Stop chasing receipts. Start advising.
Onboarding agents that gather everything you need on day one. Document-chasers that follow up so you don't have to. Advisory triage that surfaces who to call. Built without code.
An AI agent for accountants handles the constant low-leverage work — client onboarding, document chasing, year-end checklists, advisory triage — so practitioners can spend more time advising and less time chasing. Squidgy is built for non-technical accounting practitioners.
Six agents to start with.
Onboarding agent
Walks new clients through your intake checklist conversationally, gathers tax IDs, prior returns, accounts.
£99 per client
Document chaser
Follows up with clients for missing documents weekly. Persistent, polite, in your firm's voice.
£29/mo per client
Year-end prep agent
Pre-emptively gathers everything for year-end before the rush. Saves 10x time at the deadline.
£199 per client per year
Advisory triage
Reviews client books, surfaces who needs an advisory call this quarter and why.
£99/mo per practice
Bookkeeping reconciliation agent
Reviews monthly transactions, flags anomalies, queries clients about uncertain entries.
£49/mo per client
Tax-deadline reminder
Personalised tax deadline reminders to clients with the documents they need to gather.
£19/mo per client
The document-chaser agent.
A 4-person accounting practice spends ~6 hours/week chasing missing documents from 80 clients. Launches a document-chaser agent that follows up via email and SMS in the firm's tone, escalates to a partner when persistent non-response.
Pricing: bundled into client engagement fees as £29/mo per client. 80 × £29 = £2.3K/mo recurring, recouping ~5 hours/week of partner time. Practice uses freed time to onboard 10 more clients (£250 ARPU) = £2.5K/mo additional.
Lists the document-chaser as a standalone agent in the Squidgy marketplace. 9 other practices subscribe at £499/mo (white-label). £4.5K/mo additional recurring with no ongoing client work.
Common questions.
Will clients respond to AI follow-ups the same as a human?+
Mostly yes — open and response rates typically match or exceed human follow-ups, because the agent is more consistent and persistent. The trick is giving it the firm's tone (polite, professional, but persistent) and letting it escalate stuck cases to a partner.
Can the agent handle complex tax queries?+
Out of scope by default. Agents handle process and document queries; substantive tax advice escalates to a partner. You stay in the loop for anything requiring judgement.
What about client data privacy?+
Client financial data is isolated to your firm's tenant. Models do not train on it. Audit logs available. Squidgy supports DPAs for firms requiring formal data agreements.
How does this integrate with Xero/QuickBooks/Sage?+
Squidgy supports the major accounting platforms via API. Agent reads ledger data and writes follow-up logs. For desktop or older systems, we support file-based integration and webhooks.
How long does the agent take to learn our firm's tone?+
1–2 weeks of edits. Initial setup uses a sample of your client emails and the agent calibrates from there. After a few real follow-ups you usually have it dialled in.
Can I run this for just my own practice or only as a productized agent?+
Either. Most practitioners start internal-only — using the agent for their own clients — then list a generalised version in the marketplace once it's mature.
Related verticals, comparisons & guides.
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Compare Squidgy
Squidgy vs OpenClaw
OpenClaw is a developer toolkit. Squidgy is the AI agent builder, hosting platform, and marketplace bundled into one — built for the people who bounced off OpenClaw's install path.
Squidgy vs Relevance AI
Relevance AI is a strong agent builder for internal ops. Squidgy is the platform for productizing your expertise as an agent, listing it in a marketplace, and earning when other people use it.
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