Know what’s needed.
Set the document checklist for each client and period. Your team decides what counts as complete.
A SHARED STARTING POINTBUILT AROUND YOUR PRACTICE
AI for accountants.
Less chasing.
More advising.
Your expertise belongs with your clients, not in another reminder email. Turn scattered records into a clear checklist—and follow-ups into drafts ready for your review.
For small accountancy & bookkeeping firms.
Designed to work alongside the tools you already use.
A practical starting point for AI.
One workflow. Your team in control.
THE CLIENT RECORDS ASSISTANT01 / 03
PRACTICE OVERVIEW
STA clearer picture.
12Client checklists
4Need a follow-up
8Ready for review
Client recordsMarch · sample data
Acme Studio Ltd2 documents outstanding
Needs follow-upNorth & Co.All requested records received
Ready for reviewOakfield Consulting1 document outstanding
Needs follow-up✦
A useful nudge, ready for review.
↗“Hi Alex, we’re just missing your March bank statement and purchase invoice…”
You approve every reminder.
✓
Nothing falls through the cracks.A clear next action for every client.
ILLUSTRATIVE WORKFLOW REAL ACCOUNTING STAYS WITH YOU.
Human review built in
Your existing workflow first
Start small. Measure the difference.
THE EVERYDAY BOTTLENECK
The work before
the accounting work.
Bank statements in an email. Receipts in a folder. A missing invoice nobody has chased. We’re focusing on the small tasks that keep important work waiting.
See what’s missing.
Organise received records, review suggested document types and see outstanding items in one place.
LESS SEARCHING THROUGH INBOXESReview. Then follow up.
Get a tailored reminder draft with the right missing items. Check it before anything goes to the client.
YOU KEEP THE FINAL SAYA SMALL TASK. A BETTER WAY.
Try a client
follow-up.
Choose a sample client. See their missing records, then create a reminder draft. This interactive example shows the workflow we’re testing.
↳
Sample data only.
No documents uploaded. No emails sent.
CLIENT RECORDS / MARCHWORKFLOW DEMO
NEXT ACTION
PRACTICAL AI FOR ACCOUNTANCY FIRMS
Start with one workflow.
Build from there.
AI is useful when it solves a specific problem. Our first pilot focuses on client document collection; other workflows begin with a conversation about your practice.
Client document chasing
Checklists, missing-record visibility and reminder drafts. A focused way to test whether automation helps your team.
Explore this workflow ↗Client onboarding
Map the handoffs, collect required information and make the next step clear for new clients and your team.
Practice reporting
Explore repeatable reporting and reviewed summaries grounded in your verified data, rather than another spreadsheet scramble.
A NOTE FROM SEÁN
Built on experience
with real business data.
I’m Seán Twomey, founder of AutomateSMT. My background includes more than 15 years solving financial-data problems for organisations including AIB, PayPal, Bank of America and UHG.
Now I’m bringing that practical approach to smaller firms: understand the process, automate the repetitive steps and keep people responsible for the decisions.
Seán Twomey FOUNDER, AUTOMATESMTGOOD QUESTIONS
Before you
bring AI in.
Clear expectations from the start.
What does AI for accountants actually mean?+
It means using AI for defined tasks in an accountancy workflow—for example, suggesting document types, drafting client reminders or preparing a summary for review. The accountant still checks the output and makes professional decisions.
Is this a replacement for my accounting software?+
The pilot focuses on the administration around collecting client records. We’ll map the tools you use first and agree a small workflow. Direct integrations with accounting platforms need to be scoped and verified; they are not included automatically.
Will it send reminders without checking with us?+
The proposed first pilot uses approval before sending. Your team reviews the missing items and the message. The demo on this page doesn’t send anything.
How will you handle client information?+
We start with sample or anonymised records. Before using real client data, we agree the storage, access, processing providers, retention and deletion arrangements with your firm. This preview has no document-upload feature.
Can it give tax advice or complete accounts?+
The client-records pilot is an administrative assistant. Tax advice, accounting judgements and sign-off remain with your qualified team.
What does the pilot cost?+
We’ll scope one workflow and quote a fixed pilot fee before you commit. The cost depends on your tools, records and review process. We don’t have a standard subscription price yet.
How will we know if it works?+
Agree a baseline first: time spent chasing documents, outstanding items and how long records take to arrive. Review those measures during the pilot, alongside draft quality and the time your team spends correcting output.
EARLY PILOT · SMALL ACCOUNTANCY FIRMS
Let’s find the
first hours
worth saving.
Tell us where your team gets stuck. We’ll explore one practical workflow and agree what a useful pilot would look like.
01
Prefer email? sean@automatesmt.com ↗A short workflow conversation
02A clear scope and fixed quote
03A small pilot with agreed measures