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 is a software teammate that handles the constant low-leverage work around a practice — client onboarding, document chasing, year-end prep, advisory triage — so practitioners spend more time advising and less time chasing. Accounting practices typically build six kinds: an onboarding agent that walks new clients through the intake checklist and gathers tax IDs, prior returns, and accounts; a document chaser that follows up weekly for missing paperwork in the firm's voice; a year-end prep agent that gathers everything before the deadline rush; an advisory triage agent that reviews client books and surfaces who needs a call this quarter; a bookkeeping reconciliation agent that flags anomalies and queries uncertain entries; and a tax-deadline reminder that nudges each client with the exact documents they still owe. Each one automates the parts of the practice that don't need a partner's judgement, so the parts that do get more of it. 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.
What a accountant said
“Year-end document chasing was the worst part of the job. The agent emails clients in waves, escalates the laggers, and sends a daily 'who's outstanding' summary to the team. We finished tax season two weeks earlier than last year.”
— Early-access cohort builder · UK chartered accountancy practice
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.
What's the best AI agent for an accounting practice?+
There isn't a single best one — it depends on where the hours go. If chasing paperwork is the drain, start with a document-chaser or onboarding agent; if year-end is the crunch, a year-end prep agent pays off first; if you want to move upmarket, advisory triage surfaces the clients worth a call. Generalist tools like ChatGPT can prototype any of these, but a Squidgy agent is dedicated to your practice: it works in your firm's tone, escalates anything needing judgement to a partner, isolates client financial data to your tenant, and connects to Xero, QuickBooks, and Sage — and you can list a matured version in the marketplace to earn from other practices.
Related verticals, comparisons & guides.
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Compare Squidgy
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