Start here · Framework
How to find the admin worth automating first
A five-step framework for professional services firms to find the processes where automation pays back fastest, with the maths to prove it.
7 min read · Updated 13 Oct 2026
Insights
Practical guides to automating the back office.
What to automate, how to do it safely, and what to avoid. Written from real projects, not vendor brochures.
- Guide6 min read
Operations automation readiness checklist for professional services firms
Seven questions to answer before you automate anything: ownership, process clarity, systems, data, people, measures and expectations.
- Explainer6 min read
AI agents vs workflow automation: which does your process need?
When fixed-rule automation is the right answer, when you need AI, and why most real operational processes need both.
- Guide7 min read
Eight mistakes firms make when automating operations
The patterns behind automation projects that stall, from automating a broken process to skipping the human checkpoint, and what to do instead.
- Guide6 min read
Where automation and AI pay off in an accountancy practice
Six practical areas, from client onboarding to recurring reporting, ranked by how quickly they pay back and how safe they are to start with.
Free Operations Audit
Find out what's worth automating.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
Book a free Operations Audit
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days