Built for UK Accountancy Practices

What if your team spent 80% of their time on advisory work?

Data entry, receipt processing, client chasing — your qualified staff are spending the bulk of their time on admin that AI can handle. Facilit8.AI deploys agents that automate the grind, so your team can focus on the work that actually grows your practice.

Book your free AI Opportunity Audit → See how it works

The problem

The hidden cost of manual data entry and admin

Data entry from receipts and invoices

Qualified accountants spending hours manually keying data from receipts, invoices, and bank statements is one of the most expensive admin tasks in any practice — and one of the most avoidable.

Chasing clients for documents

Chasing clients for missing information before deadlines is time-consuming, awkward, and often fruitless. It blocks your team from completing work and damages client relationships.

Report generation and onboarding admin

Producing management accounts, drafting client reports, and onboarding new clients involves repetitive, templated work your team does from scratch every time — AI can handle this.

What we automate

AI built specifically for accountancy practices

Receipt & invoice processing

AI extracts data from receipts, invoices, and bank statements and codes them automatically into Xero, QuickBooks, or Sage — ready for review, not entry.

Client document chasing

Automated, personalised reminder sequences chase clients for missing documents — with escalation logic, deadline awareness, and tone that feels human, not robotic.

Report drafting

Auto-generate first drafts of management accounts, board packs, and client-facing reports — populated with live data and your practice's standard narrative templates.

Onboarding automation

Automate new client onboarding — engagement letters, data collection forms, AML checks, and software setup — so clients are up and running faster with less manual effort.

Tax deadline reminders

AI monitors upcoming deadlines across your client base and sends timely, personalised reminders — to clients and internally — so nothing slips through the cracks.

Client portal updates

Automatically update client portals with completed work, outstanding items, and upcoming deadlines — keeping clients informed without manual communication overhead.

How It Works

From audit to AI agents running in your practice

The 45-minute audit

A structured conversation — conducted by our AI — to map your workflows and identify the highest-impact opportunities. Free. No obligation.

We build your agents

Our team designs and deploys AI agents directly into your practice workflows — integrated with Xero, QuickBooks, Sage, or your practice management software.

We run them for you

Monthly retainer. We monitor, optimise, and expand your AI operations as your practice grows. You focus on clients — we handle the AI.

The Free Audit

What our AI asks during your free audit

Our AI audit agent conducts a structured 45-minute conversation. Here's a sample of what it covers for accountancy practices:

  1. 01 How many staff do you have, and what's the rough split between compliance work and advisory services?
  2. 02 What's your current software stack — Xero, QuickBooks, Sage, or something else? And what practice management tools do you use?
  3. 03 Walk me through what happens at month-end — what manual steps are your team doing that feel like they shouldn't need to be manual?
  4. 04 How many clients are you managing, and how much time per week does your team spend chasing them for information?
  5. 05 What's your biggest pain point around data entry — receipts, bank statements, invoices, or something else?
  6. 06 How long does it take to onboard a new client end-to-end today, and where does time get lost in that process?
  7. 07 If you could free up ten hours per week across your team, what would you want them doing with that time?
Book your free audit →