Automation, Xero & Modern IT Systems

For small to mid-size UK accounting firms (1-20 staff)

Stop wasting accountant time on admin work.
Automate and scale.

Get more clients without hiring more staff. We help UK accountants automate Xero workflows, reduce manual data entry, streamline onboarding, and designed to save time and reduce manual tasks through secure business automation systems.

Many businesses see time savings quickly after automation is implemented.

⏳ Limited availability - we onboard only a few accounting firms each month.

Invoice Automation Flow ACTIVE

Client Emails Receipt Trigger
Auto-Extract Data (Dext) Auto
Create Draft Bill in Xero Auto
Ready for 1-Click Approval

Technologies we seamlessly integrate

Xero QuickBooks Stripe Microsoft 365 Make / APIs

Are You Still Doing This Manually?

These inefficiencies cost your accounting practice time, money, and accuracy. Here is what we fix.

💳

E-commerce Reconciliation

Manually splitting bulk Stripe or PayPal payouts into individual Xero invoices and calculating processing fees takes hours.

Our Solution:

Automated payout matching and exact fee allocation directly into your accounting software.

📄

Chasing Missing Invoices

VAT return deadlines are approaching, and your junior accountants spend days emailing clients for missing receipts.

Our Solution:

A smart workflow that identifies bank transactions without receipts and automatically emails the client.

🤝

Client Onboarding & AML

Typing client details from emails into CRM, engagement letters, and AML software is repetitive and prone to errors.

Our Solution:

One secure online form that syncs data across all your systems, checks Companies House, and triggers digital signatures.

What Your Practice Gains

More Time

Reduce repetitive admin work

Better Accuracy

Fewer manual copy-paste mistakes

Connected Systems

Xero, Stripe & Microsoft 365 workflows

Room to Scale

Support growth without operational chaos

What 30 hours/month actually means

If your team costs £15/hour, saving 30 hours = £450/month.

That’s £5,400/year - from just one automated workflow.

Typical Problems We Help Solve

UK Bookkeeping Firm

Saved 32h/month

Automated invoice collection and Xero reconciliation workflows.

E-commerce Accountant

100% automated payouts

Stripe to Xero sync with automated merchant fee breakdown.

Small Practice

No more chasing clients

Automated SMS/Email reminders and digital document collection.

View detailed case studies →

How It Works

1

Audit

We analyse your current bottlenecks and accounting workflows.

2

Design

We map the exact automation logic and calculate ROI.

3

Build

We implement, securely connect APIs, and test thoroughly.

No disruption to your current systems.

4

Optimise

We maintain and continuously improve performance.

Accounting Workflow Automation

Reliable Automation Built for Accounting Firms

We don’t just connect apps together. With a background in Managed IT Services and infrastructure, we focus on building secure, reliable workflows designed for real business use with stability, data security, and long-term maintainability in mind.

Secure workflows with MFA and access controls

Experience with accounting and financial systems
Practical automation focused on saving time
Built for small UK accounting practices
Typical Project Size

Typical Investment

£500 - £3,000

per automation project

Ongoing optimisation and workflow maintenance plans are available for firms that want long-term support as systems and APIs evolve.

Book a Discovery Call

No upfront commitment required.

Who you'll be speaking with

A technical consultant with accounting workflow experience - not a pushy salesperson.

Ready to scale your accounting firm?

Stop treating highly paid accountants like data-entry clerks. Let's map out your processes and find where you are losing money.

Book Your Free Automation Audit

No obligation • 30 min • Clear ROI plan

Or call us directly: +44 333 880 1344

Automation Support for UK Accountants

We help small UK accounting firms reduce repetitive admin work with practical automation and modern business systems. From invoice processing and onboarding workflows to connecting tools like Xero, Stripe, Microsoft 365, and Make, we focus on solutions that save time and simplify day-to-day operations. Our goal is simple - help accountants spend less time on manual tasks and more time focusing on clients and growth.