Who we work with

Who we work with: accountancy first, and firms like it.

Smaller and mid-sized UK professional services firms, where the same admin sits between the work and the client. Agents that start on their own, do the checking, drafting and filing, then stop for one of your team to approve. We also train your team to use Copilot and build their own agents, on the work your sector actually does rather than a generic course.

Featured · Accountancy firms

AI agents for accountancy firms

Six accountancy agents for the admin every practice shares: WIP and billing, client checks, meeting notes, records chasing, onboarding and VAT review. Each one waits for one of your team to approve.

See the accountancy agents Copilot and agent training for accountancy firms
  • WIP and billing agent
  • Adverse media and conflict checks
  • Client meeting agent
  • PBC and records chaser
  • Client onboarding agent
  • VAT return review agent

Law firms

AI agent development for law firms

Agents that start on their own when a new matter opens, a meeting ends or post arrives, do the checking, drafting and filing, then stop for the fee earner to approve. Built in your own Microsoft 365.

See the agents Copilot and agent training

Insurance brokers

AI agents for insurance brokers

Agents that start on their own ahead of a renewal date, when a risk is ready for market or a claim goes quiet, do the preparation and chasing, then stop for the broker to approve. Built in your own Microsoft 365.

See the agents Copilot and agent training

Financial advisers

AI agents for financial advisers

Agents that brief the adviser before a review, draft the file note and a first suitability report afterwards and pull provider responses into your schedule, then stop for the adviser to approve. Built in your own Microsoft 365.

See the agents Copilot and agent training

Professional services

AI agents for professional services firms

Agents that start on their own when an email arrives, a meeting ends or a report is exported, do the checking, drafting and filing, then stop for one of your team to approve.

See the agents Copilot and agent training
Why accountancy first?
Because the same admin comes up in every practice: WIP and billing, onboarding and AML checks, records chasing, the post and meeting notes. That's why the first six agents are for accountancy firms.
Do you only work with accountancy firms?
Accountancy first. We also work with law firms, financial advisers and insurance brokers of a similar size, and with other professional services firms where admin sits between the work and the client.
Do you train teams in these sectors as well as build agents?
Yes. Training is hands-on and built around your firm's own processes, from using Copilot in day-to-day work through to building agents in Copilot Studio. The exercises use your own jobs, not demo material about another firm. Copilot and agent training
What if our sector isn't listed?
Talk to us anyway. Training is built around your own work whatever the sector, and the pattern for agents doesn't change: something starts the agent and it does the checking, drafting and filing, then one of your team approves. Tell us what your team does and we'll say honestly whether training, an agent or both would help.

Next step

Talk through where Copilot and agents would help your team first.

A free 30-minute call with James. No pitch and no obligation.

Book a free 30-minute call See the accountancy agents