How would client data be handled?

We agree the data needed, permissions, providers and retention for the specific workflow before a build. Sensitive records and financial decisions need clear controls; a demonstration does not establish that a proposed deployment meets your practice’s requirements.

What will it cost to run?

Software and AI usage are paid through accounts you control. We estimate costs for the proposed configuration and volume, with vendor prices and usage assumptions stated in the proposal.

What happens if it makes a mistake?

We agree what can happen automatically and what must go to a person. The workflow is tested against agreed examples and acceptance criteria, with decisions and failures made visible. Financial approvals remain with your team.

Your workflow runs on accounts you control and is handed over with documentation. Ongoing care from BrisAI is optional, with its coverage agreed separately.

For accountancy and bookkeeping practices

AI automation for accountancy and bookkeeping practices in Bristol and across the UK

Reduce document chasing, invoice rekeying and shared-inbox sorting. Founder-led automation for accountancy practices in Bristol and across the UK, with human review built in.

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Where the admin builds up

Client documents arriving by email

Attachments need saving, naming and matching to the right client before useful work can begin.

Invoice details copied twice

Prepare a checked record from the original document, keeping financial approval with the responsible person.

Chasing missing records

Keep track of what has arrived and what is missing, with reminders and exceptions agreed with your team.

An overloaded shared inbox

Sort routine messages and identify uncertain cases for review instead of asking everyone to read everything.

A small first workflow

For example, an incoming invoice can be saved, its details extracted and a register entry prepared for checking. BrisAI’s bookkeeper demonstration shows this with Outlook, OneDrive and Excel. Smart Inbox shows how email can be labelled while uncertain messages stay with a person. Connections to accounting software would be scoped and tested separately; these demonstrations do not establish a working Xero, QuickBooks or Sage integration.

Work with the tools your practice uses

Xero · QuickBooks · Sage · Outlook · Microsoft 365

We check the available APIs, access and workflow requirements before promising an integration. Product names identify tools, not partnerships or endorsements.

What it costs

Initial conversation: Free · 20 minutes; Talk through what takes too long and whether automation is a sensible next step.
Automation Review: £250; Review one process and receive a written plan with costed options. The review fee is credited against its subsequent build.
Single-workflow build: From £1,250; One scoped process, including agreed tests, documentation and handover. You receive a fixed quote before work starts.
Ongoing care · optional: From £100/month; Monitoring, fixes and updates, with coverage agreed in the proposal.
Software and AI usage: Quoted for your workflow; Paid through accounts you control. We estimate usage and vendor costs for the proposed configuration; both can change.

BrisAI currently charges no VAT. Build scope and optional care are agreed before work begins.

Your questions

How would client data be handled?: We agree the data needed, permissions, providers and retention for the specific workflow before a build. Sensitive records and financial decisions need clear controls; a demonstration does not establish that a proposed deployment meets your practice’s requirements.
What will it cost to run?: Software and AI usage are paid through accounts you control. We estimate costs for the proposed configuration and volume, with vendor prices and usage assumptions stated in the proposal.
What happens if it makes a mistake?: We agree what can happen automatically and what must go to a person. The workflow is tested against agreed examples and acceptance criteria, with decisions and failures made visible. Financial approvals remain with your team.
Who owns the system?: Your workflow runs on accounts you control and is handed over with documentation. Ongoing care from BrisAI is optional, with its coverage agreed separately.

Explore the services

Arrange a free 20-minute call