AI automation for accounting firms
Stop chasing clients for paperwork. Klyro automates document collection, deadline reminders and onboarding, so your team spends its time on accounts, not admin.
The admin that eats your capacity
Every deadline season starts the same way: chasing records, reminding clients, answering the same questions and onboarding new clients by hand.
Automation runs those reminders and requests on a schedule, so nothing slips and nobody has to remember.
What we automate
- Document collection chasersRequests and reminders until every record is in.
- Tax and VAT deadline remindersClients get timely nudges ahead of each deadline.
- Client onboarding and ID checksForms, ID verification and setup run automatically.
- Engagement lettersGenerated and sent for e-signature on sign-up.
- AI inbox triageSorts, labels and drafts replies to routine client emails.
- Practice reportingWorkload, outstanding records and deadlines in one view.
Fits your practice software
We connect to the practice management, document and e-signature tools you already use, and build reminder schedules around your clients' deadlines.
How we work
- Discovery call. We find the admin that costs your team the most hours.
- Build. We automate requests, reminders and onboarding.
- Launch. We test with a group of clients first.
- Scale. We roll out across your client base and keep improving.
Questions
Can it chase clients for missing documents?
Yes. It sends requests and polite reminders on a schedule until everything is received, and tells you who's still outstanding.
Can it send reminders before tax deadlines?
Yes. Reminders are scheduled around each client's deadlines, such as Self Assessment and VAT returns.
Can onboarding include ID checks?
Yes. We can automate the forms and connect an ID verification provider as part of onboarding.
How much does it cost?
Pricing is scoped to your practice on the discovery call. Prices are fixed, with flexible payment terms.
Explore more
Spend deadline season on work, not chasing.
A 30-minute call. We'll look at where you're losing time and leads, and tell you honestly whether we can help.