Accountancy Firms
Your compliance base is an advisory goldmine nobody's mining
Three tools that read your client list, spot every R&D, allowance and planning opportunity, and stop fees leaking through scope creep.
- 78
- advisory flags found in one 350-client base
- £1,820
- average advisory engagement per flag
- 11 → 3 days
- onboarding time with automated chasing
The leaks
Where the margin is going
Advisory blindness
£142k
R&D, allowances and exit-planning triggers sit unnoticed in the accounts you already file.
Scope creep
£38k
Out-of-scope work gets done, logged and never billed.
Onboarding drag
11 days
New clients wait on documents while WIP can't start.
Advisory Opportunity Scanner
Advisory triggers hide in data your firm already holds. Nobody reads the base as one dataset.
Every client scanned for advisory triggers, opportunities sized, partner conversation packs drafted.
How it works
Parsing client base
350 clients tokenised
Detecting triggers
R&D, capital allowances, EMI, exit signals
Scoring engagement value
Fee per opportunity type
Drafting conversation packs
Per client, partner-ready
What your team does with it
- Take the sized opportunities into the partner meeting as an agenda, not a report.
- Attach the drafted conversation pack to the next compliance meeting with that client.
- Price the advisory work before the year-end conversation, not after it.
On sample data
78 advisory opportunities across the base
- £142,000
- Advisory pipeline
- 12
- R&D candidates
- 78
- Conversation packs drafted
The scanner re-runs each quarter, so advisory stops depending on which partner remembered what.
Fee Leak Detector
Scope creep is invisible until year-end margin review, and by then it's history.
Out-of-scope work surfaced monthly against engagement letters, fee conversations drafted.
How it works
Parsing engagements
Letters and time entries tokenised
Detecting scope creep
Work outside engaged scope
Scoring recoverable fees
Per client, per service line
Drafting fee conversations
Reasonable, evidence-backed
What your team does with it
- Review out-of-scope work against the engagement letter while it is still this month's work.
- Open the drafted fee conversation before the extra work is finished.
- Update the engagement letter so the same leak does not repeat next year.
On sample data
£38,200 of out-of-scope work unbilled
- £38,200
- Recoverable fees
- 41
- Clients affected
- 41
- Conversations drafted
The detector catches creep in the month it happens, while the value is fresh in the client's mind.
Onboarding Chaser
Onboarding stalls on unanswered document requests nobody has time to chase.
Every stalled onboarding chased automatically with polite persistence, status board live.
How it works
Parsing onboarding pipeline
38 clients tokenised
Detecting stalls
Missing items and idle days
Scoring priority
Fee value × idle time
Drafting chase sequences
Per item, per client
What your team does with it
- Read the status board instead of asking the team where each client has got to.
- Let the chaser run and step in only on the clients it flags as stuck.
- Close onboarding the day the last document lands, not at the next review.
On sample data
23 stalled onboardings unblocked
- 11 → 3 days
- Onboarding time
- 23
- Chase sequences drafted
- 61
- Documents auto-requested
The chaser never forgets, never nags twice the same way, and starts your WIP a week earlier.
In motion
Watch it run
Live demo
Try it on sample data
Data protection
Your client data never reaches the AI
How it fits together
From your book to revenue actions
Proof
Results
What a 350-client base gave back
Before
Advisory when a partner spots it; billing what's remembered
After
£180,200 of advisory and fee recovery surfaced in one run
- £180,200
- Opportunity surfaced
- 142
- Client actions drafted
- 30
- Partner hours saved / month
The offer
Package
The Practice package
- All three tools configured for your firm
- PII tokenisation layer as standard
- CRM/book onboarding and data mapping
- Monthly findings report with £ figures
- UK-based support, DPA included
Live within 14 days of data access
Build from £6,000 · from £2,750/month · two advisory engagements cover the year
Questions
Frequently asked
Is this GDPR compliant?
The architecture is built for UK GDPR: identifiable fields are tokenised before any AI processing and the encrypted mapping never leaves your control. We provide a DPA with every engagement and a DPIA on request.
What data do you need?
A client list export with services and basic financial flags, plus engagement letters for the leak detector.
How long does setup take?
Most firms are live within 14 days of granting data access. The demo you just ran mirrors the real pipeline. What follows is configuration, not construction.
Does it work with our systems?
Yes. Xero HQ, IRIS, Karbon, Senta and practice-management exports.
What does it cost?
A one-off build fee then a monthly retainer, anchored so a single recovered advisory engagement covers months of fees. Exact pricing on the call, based on book size.
Next step
See it on your own book
This was synthetic data. Yours will be better.
Book a callPseudonymisation under UK GDPR Art. 4(5). DPIA and DPA available on request.
Also see: Law Firms, Wealth Management & IFAs