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GetInto AI

AI for Accounting & Finance

Finance firms spend hours on chasing records, onboarding and compliance checks, reports and routine letters, and almost all of it involves confidential client data. AI and automation can draft, chase, capture and remind, but filing deadlines stay in the firm's primary diary and a qualified person reviews anything that is advice, a filing or a client letter. These use cases respect UK GDPR, the Money Laundering Regulations and, for advisers, FCA rules and Consumer Duty, and keep identifiable client financial data out of consumer AI plans.

20 ideastypical cost £10 a monthtypical saving about £88 a month

Types of business

Accountancy Practices

Accountancy practices: proposals and engagement letters, AML records, monthly client report packs and newsletter drafts, with a qualified accountant checking.

4 ideasTypical saving about £113 a month

Bookkeepers

Bookkeepers: receipt capture into Xero, month-end chaser templates, backup VAT deadline reminders and intro call booking, with you checking the books.

4 ideasTypical saving about £54 a month

Financial Advisers

Financial advisers: review booking, client agreements signed online, newsletter and review template drafts. Advisers give the advice.

4 ideasTypical saving about £97 a month

Payroll Bureaus

Payroll bureaus: client self-service in BrightPay Connect, a payroll variations form, payslip query templates and backup auto-enrolment reminders.

4 ideasTypical saving about £80 a month

Tax Advisers

Tax advisers: Self Assessment intake replies, e-signed return approvals, tax explainer letters and appeal drafts, all checked by an adviser.

4 ideasTypical saving about £100 a month

All ideas for Accounting & Finance

Accountancy Practices

Monthly client report packs with Fathom for accountants

Fathom Pro for 30 clients is about £401 a month ($450 plus $17 for each of 5 extra companies). Editable AI commentary and branded reports.

  • Costs £401–405/mo
  • Worth £788/mo
  • Pays for itself in about two weeks
  • Some setup needed

Client newsletter drafts for accountancy practices

Turn GOV.UK guidance into a plain-English client newsletter with ChatGPT, Claude or Gemini, then check it. Free to about £20 a month.

  • Costs Free–£20/mo
  • Worth £68/mo
  • Pays for itself in about a week
  • Easy to set up

Bookkeepers

Intro call booking for bookkeepers with Calendly

Prospects pick a slot on your calendar for a free intro call. Free plan, or Standard from $10 (about £8) a seat a month.

  • Costs Free–£9/mo
  • Worth £45/mo
  • Pays for itself in a few days
  • Easy to set up

Backup VAT deadline reminders for bookkeepers

A spreadsheet row creates a calendar reminder for each client's VAT deadline, behind your main diary. Free, using Zapier's free plan.

  • Free
  • Not measured in money
  • Not a money saving
  • Some setup needed

Financial Advisers

Review prep and follow-up templates for advisers

Draft review agendas, document checklists and follow-up letter shells with ChatGPT, Claude or Gemini. Free to about £20 a month.

  • Costs Free–£20/mo
  • Worth £193/mo
  • Pays for itself in a few days
  • Easy to set up

Client newsletter drafts for financial advisers

Draft general, educational client newsletters with ChatGPT, Claude or Gemini, approved by your compliance lead before sending. Free to about £20 a month.

  • Costs Free–£20/mo
  • Worth £33/mo
  • Pays for itself in about two weeks
  • Easy to set up

Payroll Bureaus

Payslip query reply templates for payroll bureaus

Draft reusable replies to common payslip questions with ChatGPT, Claude or Gemini, with no personal data. Free to about £20 a month.

  • Costs Free–£20/mo
  • Worth £80/mo
  • Pays for itself in about a week
  • Easy to set up

Employee and client self-service for payroll bureaus

BrightPay Connect lets employees see payslips and request leave, and clients check reports. About £81 a month for 250 employees, plus your BrightPay licence.

  • Costs £81/mo
  • Worth £120/mo
  • Pays for itself within the month
  • Some setup needed

Tax Advisers

Plain-English tax explainer letters for tax advisers

Build reusable letters explaining payments on account, tax bills and record keeping with ChatGPT, Claude or Gemini. Free to about £20 a month.

  • Costs Free–£20/mo
  • Worth £200/mo
  • Pays for itself in a few days
  • Easy to set up

Tax return approvals signed online with TaxCalc eSign

Send tax returns for online signing with reminders and an audit trail. 250 envelopes £245; needs TaxCalc return software, priced separately.

  • Costs £20/mo
  • Worth £70/mo
  • Pays for itself in about two weeks
  • Some setup needed