For small to mid-size UK accounting firms (1-20 staff)
Stop wasting accountant time on admin work.
Simplify your firm's daily operations.
Reduce manual data entry and improve day-to-day workflows across your practice. We help UK accounting firms implement practical automation for Xero, client onboarding, and repetitive administrative processes.
Even simple automations can reduce repetitive admin work and help accounting teams stay more organised as their client base grows.
Invoice Automation Flow Example workflow
Systems we work with
Are You Still Doing This Manually?
These inefficiencies cost your accounting practice time, money, and accuracy. Here is where automation can help.
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 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 workflow can be set up to identify bank transactions without receipts and email the client automatically.
Client Onboarding
Typing client details from emails into CRM, engagement letters, and AML software is repetitive and prone to errors.
Our Solution:
An online form can be set up to sync data across your systems, check Companies House, and trigger digital signatures.
What Your Practice Gains
Reduce repetitive admin work
Fewer manual copy-paste mistakes
Xero, Stripe & Microsoft 365 workflows
Support growth without operational chaos
What less manual work actually means
Less time spent on manual data entry and chasing reconciliations - time your team can spend on clients and growth.
Example Scenarios
Invoice Collection & Reconciliation
Automated invoice collection and Xero reconciliation workflows.
Payout Reconciliation
Stripe to Xero sync with automated merchant fee breakdown.
Client Document Chasing
A workflow can be set up for automated reminders and digital document collection.
How It Works
Audit
We analyse your current bottlenecks and accounting workflows.
Design
We map the exact automation logic and estimate the effort.
Build
We implement, connect APIs, and test in sandbox environments where available.
Optimise
Optional maintenance plans keep workflows up to date as systems and APIs change.
Practical Automation for Accounting Firms
We don’t just connect apps together. With a background in Managed IT Services and business systems, we focus on building workflows designed for real day-to-day business use.
Our goal is to help accounting firms reduce repetitive admin work, improve operational organisation, and connect systems like Xero, Stripe, and Microsoft 365 more effectively. Running Google Workspace instead? See our Google Workspace support.
Workflows built around MFA and access controls
Indicative Range
£500 - £2,000
Depends on scope
Smaller pilot projects can start from around £300.
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 Free Automation AuditNo upfront commitment required.
Frequently Asked Questions
What systems do you work with?
Xero, Stripe, Microsoft 365, and Google Workspace, connected via their official APIs.
Do you access our clients' data, and how does this work under UK GDPR?
Automations connect to your systems through their official APIs, using the access you authorise, and the scope of access is agreed before work starts. Depending on the tool used, execution logs may contain client data; how long they are kept is configured per project.
What's included in the free automation audit?
In a short call, we review your current workflows and systems to identify where automation could help, and outline the scope so you can decide whether to proceed.
Is this an accounting or tax service?
No. SmartOps IT provides IT and automation services, not accounting, tax or AML services.
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 AuditNo obligation • 30 min • Clear scope and 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 onboarding workflows to connecting tools like Xero, Stripe, and Microsoft 365, our workflow automation page covers this in more depth. For AI-assisted invoice and document processing, see AI Automation. Our goal is simple - help accountants spend less time on manual tasks and more time focusing on clients and growth.