A curated directory of AI tools that UK accounting firms are actually using — from document processing to workflow automation. Each tool has been selected for its relevance to practice workflows, not just hype.
Before using any AI tool with client data, your firm must consider its data protection obligations. Misuse of AI with personal data can lead to regulatory action from the ICO and damage client trust.
Extract data from receipts, invoices, and bank statements automatically. These tools eliminate manual data entry and feed directly into your accounting software.
AI-powered receipt and invoice extraction that automatically reads, categorises, and publishes financial documents to your accounting software. One of the most widely used tools in UK practices.
Best for: Firms processing high volumes of client receipts and purchase invoices
Visit siteCaptures bills and receipts via email forwarding, upload, or mobile scan. Included free with every Xero subscription, making it a no-brainer for Xero practices.
Best for: Xero-based firms wanting document capture at no additional cost
Visit siteAutomated data extraction for invoices, receipts, bank and credit card statements. Integrates with Sage, Xero, and QuickBooks. Particularly strong at processing bank statements.
Best for: Multi-platform firms or those processing lots of bank statements
Visit siteLet AI handle transaction categorisation, reconciliation suggestions, and routine bookkeeping tasks so your team can focus on advisory work.
Xero uses machine learning to suggest account codes for bank transactions based on past coding patterns. Accuracy improves over time as the AI learns from your corrections.
Best for: Firms already on Xero wanting to speed up bank reconciliation
Visit siteQuickBooks uses AI to auto-categorise bank transactions, match receipts to expenses, and flag potential duplicate entries. Includes smart invoicing suggestions.
Best for: Firms using QuickBooks Online who want faster transaction processing
Visit siteAI-powered data extraction that reads invoices and receipts, then maps the data directly into your accounting software with the correct VAT treatment and nominal codes.
Best for: Firms needing accurate VAT extraction and multi-currency support
Visit siteDraft client emails, transcribe meetings, and automate appointment booking. AI saves hours every week on communication overhead.
Draft client emails, explain technical tax concepts in plain English, create meeting agendas, and write engagement letters. Excellent for overcoming writer's block on routine communications.
Best for: Drafting client correspondence and simplifying complex explanations
Visit siteReal-time meeting transcription and AI-generated summaries. Records Teams, Zoom, and Google Meet calls, then produces searchable notes with action items highlighted.
Best for: Firms wanting automatic records of client meetings and internal discussions
Visit siteAI-assisted scheduling that lets clients book meetings based on your real-time availability. Eliminates back-and-forth emails and integrates with Outlook and Google Calendar.
Best for: Reducing admin time spent coordinating client meeting times
Visit siteUse AI to speed up tax research, check HMRC guidance, and stay current with regulatory changes. Always verify AI outputs against primary sources.
Anthropic's AI assistant, particularly strong at analysing long documents, summarising HMRC guidance, and reasoning through complex tax scenarios. Produces well-structured, cautious responses.
Best for: Detailed tax research, document analysis, and nuanced compliance questions
Visit siteAI-powered search engine that provides answers with inline citations and source links. Excellent for quickly checking current HMRC guidance, rates, and thresholds with verifiable references.
Best for: Quick fact-checking and research where you need cited sources
Visit siteLexisNexis’s AI legal research tool trained on professional legal and tax content. Provides hallucination-free, source-linked answers from trusted legal databases.
Best for: Complex compliance questions requiring authoritative legal and tax sources
Visit siteConnect your apps and automate repetitive multi-step processes. Move data between systems without manual copy-pasting or re-keying.
Connects over 6,000 apps with AI-powered automation. Create workflows that trigger actions across your practice tools — e.g., auto-creating tasks when emails arrive or syncing CRM data to your accounting software.
Best for: Firms wanting to connect multiple cloud tools without coding
Visit siteVisual workflow builder with powerful data transformation capabilities. More flexible than Zapier for complex, multi-branch automations and offers better value for high-volume workflows.
Best for: Complex automations with conditional logic or data transformation needs
Visit sitePart of the Microsoft 365 ecosystem. Automates workflows between Outlook, Teams, SharePoint, Excel, and hundreds of other apps. AI Builder adds document processing and text analysis.
Best for: Firms heavily invested in the Microsoft 365 ecosystem
Visit siteNot every AI tool is worth adopting. Before adding anything to your stack, ask these questions.
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