AI consultancy & process automation for accountancy firms
Practical AI and automation built around the way your practice already works. We find the repetitive jobs eating into your team's week, then build the systems that take them off their plate.
What we do
Strategic consultancy, technical build and ongoing support under one roof, so you're never left holding a system nobody understands.
01 Consultancy
We review the way your practice operates, identifying opportunities to save time, reduce repetitive work and improve efficiency.
That means analysing your workflows, reviewing the software you already pay for and recommending practical applications of AI and automation, ranked by the difference they'll make.
Includes
02 Automation
We design and implement bespoke automation that works with your firm's existing systems.
No rip-and-replace. We build around the tools your team already knows, and test everything properly before it goes anywhere near a client.
Potential applications
03 Support
Our service doesn't end when an automation goes live.
We monitor, troubleshoot, maintain and improve your systems as your needs evolve, and keep spotting new opportunities to automate as your practice grows. Think of us as your long-term technology partner, not just a software provider.
Includes
In practice
Every practice is different, but the same jobs keep eating into the week. Here's what a few of them look like once the busywork is handled for you.
The manual way
Chasing ID documents by email, re-keying the same details into three systems and sending engagement letters by hand.
● With automation
A consistent, professional start for every new client.
The manual way
Receipts, statements and letters arriving by email, post and portal, then sorted, renamed and filed by hand.
● With automation
Less sorting, and nothing lost in an inbox.
The manual way
Reminder emails written one at a time, follow-ups forgotten, and nobody quite sure who chased whom.
● With automation
Clients chased consistently, without the awkward inbox archaeology.
The manual way
Deadlines tracked in spreadsheets, recurring jobs set up by hand each period and bottlenecks spotted too late.
● With automation
A clear view of what's due, who's on it and what's stuck.
The manual way
Hours every month copying numbers between systems to rebuild the same reports and management packs.
● With automation
Reports that build themselves, ready for your expert eye.
The manual way
Staff interrupting colleagues to find a procedure, a template or the status of a client job.
● With automation
Answers in seconds, with a person always in control.
How we work
A simple, collaborative process that starts with understanding your practice, not with selling you software.
Step 1
We learn how your practice operates, review existing processes and identify opportunities where automation can make a meaningful difference.
Step 2
We design and implement practical solutions that integrate with the tools your team already uses.
Step 3
We maintain, monitor and continually improve your automations as your practice grows.
Case studies
We've designed and developed digital systems for specialist accountancy firms. Here are two of them.
Case study 01
Specialist tax services and digital client workflows
Visit marineaccounts.com (opens in a new tab)Marine Accounts provides specialist international tax and residency services to yacht crew and seafarers. The business has developed an extensive digital service offering, including tax residency assessments, Seafarers' Earnings Deduction eligibility testing, fully digital tax return services, sales reporting and management, and a custom CRM that lets clients and staff manage documents and data in one central platform.
Marine Accounts shows how specialist accountancy services can be supported by intelligent digital workflows. Online assessments, structured questionnaires and client-facing tools help clients navigate complex tax matters while reducing unnecessary administrative work for the team.
Systems like these create opportunities for automated information collection, document management, service-specific client journeys and more efficient internal workflows.
The client journey
Digital workflows
Case study 02
Digital onboarding and tailored accounting services
Visit oneandonlyaccounts.com (opens in a new tab)One & Only Accounts is a specialist accountancy business providing tax and accounting services to content creators, influencers and digital entrepreneurs. Its service offering includes an online tax check, tax consultations, tax returns and company services.
One & Only Accounts shows how digital processes can help accountancy firms serve a specialist client base with more efficient onboarding and service delivery.
By guiding prospective clients through online tax assessments, service selection and structured information collection, practices can reduce manual enquiries and create a smoother journey from first contact through to ongoing accountancy services.
The client journey
Digital workflows
Why Nimbleworks?
At Nimbleworks, we believe accountants should spend more time advising clients and less time managing repetitive administration.
We combine hands-on experience of accountancy operations with intelligent automation to help practices work more efficiently. We don't believe in replacing the people who make a business successful. We believe in giving them better tools.
From the first process review through to implementation and ongoing support, we make technology work for your practice.
Deadlines, engagement letters, missing records, busy season. We start from how accountancy actually works, not from the technology.
We recommend AI where it earns its keep, and simpler automation where that's the better answer. No buzzwords, no science projects.
Systems need looking after. We monitor, maintain and improve what we build, and we're on hand whenever your team needs us.
Free consultation
Choose a time that suits you. We'll discuss your existing processes and where AI could make a difference.
What we'll cover
Monday to Friday · UK time
Select a date
30 minutes ·
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FAQs
The things practice owners ask us most. If yours isn't here, bring it along to your consultation.
Book a free consultationNo. We don't believe in replacing the people who make your practice successful. Automation takes on the repetitive, rules-based work (chasing, sorting, re-keying) so your team has more time for the judgement, advice and client relationships that only people can provide.
In most cases we can work alongside the tools you already use, and that's always where we start. Every setup is different, so we review your software during the discovery stage and tell you honestly what's possible before anything is built.
Not at all. We handle the technical side, explain everything in plain English and train your team on anything new. If you can describe how a job gets done today, that's all we need.
Client confidentiality is central to everything we design. We look at how data is stored and shared as part of every project, keep access to the minimum needed and build with your professional and data protection obligations in mind. We're happy to talk through the specifics for your practice.
It depends on the processes involved and how your systems are set up. After your free consultation and a discovery review, we'll set out the options and costs clearly before any work begins, so there are no surprises.
Absolutely, and it's often the best way to begin. Starting with one well-chosen process lets your team see the benefit quickly, and gives us a solid foundation to build on when you're ready to do more.