Custom accounting automation for growing practices

Automation is the last step, never the first.

When off-the-shelf products don’t fit the way your firm actually works, we build around it. We map and fix your custom process first, then design, deploy, run and improve a tailored accounting automation solution.

Xero connected app partnerMTD ready — recognised by HMRC

Your accounting automation partner — built for forward-thinking firms that:

1

Tried to build something, but got stuck

You built something — Zapier, Make, a Power Automate flow. It worked for a while, or never quite worked, and now it’s the problem. Internally the verdict is that automation is harder than it looks. The technology isn’t the problem; the architecture is.

2

Had something built, then it broke

You invested in automation and it was delivering — and now it breaks every two weeks. Your automation has been down for months; the dashboard costs a thousand pounds to fix and still fails. You shouldn’t be paying to maintain what should just work.

3

Tried to scale with tech but didn’t quite get there

You’ve tried a lot of things; some worked, some didn’t. Now you have a patchwork, a backlog of ideas, and no clear path to scale. You need a transformation programme, not another pilot. Complexity doesn’t need more complexity — it needs a single architecture, and AI foundation models fit this perfectly.

4

Have a bunch of tools like patchwork, leaving you exposed

Twenty, fifty, two hundred systems — none of it planned, all of it accreted through growth, acquisition and quick fixes. Processes cross boundaries, gaps appear, and compliance becomes a manual prayer. The gaps between your systems cost more than the systems.

How we deliver

How it works

DIAGNOSE

Discovery & audit

We map the process that’s slowing you down and quantify the time and cost it’s taking — before anything gets automated.

CONFIGURE

Build & prototype

A working mockup in week one to confirm your solution.

OPERATE

License & improve

It runs on our operating layer as a licensed product — maintained and improved, so it just works.

In their words

Practices like yours, already running

“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.

The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.

Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”

Dean Shepherd · Founder of ESXR

“Bots for That have been brilliant!

They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”

Grace Hardy · Founder of Hardy Accounting

“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”

Daniel Larcombe · Practice Manager at Future Cloud Accounting

“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”

David Adderson · Founder and Director of Youtopia

“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”

Chris McKenna · Director at TC Group

“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.

The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.

Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”

Dean Shepherd · Founder of ESXR

“Bots for That have been brilliant!

They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”

Grace Hardy · Founder of Hardy Accounting

“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”

Daniel Larcombe · Practice Manager at Future Cloud Accounting

“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”

David Adderson · Founder and Director of Youtopia

“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”

Chris McKenna · Director at TC Group

“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.

The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.

Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”

Dean Shepherd · Founder of ESXR

“Bots for That have been brilliant!

They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”

Grace Hardy · Founder of Hardy Accounting

“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”

Daniel Larcombe · Practice Manager at Future Cloud Accounting

“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”

David Adderson · Founder and Director of Youtopia

“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”

Chris McKenna · Director at TC Group

“bots for that is solving a problem most firms don’t fully realise they have yet — how to manage client obligations, data, and workflows in a post-MTD world without adding layers of complexity.

The platform brings everything together in a really intuitive way, giving a clear view of liabilities, deadlines, and risks across the client base. It feels like the kind of tool that will become essential as compliance demands increase.

Just as importantly, the team behind it understand the needs of the profession and are building with real intent.”

Dean Shepherd · Founder of ESXR

“Bots for That have been brilliant!

They have helped me to understand and use AI better in my business as well as building my an MVP for my pre seed raise and it is amazing!”

Grace Hardy · Founder of Hardy Accounting

“[bots for that] helps us keep on top of the day-to-day mundane bookkeeping, the data entry side of things. It’s allowed us to focus our attention on communicating with clients better.”

Daniel Larcombe · Practice Manager at Future Cloud Accounting

“A team member was off for a week and the bot picked up all their work no problems at all. They pretty much walked straight back into work without a lag in catch up time!”

David Adderson · Founder and Director of Youtopia

“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”

Chris McKenna · Director at TC Group

Why us

We’re not another vendor. We’re a partner.

The bots for that team at work in the London office

Fifteen years automating the hardest processes in the most heavily regulated industries — gambling, financial services, logistics and enterprise tech. We don’t hand you a tool and walk away: we scope the project, build a custom accounting solution, run it and keep improving it — forward-thinking, tailored delivery that future-proofs your firm, with over 100 years of combined experience.

15+ yrs
in automation, not AI as an afterthought
Regulated
industries where governance is non-negotiable
One
point of accountability for every automation
Future-proof
tailored delivery, built for the future of accounting
Insights & guides

From the blog

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The Architecture Problem Nobody Talks About With AI

There is a version of this story that almost every business has lived through at least once, and it tends to start the same…

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Architecture
Complexity Doesn’t Need More Complexity, It Needs a Single Architecture.

By this point, you’ve done more than most. You haven’t sat on the sidelines waiting for automation to mature before dipping a toe in.…

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AI
Not Every Problem Needs AI

Everyone is talking about AI right now, and the enthusiasm is not misplaced. The technology is genuinely remarkable. But somewhere between the boardroom and…

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AI
You Shouldn’t Be Paying to Maintain Something That Was Supposed to Just Work

There’s a particular kind of frustration that only shows up once automation has already proved itself. Not the scepticism of never having tried it,…

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AI
You Built the Automation. It Worked. Then It Didn’t. Here’s Why.

If you’re reading this because a Zapier flow silently stopped triggering last Tuesday, or your Power Automate process has started throwing errors nobody in…

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AI
AI-Washing: Why Most “AI” in Accounting Software Isn’t What You Think

How to tell genuine artificial intelligence from clever marketing — and the questions that separate real capability from a rules engine with a label.

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Strategy
The Four Phases of AI Transformation in Accounting

A practical, sequenced roadmap from compliance automation to a true advisory practice — and how to know which phase your firm is in.

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Future of accounting
Is Your Job at Risk from AI? Here’s the Honest Answer

Two firms, two very different futures. Why the real risk isn’t AI itself — it’s the decisions made around it.

Read article →6 min

Tell us the custom process that’s slowing you down. We’ll scope the project and prototype fast.