# AI for accountants — AutomateSMT

Less chasing. More advising.

AutomateSMT is exploring practical automation with small accountancy firms. The first pilot focuses on organising client document requests, identifying missing records and drafting follow-ups for staff review.

## First pilot: client document collection

Start with one workflow. Discuss where your team gets stuck, agree a small scope and fixed quote, and measure whether the pilot helps. There are no published prices or guaranteed savings.

Client onboarding and practice reporting are potential workflows to discuss, rather than ready-made products offered on this site.

## Demonstration

The public website includes a sample checklist with fictional clients and reminder drafts. It runs in the browser. It does not connect to accounting software, upload records, use a live AI model or send reminders.

## Contact

Use the enquiry form with your name, firm, email, phone and the workflow you want to improve, or email sean@automatesmt.com. Do not include confidential client information. Before a live pilot, data access, storage and processing arrangements need to be agreed.

- Website: https://www.automatesmt.com/
- Privacy: https://www.automatesmt.com/privacy