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Built for accountants + bookkeepers

Free yourself from chasing receipts and signed engagement letters.

Same Brilliant AI platform, tuned end-to-end for accountants + bookkeepers. Agents that know your world, workflows that ship on day one.

Set up for my business See pricing
If this is you

The unglamorous work eating your week.

  • Clients forget to send their books / receipts
  • Engagement-letter signatures take weeks
  • VAT-return deadlines chase you, not the client

Sound familiar? Here's what changes the day your AI team comes online.

Outcomes

What accountants + bookkeepers get from day one.

  • Monthly receipts request goes out without a thought
  • Engagement letters sent + e-signed within 24h of onboarding
  • VAT + corporation-tax + self-assessment deadline reminders
  • Year-end accounts ready-to-review email drafted automatically
  • Lapsed-client win-back at 90 days quiet
Your AI team

Four agents that already know your world.

Same Brilliant AI agents, niche-tuned playbooks. They speak your trade, not generic CRM-speak.

recall

Receipt + deadline chaser

5th of each month: "hi, please send last month's invoices + receipts — quickest way is the Brilliant AI portal upload".

compliance

HMRC-aware

Drafts deadline reminders that reference the actual HMRC date for that client's tax year.

finance

Invoice + payment automation

Recurring monthly bookkeeping invoice + payment-link; chases at +7 / +14.

receptionist

Engagement-letter onboarding

New client → engagement letter + DocuSign + KYC checklist drafted on day 1.

They sound like this

Real conversations, in your tone of voice.

Two examples your agents handle out of the box. Tone shifts when we tune it for your specific business.

Hi, was looking at switching accountants — what's the process? Customer · inbound
Welcome. We'd send you an engagement letter + KYC pack today, take it from your current accountant ourselves, and have your first month's bookkeeping cleared within 2 weeks. Want me to send the engagement letter? Agent · drafted, awaiting your sign-off
Sorry, totally forgot to send October's receipts Customer · inbound
No problem at all — upload them to your portal or reply with photos and I'll get them logged. We've got until the 22nd before it affects the VAT return. Agent · drafted, awaiting your sign-off
On day one

The 5-workflow starter pack.

Every accountants + bookkeepers sub-account ships pre-loaded with these. Switch any off, tune any with your wording.

  1. 01 Monthly receipts request (5th of month)
  2. 02 VAT + CT + SA deadline reminders per client
  3. 03 Year-end accounts drafted-for-review email
  4. 04 Engagement letter + KYC onboarding flow
  5. 05 Lapsed-client win-back at 90 days
The full footprint

What ships for accountants + bookkeepers, in full.

36+ workflows and 14 specialist agent roles live for your niche. Here are the headline picks; the full catalogue is one click away.

Top niche workflows

  • Year-End / Tax-Deadline Client Marshalling Every January (UK) and April (US) the practice drowns: the same clients send records late, the junior team chases manually, deadlines slip and partners firefight penalties. The records-gathering nag is ad-hoc and un-escalated, so the firm a
  • Year-End / Tax-Deadline Client Marshalling The killer pain: every filing season the practice burns weeks chasing the same non-responsive clients for records while statutory deadlines (Companies House accounts/CS01, Corporation Tax CT600, Self Assessment SA100, US 1040/1120/1065) bea
  • Missing-Records Chaser Year-round (not just at year-end) the bottleneck on every job is the same: bank statements, invoices, mileage logs, dividend vouchers and receipts that the client has not sent. Staff spend hours composing 'just chasing again' emails and the
  • Advisory / CAS Upsell from Data Anomalies Compliance bookkeeping is commoditised and low-margin; the money is in Client Advisory Services (CAS) and tax planning, but practices never spot the trigger moments (a margin slump, a cash crunch, a high-income event, a new subsidiary) beca
  • MTD Compliance Sentinel (UK) Making Tax Digital (VAT, and the ITSA rollout) imposes digital-record-keeping, software-link and quarterly-submission obligations on every affected client. Practices cannot manually track which clients are signed up, which are non-compliant

+ 11 more niche workflows + 20 universal workflows. See them all.

Top specialist agents

  • frontline
  • booking
  • recall
  • clinical handover
  • compliance
  • finance

+ 8 more specialist roles for accountants + bookkeepers. See the full fleet.

13 specialists, accountants + bookkeepers-only

A thinking team — built for accountants + bookkeepers.

These aren't generic 'send a reminder' workflows. They model, recommend, optimise, and tell you what to do. One creative thing each, that no off-the-shelf automation tool can do for you.

  • Atlas HMRC deadline radar reports to Ollie

    Per-client deadline tracker (SA, CT, VAT, PAYE, P11D, CIS, MTD); escalation cadence 30/14/7/3/1 days before + the morning-of.

    Weekly Deadlines next 30 days + the at-risk clients (data outstanding) + the action per client.
    Advises deadline escalation
    Ingenuity Cross-references the CLIENT's responsiveness pattern (some give data immediately on first ask; others need 3 nudges + a phone call) + starts the cadence EARLIER for slow responders.
  • Brine WIP-aging recovery agent reports to Casey

    Tracks work-in-progress age per matter + per client; flags WIP > 30 days + identifies the cause (waiting on data / waiting on internal review / scope-creep) + the recovery action.

    Weekly WIP > 30 days + the reason + the recommended billing-it-now vs unblocking action.
    Advises WIP recovery
    Ingenuity Distinguishes 'we should bill now' (we earned it; owner is just slow to invoice) from 'we should unblock' (still waiting on client) - critical cashflow lever.
  • Compass Advisory-upsell radar reports to Rory

    Reads client financials + business signals + spots upgrade-from-compliance opportunities (R&D claim, incorporation, share scheme, EIS, exit planning).

    Weekly Top 10 advisory candidates this week + the named opportunity per client + the suggested opener.
    Advises advisory opportunity
    Ingenuity Picks the WINDOW (year-end approaching for tax planning, or a profitable year for share scheme) - advisory pitches land when the timing is right.
  • Yield Per-client profitability analyst reports to Casey

    Tracks recorded hours + fees per client + identifies the loss-making clients + the under-charged high-effort clients + the right conversation per (re-tier / re-price / let go).

    Weekly Profitability quintiles + the loss-makers + the recommended conversation per.
    Advises client profitability action
    Ingenuity Models the OPPORTUNITY-COST - 'this loss-making client takes 8 hours/month; that's 8 hours we could spend on the profitable advisory client'.
  • Flag Bookkeeping anomaly detector reports to Casey

    Reads client bookkeeping data flow; spots anomalies (unusual transactions, mis-categorisations, VAT-registration thresholds approaching, duplicate invoices); flags BEFORE year-end.

    Weekly Anomalies this week + the per-client triage + the ones needing immediate client conversation.
    Advises anomaly investigation
    Ingenuity Catches the VAT-threshold creep BEFORE the client accidentally trades through it un-registered - saves a chunky HMRC fine.
  • Mortar CIS + construction compliance helper reports to Casey

    For construction-sector clients: tracks CIS deduction compliance, subbie verification, monthly returns, domestic reverse charge VAT - flags drift.

    Weekly Construction clients' CIS / DRC status + the issues to address + the documentation gaps.
    Advises construction compliance fix
    Ingenuity Picks up the SUBBIE who was paid gross but should have been deducted under CIS - the typical construction-firm gotcha.
  • Cog Payroll anomaly + RTI watchdog reports to Casey

    Watches payroll runs for anomalies (huge bonuses, tax-code mismatches, NI-category errors, P11D candidates) + RTI filing compliance.

    Weekly Payroll anomalies + RTI status + the client conversations needed.
    Advises payroll anomaly check
    Ingenuity Catches the EMPLOYEE BENEFIT (gym membership, phone) that the client paid + assumed was tax-free + flags the P11D before HMRC does.
  • Tide Client-of-client AR-aging chaser reports to Casey

    For clients on bookkeeping service, watches their accounts-receivable aging + drafts polite chaser sequences for the client's own slow-paying customers.

    Weekly Client AR-aging heatmap + the chaser drafts queued + the cash-flow impact per client.
    Advises AR chaser draft
    Ingenuity Drafts in the CLIENT's voice + tone (not generic 'PAYMENT OVERDUE' bombast) - keeps the client's customer relationships intact.
  • Sentinel Companies House confirmation-statement sentinel reports to Ollie

    Confirmation statements, PSC updates, accounts filing windows tracked per client; escalates well ahead.

    Weekly Companies House obligations next 60 days + at-risk list + the data we need from the client.
    Advises Companies House obligation
    Ingenuity Spots the QUIET DIRECTOR CHANGE that the client forgot to tell us about (from their LinkedIn or an inbound email signature) + flags the PSC update.
  • Lens Client segmentation + service-level matcher reports to Rory

    Segments client book by service-type (compliance-only / partial-advisory / full-FD) + complexity + engagement; identifies the mis-matched (over- or under-served).

    Weekly Segment health + the under-served high-margin candidates + the over-served low-margin candidates.
    Advises service-level conversation
    Ingenuity Recognises the GROWING CLIENT - the one who needs to move from compliance-only to full-FD service BEFORE they outgrow us + go elsewhere.
  • Yardstick Per-client industry benchmarker reports to Theo

    For each client, compares their key metrics (gross margin, payroll %, marketing %, debt ratio) against industry benchmarks; surfaces the comparisons that drive client conversations.

    Weekly Benchmark stories per client + the top 5 to surface at the next review.
    Advises benchmark talking point
    Ingenuity Reads industry benchmarks in CONTEXT - 'your gross margin is below industry, BUT industry benchmarks include franchised competitors where you don't, so we'd actually expect this' - the nuance that saves an unnecessary alarm.
  • Helm HMRC + ICAEW regulatory horizon reports to Theo

    Reads HMRC guidance + ICAEW technical releases + consultation responses; maps changes to which clients are affected + drafts the client-facing explainer.

    Weekly Regulatory changes this week + the client cohorts affected + the recommended client-comms plan.
    Advises regulatory client-comms
    Ingenuity Drafts the PLAIN-ENGLISH client explainer + the follow-up question to ask the client - so the change becomes a relationship moment, not just a tax note.
  • Anchor Fixed-fee recalibration reports to Casey

    For clients on fixed-fee engagements, tracks actual-hours vs budgeted-hours + identifies engagements drifting + queues the scope/fee conversation.

    Weekly Fixed-fee engagements running over budget + the named scope/fee conversation per engagement.
    Advises scope/fee conversation
    Ingenuity Catches the GROWTH-CAUSED drift (client tripled transaction volume in 12 months) vs the SCOPE-CAUSED drift (we agreed to handle their new subsidiary) - different conversations, different fee approaches.
Walk away from

What's costing you today

  • Clients forget to send their books / receipts
  • Engagement-letter signatures take weeks
  • VAT-return deadlines chase you, not the client
  • Drafts you write yourself at 9pm
  • Follow-ups that never get sent
  • One more tool subscription you forgot you had
Walk into

What changes the day Sam configures you

  • Monthly receipts request goes out without a thought
  • Engagement letters sent + e-signed within 24h of onboarding
  • VAT + corporation-tax + self-assessment deadline reminders
  • Year-end accounts ready-to-review email drafted automatically
  • 36+ workflows running for you, not by you
  • One subscription replacing the stack you'd otherwise pay £400-600/mo for
  • Your data stays yours - never trained on, never sold (posture)

Everything else, also included.

The agents above are the ones we lead with for accountants + bookkeepers. Your subscription includes the full catalogue + the feature set + every other agent we ship, ready when you need them.

See the accountants + bookkeepers catalogue See pricing

Ready to see this on your accountants + bookkeeper?

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