Here's what we'd build for a bookkeeping / accountancy firm.

Industry context

Money channel

website enquiry forms and phone

Avg ticket

£150–£1,500/month retainer

Recovered revenue / mo

£1,500

conservative · per the first automation

Three things we'd build first

• 01

  Form → enrichment → CRM pipeline

  Every new lead arrives with the company info, role and intent already filled in.

  Recovered

  £1,950/mo

  Time

  4hrs/wk

  individual timeline

• 02

  Instant web-enquiry replies

  Every form submission gets a tailored reply in under a minute.

  Recovered

  £1,650/mo

  Time

  5hrs/wk

  individual timeline

• 03

  Invoice & receipt OCR

  Supplier invoices land in your accounting system, already coded.

  Recovered

  £1,500/mo

  Time

  8hrs/wk

  individual timeline

The numbers for bookkeeping / accountancy firm

Also worth considering

• Review collector

  After every appointment, a polite SMS asks happy customers to leave a Google review.

• Reactivation

  Brings back customers you haven't seen in a year — automatically.

• Quote follow-up

  Estimates don't go cold — they get a polite, persistent follow-up sequence.

• Custom reporting dashboard

  Live numbers from every tool you use, in one page you actually open.

• Internal admin portal

  An internal tool so your team stops living in spreadsheets.

• Inventory & price sync

  Stock, prices and orders kept in sync across every channel.

• Custom workflows (Zapier replacement)

  Your tools talking to each other — without paying Zapier per task.

• Cold outreach agent

  An agent that finds and writes to leads while you sleep.