AI Deployment and Practice Improvement for UK Accountancy Firms and Law Practices, Built by a Firm That Does It Itself
Unlock your practice’s full potential with two complementary consultancy services.
Most firm owners and partners we work with are highly capable and completely stretched. The work gets done, but it depends on you. Capacity is capped by fee-earner hours, margins are quietly eroded by inefficiency and write-offs, and every new client or matter adds as much pressure as it does revenue.
We don’t just advise, we operate. We’re an accountancy firm that has built and optimised its own practice, testing every process, system and tool on our own team, tech stack and P&L, including developing our own AI products, CleanBooks AI and LedgerLeads, to remove bottlenecks and unlock real capacity.
That gives your practice two routes to the same outcome, a firm that performs better and relies less on you. Deploy the AI tools we use every day, or rebuild the operation around them. Most practices do both.
We didn’t just adopt AI, we built it into our workflows. CleanBooks AI, LedgerLeads, and HannahAI are the systems we use daily, and the same systems we deploy inside other UK law practices.
CleanBooks AI is our AI-driven bookkeeping platform, giving accountants cleaner records and less manual work, and law firms real-time visibility over WIP and cashflow without the spreadsheet chaos.
Less rework, fewer bottelnecks, more chargeable hours.
LedgerLeads helps accountancy practices capture, qualify and convert more enquiries into clients, ensuring every call, form submission and chat is handled instantly, 24/7.
More consultations, fewer missed opportunities, more billable matters.
HannahAI helps law firms capture, qualify and convert more enquiries into clients, ensuring every call, form submission and chat is handled instantly, 24/7.
More consultations, fewer missed opportunities, more billable matters.
✅ Practitioners, Not Theorists — We use the same tools and systems we recommend, every day, in our own accountancy firm. Every recommendation is pressure-tested on our own team, clients and P&L before it reaches your practice.
✅ Real Products in Production — CleanBooks, LedgerLeads and Hannah AI run live across real accountancy and law practices every day. You’re not buying theory, you’re buying tools that have already proven their ROI in firms like yours.
✅ Compliance-Aware by Default — GDPR alignment, data residency, retention, access controls and human-in-the-loop checkpoints are baked in, not bolted on. Built for regulated practices that take client confidentiality and governance seriously.
A structured review of your processes, numbers, team and systems to identify the highest-ROI opportunities for your practice, with payback estimates for each.
We define a focused, fixed-scope plan and deploy one or two improvements into a defined slice of the firm, a single team, function or client cohort, measured against pre-agreed KPIs.
We roll out across the practice with documented playbooks, training and governance, working alongside your team without disrupting day-to-day client work.
Quarterly reviews, new use cases and continuous tuning, so the practice performs better month after month.