Step one
Free discovery call
Tell us which client chase eats the most time. We’ll say honestly whether automation will help, and what it would involve.
Free · 20 minutes
Book a callWorkflow automation for accountants and bookkeepers
Stop chasing clients. Get the work in on time.
We automate the admin around your client work: collecting documents, onboarding, deadline and MTD reminders, receipts and fee chasing. It runs inside your own Google or Microsoft account, and nothing reaches a client without your approval.
50% off setupYour accounts, your dataYou approve what’s sent
Ways to start
Simple ways to get started
A clear price from the first conversation, with launch discounts for our first practices.
One standard setup fee
Setup at half price
Every plan has the same setup fee. It covers mapping your services, building your workflows, testing them on dummy clients and training your team.
£295 · was £590
See what’s includedLimited places
Founding practice price lock
Our first practices get their monthly price fixed for 12 months, in return for honest feedback and a testimonial.
Fixed · for 12 months
See pricesWhat we automate
The admin around every client, handled
Document collectionRecords chased, checked and filedClient onboardingForms, ID and engagement lettersDeadline remindersVAT, Self Assessment, Companies HouseMTD quarterly updatesRecords in every quarterReceipts into XeroRead by AI, posted as draftsBookkeeping queriesUnexplained items answered by clientsFee chasingYour own invoices paid on timeClient inbox sortingEmails filed and replies drafted
For sole practitioners, small practices and bookkeepers across West Yorkshire and the UK. Built around Google Workspace or Microsoft 365, Xero or QuickBooks, and email. See every workflow.
Why now
Making Tax Digital means four times the chasing
Sole traders and landlords move from one annual return to quarterly updates. Every quarter is another round of records to collect, check and chase.
| From | Qualifying income over |
|---|---|
| 6 April 2026 | £50,000 |
| 6 April 2027 | £30,000 |
| 6 April 2028 | £20,000 |
Today’s automationsExample practice
| VAT Q3Hargreaves Joinery LtdChecking upload folder | Checking |
| Self Assessment 2025/26J. PatelChecking checklist | Checking |
| Practice feesThree invoicesChecking payments | Checking |
| MTD quarterly updateMoor Café, sole traderChecking deadline | Checking |
08:30Morning run starting
Reminder drafted for J. Patel
P60 and pension statement still missing. Waiting for your approval.
Example data. Try the approve button.
Today’s automations
A morning’s admin, done before you start work
This board shows a typical morning run at a small practice. Each row is a job someone in the office used to do by hand.
DoneHandled automatically and logged.
FlaggedSomething needs a look, so it comes to you.
OverdueA date has passed and the next step is drafted.
Due soonA deadline is coming up, with time to act.
The gold box is the important part: messages to your clients wait for your approval and go out once.
Practice news
HMRC, Companies House and UK business updates
The latest official updates that affect your clients and your deadlines, straight from GOV.UK.
Headlines and links come from GOV.UK and open on GOV.UK. Contains public sector information licensed under the Open Government Licence v3.0.
Services
Workflows built for accounting and bookkeeping practices
Start with Chaseless, our ready-made document collection, then add the workflows that save your practice the most time. Each one is set up for your services, tested on dummy clients first, and looked after once it’s running.
01
Collect from clients
Get records, information and answers in, complete and on time.
Document collection
Live: ChaselessGet year-end, VAT and Self Assessment records in without chasing.
- A checklist and private upload link for each client
- AI reads each file and ticks off the right item
- Wrong periods and photos flagged for you
Client onboarding
A smooth start for every new client, with nothing missed.
- Welcome email and information form
- ID and proof of address collected for your AML checks
- Engagement letter sent for e-signature
MTD quarterly updates
Keep sole traders and landlords on track every quarter.
- Records request before each quarter ends
- Progress tracked per client
- Late clients chased before the deadline
Bookkeeping queries
Clear unexplained transactions without the email ping-pong.
- Query list sent to the client in plain English
- Answers collected in one place
- Ready for you to post
02
Run the practice
Deadlines, bills, fees and the inbox, handled every day.
Deadline reminders
Every filing date tracked, for every client.
- VAT, Self Assessment, payroll and CIS
- Companies House accounts and confirmation statements
- Reminders to clients and a weekly list for your team
Receipts and bills into Xero
Supplier bills and receipts read by AI and posted as drafts.
- Clients email or upload receipts
- Date, supplier, amount and VAT read for you
- Draft bills created in Xero or QuickBooks for review
Fee chasing
Get your own invoices paid without awkward calls.
- Polite reminders when fees are overdue
- Firmer follow-up only after your approval
- Paid invoices matched and marked off
Client inbox sorting
Spend less time sorting the shared inbox.
- Client emails sorted by client and type
- Attachments saved to the right folder
- Replies drafted for routine questions
Included with every workflow
Set up, looked after and kept compliant
Built in your own accountsGoogle Workspace or Microsoft 365, plus Xero or QuickBooks. Client data stays with you.
You approve what clients receiveReminders and replies wait for your yes, then go out once.
Monitored every dayIf a workflow fails we get an alert and fix it, usually before you notice.
UK GDPR paperwork includedA written data processing agreement, signed before any client data goes in.
Training for your teamA short walkthrough and a one-page guide for each workflow.
Small changes includedNew checklist items, templates and reminder wording. No extra invoice.
Example workflow
Chaseless, start to finish
Every workflow we build follows the same five steps. Below, our document collection runs on a dummy client so you can see what happens and where you stay in charge.
TriggerA file, an email, a form or a date arrives
CheckYour rules run: what’s expected, missing or due
AI readsDocuments and messages are read; anything unsure is flagged
You approveAnything going to a customer waits for your yes
DoneSent once, filed and logged
Demo · VAT records for a dummy client
A two-minute recording with narration. The practice, client, files and emails are all made up.
What happens in the example
- Trigger. Staff add a new client and the client uploads three files.
- Check. Each file is compared with that client’s checklist.
- AI reads. One file is right, one is the wrong quarter and one is a photo. Only the right one is filed.
- You approve. A reminder for the missing items is drafted. The accountant approves it.
- Done. It’s sent once and everything is logged.
The same pattern across your practice
Every workflow follows these five steps, so it behaves the way your team expects.
| Step | Document collection (the video) | Client onboarding | MTD quarterly update | Fee chasing |
|---|---|---|---|---|
| Trigger | Client uploads a file | New client is added | Quarter end is two weeks away | Your invoice passes its due date |
| Check | Right document, right period? | Form, ID and letter received? | Have the records come in? | Has the payment arrived? |
| AI reads | Reads the dates on the statement | Reads names and addresses from the ID | Reads the uploaded receipts and statements | Matches the bank reference |
| You approve | Reminder to the client | Engagement letter to send | Records reminder | Fee reminder |
| Done | Filed and ticked off | Client ready to start | Quarter ready to submit | Invoice marked paid |
Want to see it with your own services and checklists? Book a free call.
How we work
From first call to running smoothly
Step 1
Talk
A free 20-minute call. You tell us which client chase wastes the most time.
Step 2
Map
We map your services, checklists and deadlines, and agree exactly what is automated and what stays with you.
Step 3
Build
We build it in your own accounts and test it on dummy clients before any real client data goes in.
Step 4 · you
Go live
We switch it on with a first group of your clients and check every item closely for the first month.
Step 5
Run
We host it, monitor it and fix it. Your team gets on with the client work.
Your first month
Thirty days of close checking
We go live together on day one. For the next four weeks we check what the workflows do every day and tune the wording and checklists with you. In the last two days we review the results together: time saved, items collected and anything flagged.
How we keep you in control
Automation does the work. You make the decisions.
Your accounts, your data
Automations run inside your own Google, Microsoft or other accounts. Your data stays with you.
You approve what goes out
Anything sent to your clients can wait for your yes before it’s sent.
Flags, never guesses
When something doesn’t fit the rules, it comes to you to check instead of being processed anyway.
Kept separate from other customers
Each practice gets its own workflows, with its own database and keys.
A written data processing agreement
Signed before any personal data goes in, under UK GDPR.
Who you’ll work with
Victor Oyebade, Bradford
I’m a business analyst and AI automation specialist. I build practical workflows for accounting and bookkeeping practices, set them up in the tools you already use, and look after them so you don’t have to.
You deal with me directly, from the first call to day-to-day support.
Pricing
One flat monthly fee, any number of staff
Chaseless is priced by active clients. Add more workflows when you’re ready. One standard setup fee for every plan, now 50% off.
Starter
£149 / month
Up to 50 active clients. Document collection with checklists, AI checking, approved reminders and a morning summary.
Practice
£249 / month
Up to 150 active clients. Everything in Starter, plus one add-on workflow of your choice included.
Growth
£399+ / month
Over 150 active clients, or several offices. Everything in Practice, with pricing agreed for your size.
Standard setup feeThe same for every plan. Covers mapping your services and checklists, building and testing on dummy clients, connecting your Google or Microsoft account, and training your team.
£590 £295 one-off · 50% off
Add-on workflowsOnboarding, deadline reminders, MTD quarterly updates, bookkeeping queries, receipts into Xero, fee chasing or inbox sorting.
from £59 / month each
Founding practices
Our first practices also get their monthly price fixed for 12 months, in return for honest feedback and a testimonial.
Fees include hosting, monitoring, AI processing, fixes and small changes. Add-on workflows added later have a one-off setup of £95 each. Prices exclude VAT.
Questions
What practice owners usually ask
Does it work with Xero and QuickBooks?
Yes. Workflows can read from and write to Xero or QuickBooks, for example creating draft bills from receipts or checking whether a fee has been paid. Document collection runs in Google Drive or Microsoft OneDrive, so it works whatever accounts software you use.
Do my clients need to learn anything new?
No. Clients get an email with a private upload link. They need a browser and nothing else: no app, no portal password.
Will it email my clients on its own?
Only if you want it to. By default every reminder is drafted and waits for your approval, and each one is sent once to the email on the client record.
Is client data secure?
Client files stay in your own Google or Microsoft account. Each practice’s workflows run separately, over encrypted connections, and we sign a UK GDPR data processing agreement before any client data goes in.
Does it do our AML checks?
No. It collects the ID and proof of address for you and records what has been received. The checks and the risk assessment stay with your practice and your AML provider.
How long does it take to set up?
Document collection takes about a week. Each add-on workflow usually takes one to two weeks, depending on your services and software.
What if something goes wrong?
We monitor every workflow. If something fails we’re alerted straight away and fix it, and anything unclear is flagged to you rather than guessed.
What does the setup fee cover?
One standard fee for every plan, currently £295 instead of £590. It covers a session to map your services and checklists, building and testing your workflows on dummy clients, connecting your accounts, training your team, and close checking during your first month.
Tell us which client chase you’re tired of
Send a short email about your practice and the job you’d like to hand over. We’ll book a free 20-minute call to see if automation is a fit.
Vattery assistantAnswers questions and books calls
Your messages go to our AI assistant. If you share your name, mobile or email, we keep them only to follow up or arrange your call.