Cut client onboarding from days to hours.
Accountancy AI
Every new client costs your team hours before they generate a penny. Document chasing, identity checks, engagement letters, CRM setup - AI handles the process so your team handles the relationship.
The problem
Client onboarding automation for accountants - why it matters
Quick answer
Client onboarding automation for accountants in the UK cuts the time between signing a new client and having them fully set up in your systems - from several hours or days to under one hour. AI handles document collection, AML checks, Companies House lookups, engagement letter generation, and practice management system population.
In most accountancy practices, taking on a new client is a multi-step process spread across several staff members and several days. Documents get chased. Information gets re-entered. Engagement letters sit unsigned. The client experience is poor and the internal cost is high.
AI onboarding automation compresses this to a guided, largely self-service process. The client provides information once. AI validates it, cross-references it, generates the documentation, and populates your systems. Your team reviews and approves - but doesn't do the work.
What AI handles
The onboarding steps AI can take off your plate
Document collection and chasing
Automated requests, reminders, and confirmations for ID documents, company information, and prior-year records - without anyone in your team chasing manually.
AML and identity verification
Automated ID checks and Companies House lookups, with flagged exceptions presented to your compliance lead for sign-off.
Engagement letter generation
Personalised engagement letters generated from the client data collected, ready for electronic signature with no manual drafting.
Practice management population
New client records created automatically across your CRM, practice management system, and billing platform from a single data source.
How we help
Working with Reformat Labs
We design and build onboarding automation that integrates with the tools UK accountancy practices already use.
Run an AI workshop for your accountancy practice
Map your onboarding process in half a day and identify exactly where AI saves the most time.
Deploy a client onboarding AI agent
An AI agent that collects, verifies, and processes new client information - reducing manual effort from days to hours.
Get strategic AI consultancy for your practice
Broader advisory support for practices planning AI transformation beyond a single workflow.
See our full approach to AI for finance and accountancy practices.
Common questions
Questions about onboarding automation
Get in touch