Who we work with · Accountancy & bookkeeping firms

Client work till five. Admin till eleven.

Records arrive late, invoices get paid later and every deadline season the same chase emails go out by hand. CueBot builds the systems that do the chasing and the reporting for your practice, then runs them every month. We've already done it for a firm like yours.

What we automate
  • Invoicing & AR
  • Sales Follow-ups
  • Reporting & Dashboards
  • Customer Support 24/7
  • Booking & Scheduling
Run + improved every month
The problem

Where the hours go.

Chasing records at every deadline

Self Assessment season means weeks of asking clients for the same documents, one email at a time. The work can't start until the chasing ends, and the chasing never quite ends.

Onboarding is paperwork ping-pong

Engagement letters, AML checks, software access, bank authorisations. Every step needs a different email and every email needs a follow-up.

Invoice chasing eats partner time

Writing polite payment reminders for completed work is unbillable and endless. The Bristol practice we work with was losing twelve hours a week to it.

Deadline season is a cliff edge

Filing dates tracked in a spreadsheet nobody fully trusts. A missed submission costs client trust even when the delay was the client's fault.

What we automate

The systems we build and run for you.

01

Invoicing & AR

Overdue invoices chased automatically at sensible intervals, in your voice, with a payment link in every email. Escalations always get a human review before they send.

See the service
02

Sales Follow-ups

Records requests and client chases sent on a schedule and stopped the moment the client replies. Deadline season without the manual chivvying.

See the service
03

Reporting & Dashboards

Weekly client status updates drafted for partner review instead of written from scratch, plus deadlines surfaced five days ahead rather than on the day.

See the service
04

Customer Support 24/7

A website assistant trained on your services and your compliance FAQs. The same ten questions get answered without touching a partner's inbox.

See the service
05

Booking & Scheduling

Client meetings and onboarding calls booked straight into the right calendar, with reminders that cut the no-shows.

See the service
Proof, not promises

Proof from a practice like yours.

A five-person Bristol accounting practice was spending twelve hours a week chasing invoices and every weeknight evening on admin. We automated their invoice chasing, onboarding flow, weekly client reports and deadline tracking, all on the tools they already ran. No new platform, no new hires.

Chasing fell from twelve hours a week to ninety minutes. The average payment arrived eleven days sooner, which paid for the engagement in the first invoice run. Forty-seven hours a month came back, and the partners took on three new clients the next quarter without hiring.

47 hrs/mo
Admin time returned
12h to 90m
Weekly invoice chasing
11 days
Faster average payment
Accountancy & bookkeeping firms
Find out what your firm can hand off.

Book a free audit. We'll map your chasing and reporting workload in thirty minutes and show you exactly what can run itself. No upfront build fee, one monthly partnership.