AI Audit for Finance & Accounting Firms — £997
Built for partners and practice managers at accountancy practices, bookkeeping firms, financial advisers, and in-house finance functions. We map every workflow your team already pays for — onboarding, bookkeeping, reporting, tax — and identify the automations that recover the most fee-earning hours per week.
One week, fixed price, vendor-neutral. You walk away with a prioritised roadmap your team can actually ship — built around your existing practice management, ledger, and compliance stack.
Where finance firms find the most leverage
Every audit is bespoke, but four patterns show up in almost every finance engagement we run. We'll quantify each one against your client book size, service mix, and current ledger/practice-management stack.
Client onboarding & AML
Automated KYC/AML checks, engagement letter generation, and structured data capture from new clients — onboarding takes hours rather than weeks and your compliance evidence trail is bulletproof.
Bookkeeping & transaction coding
AI-assisted bank feed categorisation, invoice OCR, and exception triage — bookkeepers stop pushing transactions around Xero/QuickBooks and start reviewing edge cases that matter.
Reporting, MI & advisory prep
Auto-generated management packs, variance narratives, and client-ready commentary — partners walk into advisory meetings with insights, not just numbers.
Tax, filings & compliance workflow
Deadline tracking, document chase automation, draft tax narrative, and pre-filing checks — busy season stops being firefighting and starts looking like a managed process.
What you get inside the week
Every deliverable is built for the people who'll actually action it — your partner, your practice manager, your IT lead. No glossy deck, no generic vendor pitch.
We've run this for general accountancy practices, bookkeeping specialists, tax boutiques, IFAs, and in-house finance teams. The structure is the same. The opportunities are always yours.
- Stakeholder interviews with partners, managers, and bookkeeping leads
- Full process map across onboarding, bookkeeping, reporting, tax, and advisory
- AI Readiness Scorecard with confidentiality- and ICAEW/ACCA-aware recommendations
- 15-20 ranked automation opportunities with projected ROI
- Quick-wins list your team can ship in week one
- 12-week implementation roadmap and executive summary
Estimate your annual savings
Indicative only — drag the sliders to fit your firm and see what an automated workflow could reclaim per year.
Annualised £ savings
£49,102Monthly £ savings
£4,092Hours reclaimed / wk
27 h
Reclaimed = team hours × automatable share. Monthly figure uses 4.33 weeks. Indicative only — your audit produces a number grounded in your real workflows.
Ready to see your roadmap?
One week. One fixed price. A roadmap your team can actually ship — built specifically for finance and accounting workflows.
Book your AI Audit — £997