An AI-powered platform designed for busy accountants. It streamlines admin, reduces stress, and gives back valuable time.
Accountants didn't choose this profession to chase documents, rewrite emails, or live inside spreadsheets.
Every firm we spoke to told the same story:
“The work we love, like advising, analysing, and helping clients grow, gets buried under tasks that drain time, energy, and joy.”
And we kept asking ourselves:
If accountants are the backbone of small businesses, why does their own workflow feel so heavy?
At automatebooks, our belief has always been simple:
Helping others leads to more time, more clarity, and more impact. It is a core value that runs through all our work.
So we built something new. Something purposefully designed for accountants, not technologists.
Not another system to learn
Not another subscription to justify
Just a smarter, calmer way to run your practice
Jumping between Xero, QuickBooks, Sage, Dext and endless folders creates unnecessary risk and eats hours.
Chasing clients, copying data, and checking deadlines is work that grows faster than your team can keep up.
Complex interfaces and steep learning curves slow everyone down, not lift them up.
Your practice deserves better.
Your people deserve better.
Your clients deserve better.
Documents, deadlines, transactions, notes: no chaos, no hunting, no guessing.
It is not automation that replaces you. It is intelligent support that drafts, checks completeness, highlights what's missing, and keeps you ahead of deadlines.
You make the decisions. The platform simply clears the path.
This is the workflow layer accounting has been missing.
Securely link Xero, QuickBooks, Sage, or Dext, or simply upload documents. No technical setup is required.
Receive drafted reports, prepared reminders, clear insights, and suggested next steps. Everything goes out only with your approval before it is sent or posted.
Building the right platform with accountants, not just for accountants, is fundamental to our mission.
We want to learn from real practices.
We want your feedback, your frustrations, your wishlist.
And in return, early-access firms get:
Free use of the platform during beta
Founder-level pricing locked in for life
Direct influence on what we build next
This partnership is about more than software.
It's about giving back time, something every accountant deserves more of.
No credit card. No commitment. Just better days at work.
Absolutely. Your data never trains any AI model. We use bank-level encryption, role-based access, audits, and UK/EU data centres. You can control which (if any) external AI vendors are allowed, and all sensitive actions require human approval.
Currently: Xero, QuickBooks Online, Sage Business Cloud, Dext/AutoEntry via email ingestion. Tell us what you need and we will prioritise integrations based on early-access firms.
Early access is free. Final pricing will be shaped with early users and locked for life for founding firms.
No. Automate Books sits on top of your existing systems. No switching necessary.
Sign up for early access. Our team will guide you through setup, and most practices are live in under 20 minutes.