AI automation / accountants
AI automation for UK accountants
Integraite is a UK AI automation company building systems for accountants. Not chatbots and not a report: AI that answers the phone, reads the email and the paperwork, chases what is missing and prepares the work, with your team approving anything that goes out.
Ask your business
Answered from the live accounts
Where the week goes
Taken from UK trade bodies and the trade press, not from a brochure.
- 01Chasing clients for records before every quarterly and annual deadline
- 02Far more client contact now tax updates are due every quarter
- 03Rekeying data by hand between client systems and practice software
- 04Quarterly updates queuing for review by a few senior staff
The work still happens. Nobody has to do it.
What we build for accountants, against what it fixes
| The problem | The system |
|---|---|
| Chasing clients for records before every quarterly and annual deadline | Records chasing agent |
| Far more client contact now tax updates are due every quarter | Document extraction pipeline |
| Rekeying data by hand between client systems and practice software | Bank reconciliation |
| Quarterly updates queuing for review by a few senior staff | Review preparation assistant |
Records chasing agent
Sends tailored reminders for missing statements and receipts, reads replies, and shows staff exactly which clients are outstanding.
Document extraction pipeline
Reads every invoice, receipt and bank statement as it arrives, pulls the figures into your practice software and flags anything unclear for a person.
Bank reconciliation
Matches payments to the invoice or receipt they belong to, leaving only the genuine exceptions for someone to look at.
Review preparation assistant
Checks each quarterly update against prior periods, highlights anomalies and drafts notes so senior reviewers sign off faster.
Client query inbox
Reads incoming emails, drafts replies from the client file and routes technical questions to the right accountant for approval.
Nothing reaches HMRC under Making Tax Digital without an accountant's approval. Client data stays in your systems, access is limited to the people who need it, and every action the AI takes is logged, so there is an audit trail for UK GDPR and AML.
Live in weeks, not a project that never lands
We watch a real week
An hour with you writing down what actually happens, including the jobs nobody lists when asked what takes their time.
We build around your tools
It works inside the software you already use. Nobody is asked to move, learn a new system or change how they work.
You approve, it runs
Nothing reaches a client until a person says so, every action is logged, and it keeps going at night and at the weekend.
Tell us about your week. We will tell you what can run itself.
A short call, no slides. If there is nothing worth automating, we will say so.
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