PracticeWired
AI workflow automation for UK accounting practices

Enter client data once. Let it flow everywhere.

PracticeWired connects the software your practice already pays for, so onboarding, document chasing and Companies House checks run on their own. Your team spends its time on clients, not retyping.

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For practices of 3–15 staff across England, Scotland, Wales and Northern Ireland.

Example workflow · new client onboardingruns automatically
  1. Client fills one intake formName, company number, contacts
    trigger
  2. Companies House data pulled inDirectors, PSCs, registered office, confirmation statement date
    AI checks
  3. AML / ID check requestedSent through your own AML provider; ID documents stay there
    auto
  4. Engagement letter sent for e-signatureFilled from the intake details, chased until signed
    auto
  5. Client set up in your practice softwareRecord, deadlines and tasks created for your team
    done
Typed by your team: onceChasing emails sent by hand: none
The problem

Your tools work. They just don't talk to each other.

  • 01
    The same client details, typed into four systemsCompany number, directors, addresses: into practice software, the AML tool, the CRM and a spreadsheet.
  • 02
    Chasing documents one email at a timeID documents, signed engagement letters, year-end records. Someone has to remember to follow up.
  • 03
    Checking Companies House by handConfirmation statements, accounts deadlines, officer changes and identity verification status across the whole client list.
  • 04
    Gaps that become risksA missed deadline means a penalty. A missing AML record means a problem at your next supervisory review.
What we automate

Four workflows that give small practices their hours back

We start with whichever one costs you the most time, then add the next.

Client onboarding

One intake form starts everything: Companies House lookup, AML check request, engagement letter, and setup in your practice software.

form → Companies House → AML tool → e-sign → practice software

Document chasing

Polite, automatic reminders until the client uploads what you need. Your team only hears about it when it arrives, or when it is overdue.

request → reminder day 3 → reminder day 7 → flag to manager

Companies House deadline tracking

Confirmation statement and accounts deadlines for every client, checked on a schedule you choose, with alerts well before they are due.

client list → scheduled check → 30 / 14 / 7-day alerts

Data sync between tools

When a client's details change in one system, the others update. On steps you approve, AI can read incoming emails and documents and file the details in the right place. ID documents are never included.

change in one tool → AI checks → every tool updated
Tools we commonly connect:XeroQuickBooksSageXero Practice ManagerKarbonTaxDomeCompanies HouseMicrosoft 365Google Workspace
How it works

From first call to a working automation in two weeks

  1. Day 1

    Admin audit call

    A 45-minute video call. We map how you onboard clients, chase documents and track deadlines, and list every place data gets retyped.

  2. Days 2–4

    A one-page plan

    Your top three time-wasters, the hours each costs per week, and the fix for each. You choose which one we build first.

  3. Days 5–14

    Built, tested, handed over

    We build the automation in your own accounts, test it with you, and record a short video showing your team how it works.

The pilot

One audit. One automation. Two weeks. Fixed price.

The lowest-risk way to see what automation does for your practice. No long contract, no hourly billing, and you own what we build for you once it's paid for.

£450fixed, + VAT if applicable
  • Admin audit call and one-page plan
  • Your highest-value workflow automated and live (one workflow, connecting up to 3 tools)
  • Built in your own accounts: no lock-in
  • Training video and 30 days of free fixes
  • 50% after the audit call, 50% on delivery
Start with a free call

If the automation doesn't save your team at least 2 hours a week, measured over the 30 days after you accept it, we refund the second half.

Your clients' data

Built for practices with AML and GDPR duties

  • Client data stays in your own systems. We don't download or store it. If any reaches us by accident, for example in an email, we tell you and delete it within 2 working days.
  • ID checks go through your AML provider, and the automation passes on only a status. We don't ask for ID documents or store them.
  • Automations run in accounts you own and control. You can switch them off at any time.
  • We sign a data processing agreement and the ICO's International Data Transfer Agreement before any work starts.
  • I work from Pakistan, so my remote access to your accounts during the build and the 30 days of fixes counts as a transfer outside the UK. Those documents are the safeguard, and you complete a short transfer risk assessment before I have any access. If you decide against it, I can build on test data and your staff connect the live accounts.
  • AI is only used on the steps you approve, and you can see what it did.
Who you'll work with
Abid AliFounder, PracticeWired

Before PracticeWired, I spent years handling company formations, trademarks and compliance filings for clients in the UK, US, Canada and Australia. I know Companies House, confirmation statements and AML checks from the filing side.

Now I build the automations that take that admin off your team's desk. You deal with me directly, from the first call to the handover.

Questions

Common questions

Do we need to change our software?

No. We connect the tools you already use. If a tool has no way to connect, we'll tell you on the audit call before you pay for anything. If the automation needs one small new tool, such as an automation account in your name, we'll tell you the cost before you agree.

What if it breaks?

Every pilot includes 30 days of free fixes to what we built. Problems caused by your own changes or by another company's outage or update aren't included, but we'll tell you if that's the cause. After that, an optional monthly plan covers maintenance and adds one new automation each month.

Is AI safe to use with client data?

We only use AI on the steps you approve, such as reading an incoming email and filing its details. Each AI step runs on an account in your name, on paid terms that say your data isn't used to train AI models. We show you those terms before you approve the step. We don't run AI on ID documents, and only what the step needs leaves your systems.

How much of our time does it take?

About 45 minutes for the audit call, 30 minutes to review the plan, and an hour to test the automation with us before it goes live. The paperwork and your transfer risk assessment are on top of that.

What happens after the pilot?

Nothing, unless you want more. You can automate your next workflow as a one-off project or on a monthly plan.

Find out which admin task to automate first

Book a free 30-minute call. You'll leave with at least one idea you can use, whether you work with us or not.

Emailabid@practicewired.com
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