We've shipped enough in this sector that the brief writes itself. Recognise any?
Each one outcome-priced, fixed scope, live in weeks. Pick one - or stack several with a fractional exec running point. If your problem isn't here, we'll still scope it.
End-to-end pipeline: document ingestion, sanctions/PEP screening, verification, SAR-ready audit trail. Plugs into SmartSearch, Onfido, Veriff or Companies House direct.
Engagement letter generation, balance reconciliation, schedule prep, working paper drafting against your file structure. Integrates with CCH, IRIS Audit Pro and CaseWare.
For accountancy firms with regulated wings: SoA drafting, suitability checks, file consistency review, audit-ready evidence packs.
Pick, deploy and tune the right CRM for a fee-earning firm - we're CRM-agnostic, so the recommendation matches your shape, not our partnerships. Integrated with IRIS, CCH or Practice Engine so the client view actually matches the practice ledger.
Internal copilots fine-tuned on your firm's voice, templates and historical advice. Drafts letters, statements, year-end packs.
Ongoing cyber leadership for FCA-regulated wings, ICAEW Information Security and Cyber Essentials Plus renewal. From £1k/month.
No "rip and replace". We integrate with the practice management, AML, ID&V, ledger and document systems UK accountancy firms run as standard.
A 240-person UK accountancy firm with strong audit, advisory and corporate finance practices. AML onboarding had grown from one administrator in 2019 to a four-person team in 2025, with no improvement in turnaround time. First-pass error rate sat at 78%. Files routinely took three working days each. Two prior 'AI initiatives' from larger consultancies had both ended in slide decks and zero shipped code.
A fixed-scope, fixed-fee 6-week AI Pilot at £18k to ship one workflow: new-client AML onboarding for the corporate finance team. The deal - if it didn't work, no rollout. If it did, we'd quote a fixed scope for the rest of the firm.
An Amlio-based pipeline that pulled ID&V from SmartSearch, sanctions and PEP screening from Onfido, and Companies House for entity verification. Document AI parsed the customer's incorporation pack, beneficial ownership, source-of-funds. The output: a one-page reviewer dashboard with a confidence score, supporting evidence and a SAR-ready audit trail. One reviewer, twelve minutes per file. Code in their Azure tenant. Full IP transfer at week six.
The corporate finance pilot ran for four weeks before the firm signed up for a £62k rollout across audit, tax and advisory. By month three the original four-person AML team was three, with one moved into a more senior compliance role. Year-one savings were £120k against an £80k total bill. Year two, the firm reinvested the saved capacity into a new advisory practice.
"Two prior AI initiatives died in slide decks. AssurePath had something running in our staging tenant by week three. By week six it was doing real work. That's the difference."
Accountancy firms get reviewed by everyone - ICAEW, ACCA, FCA, insurers, clients. Everything we ship is built to make those reviews easier, not harder.
Contract triage with Vern, matter intake, conveyancing AML, on-prem AI for 20–500 fee-earner firms.
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Explore financial servicesEight questions we hear from MPs, FDs and IT leads on every accountancy first call.
Yes. Most of our practice work is for UK accountancy firms with 50–500 staff. We've shipped AML and KYC onboarding pipelines, audit preparation copilots, suitability automation, MI dashboards and managed IT in practices ranging from regional generalists to specialist top-50 firms. We integrate with IRIS, CCH, Sage, Xero, Practice Engine, Onfido and SmartSearch as standard.
