How we work/Automate

04

Automate

Automate: agents built in your Microsoft 365.

Two ways in: one of the six ready-made accountancy agents at a fixed price, or a build from your Discover plan, fixed at Design.

Book a free 30-minute call How we work

Two ways in

Ready-made, or built from your plan.

A build from your Discover plan

The agents your plan names.

Where the work isn't one of the six, we build from the plan Discover and Design produced. The price depends on the number of agents, the systems they connect to and the state of the source data, and it's fixed at Design before anything is built.

From £5,000, typically £5,000 to £15,000

Fixed at Design. All prices exclude VAT.

Most firms start with Discover. If you already know what you want, such as one of the six accountancy agents, we scope it on the free call and the specification is included in the fixed build price. There's no separate paid review before a build.

What every build includes

Built, tested and handed over properly.

The specification

What starts the agent, what it does, where it stops and who approves, agreed before the build.

Built in your Microsoft 365

In Copilot Studio and Power Automate, in your own Microsoft 365, not on our servers.

Tested on your real examples

Last month's real cases and the awkward exceptions, with your thresholds and templates.

Approval steps

Anything that goes to a client or raises a bill waits for one of your team, unless you decide otherwise.

Logging

Every run is logged: what came in, what the agent did and who approved it.

Handover and a walkthrough

Documentation you can keep, and a short walkthrough for the people who'll approve and use it.

More detail

How the builds work, and the other way to build.

Copilot Studio consultancy

How we build agents that start on their own and stop for your approval, in more technical detail.

Power Automate consultancy

The triggers, approvals and filing that let an agent act, not just answer.

Your team builds it, with us alongside

£3,950 fixed. Two delivery days, two 90-minute build reviews and 90 days of email support with answers within 2 working days.

Embed

Once an agent is live, Embed keeps it running, from £750 a month.
How long does it take?
Most builds take two to six weeks from sign-off, depending on the systems involved.
What does it cost to run?
Two things, kept separate. First, our fees: a fixed build price, then Embed from £750 a month, which looks after up to two live agents. Second, Microsoft's usage charges, which Microsoft bills to your firm. We build agents so routine steps run as standard automations and AI is only used where judgement is needed, which keeps Microsoft usage low and predictable. We estimate it before you commit.
Who approves what the agent does?
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.
Do we need an IT team?
No. Some agents need your IT provider to approve an app registration or set up a shared mailbox. We tell them exactly what to set up.
Do we pay for a review before a build?
Not a separate one. If you already know what you want, such as one of the six accountancy agents, we scope it on the free call and the specification is included in the fixed build price. If you don't, most firms start with Discover, and the £1,500 is credited back in full once follow-on spend passes £3,500.

Next step

Talk through the agent you'd build first.

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

Book a free 30-minute call See the accountancy agents