The work around the practice, onboarding clients, chasing records, drafting the same emails and writing up where every job stands, repeats every week. A Sprint can automate an agreed part of that work, with the checks and approvals your practice sets.
Practice automation drafts client onboarding packs, chases outstanding records, and writes up a weekly workflow summary from the tools a practice already uses, such as Xero or QuickBooks. Client due diligence under the Money Laundering Regulations 2017 still has to be carried out and signed off by a person, so the automation drafts and chases the paperwork without touching the actual checks.
The onboarding and chasing workflow is built around a practice's real AML and engagement obligations, drafting the paperwork trail rather than replacing the due-diligence decision that has to stay with a person.
If your team repeats any of these more than twice a week, it’s usually a job AI can take off their plate.
| The task today | With Neura North |
|---|---|
| A new client means a manual engagement letter, ID request and AML check | An onboarding pack is drafted for your team to review and send |
| You chase the same clients for records before every single deadline | Record requests and chasers are drafted on an agreed schedule for your team to review and send |
| You retype the same emails and reminders all day | Routine emails and reminders are drafted for you, ready to send |
| Friday goes on working out where every job actually stands | The weekly workflow summary writes itself and lands in your inbox |
| Client details get keyed into three systems by hand | Details flow from onboarding into Xero, QuickBooks and your practice tools |
Illustrative, to show the shape of the change. Not a specific client result.
A new client signs up and their onboarding pack, engagement letter and ID/AML request are drafted automatically, you review and send.
Requests and chasers for outstanding records, receipts and statements are drafted on an agreed schedule for your team to review and send.
We connect your inbox (Gmail or Outlook), sort it by urgency and draft routine client replies in your tone, you just approve and send.
Where every job stands, pulled from Xero, QuickBooks and your practice manager and written up as a plain-English summary delivered to you each week.
Indicative only. The AI Opportunity Audit gives you the real numbers across your whole business. See how we calculate this.
Neura North automates the admin around your practice, client onboarding, chasing records, drafting emails and writing up summaries. It does not do the accounting or give regulated financial or tax advice, and every client-facing output is reviewed by a person before it goes out. The judgement stays with you and your team.
The AI Opportunity Audit checks your exact software, supported connections and permissions, including Xero or QuickBooks where relevant. Any additional licences or third-party costs are identified before the build scope is agreed.
Client-facing letters, chasers and replies are queued for a person to review and send. The approval steps, schedule and pause conditions are agreed with your practice before the build goes live.
The automation supports your existing processes rather than replacing your professional judgement. ID and AML requests are drafted and chased for you, but the checks, sign-off and record-keeping stay with your team, in line with your ICAEW or ACCA obligations. Neura North handles the operational admin, not the regulated work.
Your client data stays inside your own accounts wherever possible, on business-grade tools, configured so your private information is not used to train public AI models. The AI Opportunity Audit maps exactly where your data sits and how each automation handles it.
Neura North builds inside the tools you already use and hands everything over working, tested on your real examples, with a plain-English walkthrough. You own what we build, you use it, you don’t maintain it, and no technical knowledge is needed.
No. Neura North is a Leeds-based AI automation company and works with accountants and bookkeepers across the UK. Builds run remotely on the tools your practice already uses, with the same fixed pricing everywhere.
The judgement is yours. The chasing never had to be.
Tell us where your week goes to onboarding, chasing and email and we’ll show you what AI can safely take off your team’s plate. No pressure, no jargon, and we’ll tell you honestly what’s worth automating and what isn’t.
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Hello. Ask me anything about what AI could take off your plate, what it costs, or how the AI Opportunity Audit works.
AI assistant, so check anything important with Daniel: 07766 404343
