AI for Legal & Finance
AI for Accountants
Tax season, year-end, and quarterly VAT runs eat months of fee-earning time. We design custom AI agents that automate the data entry, document chasing, and routine client queries that drown accounting practices, freeing your team to focus on advisory work that actually grows the firm.
Where accountants & bookkeepers
lose time and money
Manual data entry from receipts and bank feeds
Junior staff spend half their week keying invoices, expense claims, and bank transactions into Xero, QuickBooks, or Sage. Each entry is a chance for a typo, a misclassification, or a missed VAT category. Multiply that across 100+ clients and the firm carries a constant low-grade error budget that partners eventually have to fix at a much higher hourly cost.
Client document chasing during tax season
Self-assessment deadlines turn into six weeks of email reminders, phone calls, and 'just checking in' WhatsApps. Documents arrive in twelve different formats, half of them photos of receipts taken at a bad angle. Your team becomes a logistics function instead of an advisory one, and the partners take the late-night work home.
Routine client queries swallow billable hours
Clients ask the same questions about VAT thresholds, MTD deadlines, dividend tax, and payment-on-account dates throughout the year. Each query takes five to fifteen minutes by the time you context-switch, find the file, write a clear answer, and log the time. Most of those queries don't get billed.
MTD and Companies House compliance overhead
Making Tax Digital, FRS 105/102 reporting, confirmation statements, and PAYE submissions all need accurate data on tight deadlines. Every regulatory cycle creates a wave of admin that doesn't add value to clients but absolutely has to happen on time, every time.
How Klevere AI
transforms your business
Automated data extraction and categorisation
AI agents read receipts, invoices, bank statements, and supplier feeds, extract every line item, classify against the chart of accounts you already use, and post directly into Xero, QuickBooks, or Sage. Over 95% accuracy on standard documents. Everything is flagged for human review before posting, so the audit trail stays clean.
Smart document collection workflows
Tell the AI which clients owe what for tax season. It runs polite, persistent multi-channel follow-ups via email, SMS, and WhatsApp, accepts uploads in any format, OCRs them, and chases anything missing. You see a live dashboard of who has filed and who hasn't. No more spreadsheet of who replied last Tuesday.
AI client query handling
An AI assistant trained on current tax rules and your firm's templates answers routine client questions instantly via email or chat. Deadline reminders, dividend allowances, payment-on-account amounts, MTD eligibility, dividend versus salary trade-offs - handled. Anything outside the AI's confidence threshold escalates to a partner with full context.
Automated management accounts and reports
Monthly management accounts, cash flow forecasts, and personalised client summaries generated automatically from the underlying ledger data. AI writes the narrative, flags anomalies, and produces the PDF in your firm's branded template. What used to take a senior an afternoon now takes a coffee.
Compliance and submission preparation
MTD ITSA, VAT returns, PAYE RTI, CT600 corporate tax returns, and Companies House confirmation statements all get pre-populated from the cleaned ledger data. Your team reviews, makes any judgement calls, and submits. Compliance becomes a quality-control activity instead of a data-entry one.
How we get you set up.
In 4 simple steps.
What accountants & bookkeepers see
after 90 days
Tax season used to mean 70-hour weeks chasing documents and re-keying receipts. Now AI handles the collection and data entry across 180 clients, and I actually have time to advise properly. We've grown fees per client by 22% in a year without adding headcount.
Common questions
from accountants & bookkeepers
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