converted into clean, structured client data.
Step 03
Populate Portal & Database
A client record is auto-created. Everything is filed, labelled, and ready to use.
Step 04
Next-Steps Automation
The client receives a professional follow-up within seconds — no admin required.
Section 2 of 3
Paste in any messy meeting transcript. Watch AI turn it into clean, usable data.
💡 This is exactly what a real client says in a first call — unstructured, informal, full of gaps. AI handles it.
Section 3 of 3
Every team member sees exactly what they need — nothing more, nothing less.
Full Access · Practice Owner
Active Clients
500
+12 this month
Practice Revenue
£284,500
+8% vs last year
Pending Reviews
23
5 urgent
Revenue by Quarter
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Now
Global Settings
Auto-assign new clients to bookkeeping team
Send weekly digest to all principals
Enable AI transcript extraction
Ready to See This In Your Practice?
Everything you've just seen can be live in your practice within weeks. No dev team needed. No months of setup. Just results.
Book a Free Strategy Call →