Today at Kingsbridge Accountants
Around thirty agents across six departments, each doing one job, working inside the practice management system and email you already use. This is what one ordinary day looks like.
Good evening. Two stalled proposals signed today, one scope question with a partner, and £2,180 of overdue fees paid.
- Mr Patel and Ms Okoro signed their proposals from this morning's follow-ups: £5,640 a year in fees.
- Ms Clarke asked whether her proposal covers her rental income. That needs a partner, who has the whole conversation and a call booked.
- Three calls with partners were booked by the agents for Thursday.
- £2,180 of overdue fees was paid after today's reminders, and 17 clients uploaded their records. All agents healthy.
Today so far
Every action the agents took, in order.
- 08:15Growth and billing
Proposals that went quiet
Overnight the agent read your practice management system for fee proposals that were sent and never answered. Nine prospective clients, from a sole trader to a limited company with payroll, each get a short follow-up in your wording.
By lunchtime three have replied and two have signed: £5,640 a year in fees. - 09:00Records, deadlines and workflow
Records chase before the deadline
Clients whose year-end records are still missing six weeks before their filing deadline get a reminder listing exactly what is outstanding.
41 clients chased; 17 uploaded their records by the end of the day. - 10:30Onboarding and engagement
A new client signs
The engagement letter is drafted from your template and sent for signature, and identity and anti-money-laundering documents are requested.
Signed by 15:10; the ID documents are waiting for a partner to approve. - 11:40Client service, credit and admin
A client asks when their tax is due
A client asks when their self assessment payment is due. The agent answers from your approved answers and the dates in their record. It gives no tax advice.
Answered in two minutes; anything beyond the dates goes to their manager. - 13:15Growth and billing
Work outside the engagement letter
A client asks for help registering for VAT, which is not in their engagement letter. The agent flags it as extra work for a person to price.
Priced by a partner at £350 and approved by the client.
Six departments
Each one a team of agents with one job each.
Connected to
Nothing you use is replaced.
The 08:15 follow-up, and the reply
Sent by the agent in your firm's name and your wording. Example data.
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The whole day
From the first follow-ups at quarter past eight to the maintenance sweep in the evening.
Activity
- 08:15Growth and billing
Proposals that went quiet
Overnight the agent read your practice management system for fee proposals that were sent and never answered. Nine prospective clients, from a sole trader to a limited company with payroll, each get a short follow-up in your wording.
By lunchtime three have replied and two have signed: £5,640 a year in fees. - 09:00Records, deadlines and workflow
Records chase before the deadline
Clients whose year-end records are still missing six weeks before their filing deadline get a reminder listing exactly what is outstanding.
41 clients chased; 17 uploaded their records by the end of the day. - 10:30Onboarding and engagement
A new client signs
The engagement letter is drafted from your template and sent for signature, and identity and anti-money-laundering documents are requested.
Signed by 15:10; the ID documents are waiting for a partner to approve. - 11:40Client service, credit and admin
A client asks when their tax is due
A client asks when their self assessment payment is due. The agent answers from your approved answers and the dates in their record. It gives no tax advice.
Answered in two minutes; anything beyond the dates goes to their manager. - 13:15Growth and billing
Work outside the engagement letter
A client asks for help registering for VAT, which is not in their engagement letter. The agent flags it as extra work for a person to price.
Priced by a partner at £350 and approved by the client. - 14:30Client service, credit and admin
Overdue fees
Invoices more than 30 days overdue are chased on the terms you agreed, politely and in your wording.
6 reminders sent; £2,180 paid by the end of the day. - 16:00Records, deadlines and workflow
Jobs that stalled
Jobs with no movement for ten days are raised with the manager responsible, with what is holding them up.
4 jobs moved back into progress. - 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the managing director.
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The 08:15 follow-up, and the reply
The agents write in your practice's name and your own wording, and every message is in the log.
Thread
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Growth and billing
Captures and qualifies new enquiries, books calls with a partner, prepares proposals and fee quotes from your own pricing, follows up proposals that went quiet, and tracks unbilled work.
Today in this department
- 08:15Growth and billing
Proposals that went quiet
Overnight the agent read your practice management system for fee proposals that were sent and never answered. Nine prospective clients, from a sole trader to a limited company with payroll, each get a short follow-up in your wording.
By lunchtime three have replied and two have signed: £5,640 a year in fees. - 13:15Growth and billing
Work outside the engagement letter
A client asks for help registering for VAT, which is not in their engagement letter. The agent flags it as extra work for a person to price.
Priced by a partner at £350 and approved by the client.
Agents
5 in this department.
- Enquiry captureRunning
- Proposal follow-upRunning
- Fee quotesRunning
- Out-of-scope workRunning
- Revenue trackingRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give tax or accounting advice
- Quote a fee that is not on your price list
- Approve an identity or anti-money-laundering check
- Submit anything to HMRC or Companies House
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Onboarding and engagement
Drafts engagement letters from your templates, collects identity and anti-money-laundering documents for a person to approve, and keeps the authority to act current.
Today in this department
- 10:30Onboarding and engagement
A new client signs
The engagement letter is drafted from your template and sent for signature, and identity and anti-money-laundering documents are requested.
Signed by 15:10; the ID documents are waiting for a partner to approve.
Agents
4 in this department.
- Engagement lettersRunning
- ID and AML collectionRunning
- Authority to actRunning
- Client set-upRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give tax or accounting advice
- Quote a fee that is not on your price list
- Approve an identity or anti-money-laundering check
- Submit anything to HMRC or Companies House
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Records, deadlines and workflow
Keeps every client's deadline calendar, chases records and information before each deadline, and keeps every job moving in your practice management system.
Today in this department
- 09:00Records, deadlines and workflow
Records chase before the deadline
Clients whose year-end records are still missing six weeks before their filing deadline get a reminder listing exactly what is outstanding.
41 clients chased; 17 uploaded their records by the end of the day. - 16:00Records, deadlines and workflow
Jobs that stalled
Jobs with no movement for ten days are raised with the manager responsible, with what is holding them up.
4 jobs moved back into progress.
Agents
4 in this department.
- Deadline calendarRunning
- Records chaseRunning
- Job progressRunning
- Bookkeeping checksRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give tax or accounting advice
- Quote a fee that is not on your price list
- Approve an identity or anti-money-laundering check
- Submit anything to HMRC or Companies House
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Client service, credit and admin
Answers common questions from your approved answers, chases fees on agreed terms, routes messages, and produces your reports and dashboard.
Today in this department
- 11:40Client service, credit and admin
A client asks when their tax is due
A client asks when their self assessment payment is due. The agent answers from your approved answers and the dates in their record. It gives no tax advice.
Answered in two minutes; anything beyond the dates goes to their manager. - 14:30Client service, credit and admin
Overdue fees
Invoices more than 30 days overdue are chased on the terms you agreed, politely and in your wording.
6 reminders sent; £2,180 paid by the end of the day.
Agents
5 in this department.
- Frequently asked questionsRunning
- Fee chasingRunning
- Enquiry routingRunning
- ReportingRunning
- Owner dashboardRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give tax or accounting advice
- Quote a fee that is not on your price list
- Approve an identity or anti-money-laundering check
- Submit anything to HMRC or Companies House
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Maintenance
Checks every agent and every connection every day, and tells us before you notice anything.
Today in this department
- 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the managing director.
Agents
4 in this department.
- Integration healthRunning
- Workflow checkRunning
- Dashboard accuracyRunning
- Daily status reportRunning
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Security
Limits each agent to the data it needs, rotates credentials and logs every action it takes.
Today in this department
Nothing needed this department's attention today. It keeps running in the background, and every action it takes is logged.
Agents
4 in this department.
- Access controlRunning
- Credential rotationRunning
- Audit logRunning
- Unusual activity alertRunning
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
One stalled proposal, from forgotten to signed
Press play to watch one stalled proposal go from forgotten to signed, the way the system does it every morning: what it reads, what it sends, where it books, and what you see. Example data.
Practice management system
| Prospective client | Mr Patel, Patel Logistics Ltd |
| Proposal | Accounts, tax and payroll |
| Sent | 14 May, £200 a month |
| Replies since | None |
| Booked since | Nothing |
Messages
Nothing sent yet.
Diary · Thursday · Sarah, partner
Your dashboard
- 02:00 · The agent reads your practice management system for proposals sent and never answered. Mr Patel's went in May and nobody has heard from him since.
- 08:15 · It writes to him in your firm's name and your wording, with two times Sarah is actually free.
- 10:05 · Mr Patel replies: yes, and Thursday at 15:30.
- 10:05 · It checks Sarah's diary. Thursday 15:30 is still free.
- 10:06 · It books the call and drafts the engagement letter from your template for Sarah to check.
- 10:06 · It confirms with Mr Patel.
- 10:06 · Your dashboard updates: £2,400 a year in fee income recovered, logged against his proposal so you can check it.
Every proposal, one board
Each card is a fee proposal that was sent and went quiet, followed up by the system. Click any card to see exactly what was sent, what came back, and what happened next.
This morning's follow-ups
Followed up, waiting 6 · £5,850+
Handed to a partner 1 · £900
Signed 2 · £5,640
Thursday's diary
Straight from your calendar. The green meetings were booked by the agents; click one to see how it got there.
Thursday
Runs itself, under your rules
Every automation agreed with you on the consultation, written as what starts it and what it does. Each one can be paused with a click, and every run is in the log.
Switched on
- WHENA proposal has had no reply for 14 days→ITFollow up in your wording→THENBook a call with a partner when they reply64 runs this month · every one in the log
- WHENA deadline is six weeks away and records are missing→ITSend the list of exactly what is outstanding→THENChase again at four and two weeks412 runs this month · every one in the log
- WHENA new client accepts→ITDraft the engagement letter from your template→THENRequest ID and anti-money-laundering documents for a person to approve12 runs this month · every one in the log
- WHENA client asks for work outside their engagement letter→ITFlag it as extra work→THENQueue it for a partner to price9 runs this month · every one in the log
- WHENAn invoice is 30 days overdue→ITSend a reminder on your agreed terms48 runs this month · every one in the log
- WHENA job has not moved for ten days→ITRaise it with the manager responsible22 runs this month · every one in the log
- WHENA client asks a common question→ITAnswer from your approved answers→THENSend anything else to their manager130 runs this month · every one in the log
- WHENEvery evening→ITCheck every agent and every connection→THENSend the managing director the daily report30 runs this month · every one in the log
Mr Patel · Patel Logistics Ltd
Accounts, corporation tax and payroll · £2,400
Every step the agents took, in order. Example data.
- Found in the practice management system FoundProposal sent on 14 May at £200 a month. No reply, and no contact from the team since 21 May.
- Follow-up sent by email, in your wording SentHi Mr Patel, We sent over our proposal for your limited company's accounts, corporation tax and payroll in May (£200 a month). I just wanted to check whether you would like to go ahead, or if you had any questions about it. If it helps, Sarah could have a quick call with you on Tuesday at 10:00 or Thursday at 15:30. Kind regards, Kingsbridge Accountants
- Mr Patel replied ReplySorry, I meant to get back to you. Yes, let's go ahead. Thursday at 15:30 is fine for a call.
- Checked the diary CheckedThursday 15:30 with Sarah is still free.
- Call booked and the engagement letter drafted BookedThursday 15:30 with Sarah. Engagement letter drafted from your template for Sarah to check before it goes.
- Confirmation sent SentThank you. You're booked in with Sarah on Thursday at 15:30, and we'll send the engagement letter over beforehand for you to read. Kind regards, Kingsbridge Accountants
- Dashboard updated UpdatedProposal marked won: £2,400 a year added to fee income recovered, logged against the proposal.
Ms Okoro · Okoro Design Ltd
Annual accounts and VAT returns · £3,240
Every step the agents took, in order. Example data.
- Found in the practice management system FoundProposal sent in June at £270 a month. No reply since.
- Follow-up sent by email SentA short note asking whether she would like to go ahead.
- Ms Okoro replied ReplyYes please, can we start from this quarter's VAT?
- Proposal accepted; engagement letter drafted BookedDrafted from your template with this quarter's VAT as the start, for James to check and send.
Ms Clarke
Self assessment with rental income · £900
Every step the agents took, in order. Example data.
- Found in the practice management system FoundSelf assessment proposal sent in July at £75 a month. No reply.
- Follow-up sent by email SentA short note asking whether she would like to go ahead.
- Ms Clarke replied ReplyDoes this include my two rental properties?
- Handed to James, with no answer given Your teamScope and price are for a partner. James has the conversation, and a call is booked for Thursday at 14:00.
Mr Hughes · Hughes Plumbing Ltd
Accounts and payroll · £1,800
Every step the agents took, in order. Example data.
- Found in the practice management system FoundProposal sent in June. No reply.
- Follow-up sent by email SentNo reply yet. If none comes, one more note goes in a week, then it stops.
Bright Ideas Marketing Ltd
Bookkeeping, accounts and VAT · £3,600
Every step the agents took, in order. Example data.
- Found in the practice management system FoundProposal sent in April. No reply.
- Follow-up sent by email SentNo reply yet.
Mr Singh
Self assessment · £450
Every step the agents took, in order. Example data.
- Found in the practice management system FoundProposal sent in August. No reply.
- Follow-up sent by email SentNo reply yet.
A demonstration by Meridian AI Systems, the trading name of Blake Fining. Example data throughout.