January should not require heroics.
Every accountant I speak to loses the same hours: pulling data out of client paperwork, chasing missing records, and answering the same 20 questions. All three are automatable today.
Sound familiar?
Manually keying data from receipts, invoices and bank statements
Chasing clients for missing records every deadline season
The same VAT and deadline questions answered by email, one at a time
What I would automate
Document intake and extraction
Clients upload paperwork; the data lands structured in your software. No more manual keying from PDFs and photos.
Automatic record chasing
Polite, persistent reminders for missing records that escalate as deadlines approach and stop when documents arrive.
Client question assistant
A firm-branded assistant that answers routine questions about deadlines, VAT and allowances, and hands off anything complex to you.
Finance tools are my bread and butter
I built PayStubr, a payroll document engine with automatic tax calculations across 51 US states, and CalcGenie, a suite of live finance calculators. Numbers-heavy tools that have to be right.
Not ready to hire?
Get a free teardown.
Send me your website. Within 48 hours you get 3 specific things I would automate with AI in your business, in plain English. No call, no deck, no obligation.
- /Written personally, not auto-generated
- /Each idea comes with the tool I would use and a rough build size
- /Keep it, build it yourself, or hire me. Yours either way.