Industry · Accountancy practices
Give your practice back the hours lost to manual work.
Cube4 finds where AI and automation can safely take repetitive work off your team, then builds it with a person checking every output. Designed for UK accountancy practices.
The pressure is familiar
Not enough capacity
Good staff are hard to hire and keep, and Self Assessment peaks, year-end work and Making Tax Digital stretch the team you have.
Skilled people on routine tasks
Qualified staff spend hours chasing documents, retyping data and formatting reports instead of advising clients.
AI feels risky
You can see the potential, but client confidentiality and professional standards make it hard to know where to start.
Where practices typically start
Examples of the kind of work we look at. The audit tells you which ones are worth doing in your practice.
Chasing clients for records
Automated, polite reminders and checklists so documents arrive on time, with your team only handling the exceptions.
Bookkeeping data entry
Reading bank statements, receipts and invoices into your software for a person to review, instead of retyping them.
Onboarding and engagement letters
Collecting client details, running the steps you already follow and preparing letters for a person to check and send.
First drafts of reports and commentary
Draft management-account commentary or client summaries that a qualified person reviews and finalises.
Inbox and query triage
Sorting incoming client emails and routing them to the right person with the relevant file attached.
Internal reporting
Pulling workload, WIP and deadline information into one weekly view for the partners.
Your professional obligations
Before any work starts, we agree with you how each automation will meet ICAEW, ACCA and your other professional obligations. A qualified person in your team stays in control: our automations prepare work, your people review and approve it.
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