Chasing missing documents
Clients get polite reminders for bank statements, receipts and records until everything is in.
AI automation for accounting firms
Stop chasing clients for paperwork.
AI that chases missing documents, sorts receipts and drafts routine replies, so your team can focus on the accounts.
Works inside the tools you already use
Less admin around the actual accounts.
These are the jobs we hand to AI first. They're repetitive, rule-based, and nobody will miss doing them.
Sorting receipts and statements
Uploads get read, named and filed against the right client automatically.
Answering routine questions
Deadline and status questions get a drafted reply your team can approve in one click.
Onboarding new clients
Engagement letters, ID checks and welcome packs go out and get followed up for you.
One day to set up. Then it just runs.
Audit
Free, 30 minutes
We find the three jobs eating most of your week and tell you honestly which are worth automating.
Set up
One day, fixed price
We build it inside the tools you already use, and switch it on before we leave.
Hand over
Two weeks of checks
We show your team how it works, watch it closely, and stay on call if you want ongoing support.
Savings calculator
What the boring stuff costs you.
You could get back
£0
a year
- Hours back each week
- 0
- Spent on repetitive work now
- £0
A rough estimate based on 46 working weeks a year. We'll give you a proper number on the free audit call.
We also work with
Questions
Asked before we start.
Will it work with Xero, QuickBooks or Sage?
Yes. We connect to the software you already use and work around how your practice runs.
Do I need to change the software I use?
No. We build inside what you already have, like Gmail, Outlook, Xero or your CRM. Your team keeps working the way they do now.
Is my data safe?
Automations run in your own accounts, with access limited to what each job needs. We use business AI providers that don't train on your data, and we'll sign an NDA if you want one.
What if the AI gets something wrong?
Anything that goes to a customer can wait for a quick human check before it sends. We start strict and loosen it once you trust it.
How much does it cost?
The setup day is a fixed price, agreed after the free audit so you know exactly what you're paying for. Ongoing support is optional and monthly.
What if I want to stop?
You own everything we build. No long contracts, nothing that breaks if we part ways.
Start with one boring task.
Tell us what's eating your week. We'll reply within one working day to book a free 30 minute audit.
Rather email? jesse@cyverlo.com
Got it, thanks.
A confirmation is on its way to your inbox. We'll reply within one working day.