Spend less time on data, more on advice.
The billable work is advisory, but the week goes on processing and chasing. We put AI on the routine so your people do the work clients actually pay for.
Accountancy and bookkeeping firms bill for advice, but most of the week disappears into data entry, chasing clients for missing receipts, and drafting the same update emails over and over. Your qualified people are spending hours on work that does not require their expertise.
Fettle puts AI agents on the routine tasks so your team can spend their time on the work clients actually value, reviewing financials, spotting problems early, and giving the kind of advice that keeps clients coming back.
AI for your accountancy firm, at a glance.
Agents built around your desk.
Off-the-shelf tools where they fit, and bespoke AI agents we build, run and improve for you where they don't. Here's where we'd start.
Records Chaser Agent
Chases clients for missing paperwork and deadlines, politely and on schedule.
Document Processing Agent
Reads invoices and statements and prepares them for your ledger.
Advisory Draft Agent
Turns the numbers into a plain-English client summary for your review.
Client Inbox Agent
Drafts answers to common client questions from your knowledge base.
What changes, with examples.
A staff member manually checks who has not sent their bank statements or invoices, then writes individual reminder emails, often several times before the deadline.
The Records Chaser Agent monitors who is outstanding, sends polite, scheduled reminders on your behalf, and escalates automatically if nothing arrives, without anyone on your team lifting a finger.
Someone works through a bundle of supplier invoices and bank statements by hand, keying figures into the ledger and cross-referencing line by line.
The Document Processing Agent reads the invoices and statements, extracts the relevant figures, and prepares a structured file ready for your bookkeeper to review and post.
After running the reports in Xero or QuickBooks, a team member drafts a plain-English summary for each client, repeating the same structure with slightly different numbers each time.
The Advisory Draft Agent pulls the key figures and writes a clear, readable summary for your review, so you approve and send rather than write from scratch.
A week at a bookkeeping firm, with Fettle in place
On Monday morning, the Records Chaser Agent has already sent reminders to the clients who have not submitted their quarterly records, with no one in the office yet. By Wednesday, the Document Processing Agent has worked through the incoming invoices and prepared them for review, cutting a task that used to take most of a morning. The Advisory Draft Agent has produced first drafts of three client month-end summaries, ready for the senior bookkeeper to read through and sign off. The team's afternoon is spent on a tax planning call and a new client onboarding, which is where they actually wanted to be.
That's time freed valued at £75 an hour, plus the cost of the tools we help you cut. Your assessment works it out on your own numbers.
Our clients send documents in all sorts of formats. Can AI really handle that reliably?
+
We use Xero and have our own way of working. Will this fit around our practice?
+
What stops the AI giving a client the wrong answer if they ask something complex?
+
Two ways to start
See what AI would do for your accountancy firm.
Try the free 2-minute quick win, or get the full £99 assessment with a costed, prioritised plan.