Records Chase Pack
Client list in, missing records summary out, with chaser email drafts and follow-up priority.
For accountancy practices
AI workers for records chase, prep packs and client admin.
AgenticStudio helps practices turn messy client spreadsheets, emails and exports into cleaner VAT and CT prep packs, invoice runs, credit-control drafts and deadline-watch outputs.
The first accountancy workflows.
Not generic AI chat. Practical operating work that reduces admin drag and improves client follow-up.
Deadline Watch Pack
Track periods, missing evidence, late clients and upcoming filing pressure before the deadline becomes expensive.
VAT / CT Prep Pack
Generate a first-draft review pack with assumptions, missing fields, evidence notes and accountant-ready summaries.
Invoice Run Pack
Turn sales or WIP exports into PDF invoice drafts, checks and a clean run log.
Credit Control Pack
Turn aged debtors into prioritised chasers, escalation drafts and dispute/missing-PO flags.
Client Revenue Pack
Find dormant clients, repeat services and cross-sell opportunities inside existing client records.
Watch the proof path.
The invoice demo shows the basic operating pattern: spreadsheet in, checks run, output generated, missing data surfaced, finished pack downloaded.
How the first workflow starts.
Hand-held first. Repeatable after setup.
01
Pick one process
Records chase, deadline watch, prep pack, invoice run or credit control.
02
Provide real data
Use the spreadsheet, export or client bundle the practice already has.
03
Review output
Receive the draft pack, missing fields, assumptions and run log.
04
Repeat monthly
If the workflow pays for itself, schedule it and add the next pack.
Start with one accountancy workflow that pays for itself.
Bring one real spreadsheet, export or client bundle to the call. We will identify the fastest workflow to prove ROI.