Envoyic for Accountancy & Finance
Your accountants should be advising. Not chasing bank statements.
Envoyic deploys AI agents that handle the recurring administrative work in accountancy and finance — from document chasing and client onboarding to report preparation and deadline management — so your accountants can focus on the advisory work clients actually pay for.
The problems we were built to solve.
The document chase
Clients who don't send what you need when you need it. Your team following up the same requests week after week — delaying work, missing deadlines, and frustrating everyone involved.
The onboarding drag
New client engagement letters, KYC checks, direct debit mandates, software access. A process that should take days regularly stretches to weeks because nothing moves without a chase.
The deadline crunch
Tax return season. Year-end accounts. VAT quarters. The same high-volume, time-pressured work arriving in waves — and never quite enough capacity to handle it cleanly.
What an Envoyic agent does in your business.
01
The Chaser
●ActiveSends personalised document requests and follow-ups to clients on your behalf. Tracks what's been received and what's outstanding. Escalates automatically when deadlines are at risk, so your team intervenes only when it matters.
02
The Onboarder
●ActiveGuides new clients through your engagement process — sends the right documents at the right time, collects signatures, and confirms setup is complete before your team opens the file. Onboarding time cut from weeks to days.
03
The Preparer
●ActiveExtracts data from client-provided records, populates working papers, and flags anomalies for review. Your accountants start with structured, organised information — not a raw data dump from a client's inbox.
04
The Reporter
●ActiveDrafts management accounts commentary, client-facing summaries, and standard correspondence from your prepared data. Ready for review and dispatch. Your team adds judgment — not a blank page.
“Document chasing used to take two days a week. Now it's handled before we get to the office.”
A London accountancy practice, 11 staff, handling SMB accounts, tax returns, and payroll. Client document chasing and onboarding administration consuming roughly 2 days of senior staff time per week across the team.
Document Chase Agent (The Chaser) and Client Onboarding Agent (The Onboarder). Integrated with their practice management software and email. Live within 19 days of the first call.
18 hours of senior staff time recovered per week. Client document receipt rates improved by 40% within the first month. New client onboarding reduced from 3 weeks to 5 days.
18 hrs
senior staff time recovered per week
40%
improvement in document receipt rates
5 days
new client onboarding (was 3 weeks)
Illustrative deployment — based on a modelled scenario. Results will vary.
Running an accountancy practice in London? Let's audit your workflow — free.
We'll map the document chasing, onboarding admin, and reporting overhead that's consuming your team's capacity — and show you what automating it is worth.
30 minutes. No obligation. We'll send you a written summary of our findings.
Book the accountancy audit →