Agents for accountants/PBC and records chaser
Accountancy agent
PBC and records chaser
Knows what each job is still waiting for, matches what the client sends and chases what they haven't.
We're running this with a small number of pilot firms first, because matching what clients send to what you asked for has to be right before it's left to run.
Demo video coming soon
See the PBC and records chaser run, start to finish.
We're recording the demo now. Until it's here, we'll walk you through it live on a free 30-minute call.
Book a free 30-minute callScope
Audit PBC lists, corporate finance information requests and self assessment records.
What starts it
It starts on its own.
Standard trigger
A job is created in your practice system. The agent loads the standard list for that job type and sends it to the client.
It could also start when
- A new row in a SharePoint jobs list
- A PBC list uploaded to the engagement folder
- Self assessment season starting on a set date, for every SA client
- A corporate finance request issued from a template
Keeps it moving
Each email to the shared mailbox, file in the client's upload folder or portal submission is matched to the list automatically.
Manual fallback
The manager starts the job from Teams and attaches the list.
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Trigger
A job is created.
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System
The list is loaded and sent.
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System
The mailbox and upload folder are watched.
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AI
Each item is matched to a line on the list. Partial or wrong-period documents are flagged, not ticked.
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Action
The tracker is updated and chasers are drafted at day 7 and day 14.
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Your team approves
The manager approves the chasers (or lets them send on the agreed schedule). The partner is told after day 21.
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Ask it in Teams
“What are we still waiting for from this client?” is answered live.
What it does
When a job is created, the agent sends the client the right request list and then watches the shared mailbox and upload folder, matching everything that arrives to a line on the list. It keeps the tracker current, drafts chasers at day 7 and day 14 for the manager to approve and tells the partner about anything still missing after day 21.
Where your team approves
The chasers (unless you choose automatic sending) and escalations.
You decide what each agent may do on its own and where a person has to approve. By default, anything that goes to a client or raises a bill waits for one of your team.
Standard in every firm
- Lists for the three job types
- Mailbox and folder watching
- Matching
- The tracker
- Chaser timing
- The chat
Set up for your firm
- List content
- Tone
- Timing
- Escalation rules
Today
The list lives in an email thread or a shared sheet, and records arrive piecemeal. Someone checks the inbox, works out what's missing, writes a chaser and repeats. January is the worst of it.
With the agent
The tracker is always current, chasers go out on time in the same voice and the manager sees a status instead of an inbox.
Worked example
What it could give back to your firm.
Worked example
- Chasers handled a year
- 2,400
- Hours back a year
- 480
- Value a year, with penalties avoided
- £40,400
Illustrative defaults. Put in your own numbers.
How it's worked out
- Chasers handled a year = jobs a month × 12 × checks and chases per job.
- Hours = jobs a month × 12 × chases per job × (minutes now − minutes with the agent) ÷ 60.
- Value = hours × value of an hour + late filing penalties avoided.
What you need in place
Before it can run in your firm.
- A shared mailbox or client portal where records land
- A “job created” signal from your practice system or a SharePoint jobs list
- Agreed request lists for each job type
Price
Fixed price, confirmed on a free 30-minute call
Once live, it's looked after under Embed from £750 a month, which covers up to two live agents.
Microsoft's own usage charges, such as Copilot Credits, are billed by Microsoft to your firm, separately from our fees.
All prices exclude VAT.
What happens when a client sends the wrong document?
Do the chasers go out on their own?
Why is this a pilot?
Where does our data go?
Next step
Talk to us about this agent.
A free 30-minute call with James. We'll check how your practice would trigger it and confirm the fixed price.