50 Automations for Accounting & Bookkeeping Firms
We’ve worked with countless small business owners to streamline their daily tasks. Below are the top five automations we implement, plus a full list of 50 options to handle everything from scheduling to payments
“Creator Project wired a 24/7 prospect bot, auto missing‑info chasers, and deadline trackers. Clients get answers fast, my staff stop chasing paperwork, and we clawed back 7 hours every week.”
– Oliver B., OB Advisory & Tax
5 High‑Impact Automations — All Done‑for‑You
1.24/7 ChatGPT Prospect & Client Bot
Answers pricing, service scope, and deadline questions, then books discovery calls—no more after‑hours email chains.
2.Missed‑Call Text‑Back → Chatbot
Every missed call fires an SMS that links to the bot; no walk‑in or new client slips away.
3.Missing‑Info Chaser & Secure Upload Links
Detects incomplete client docs, sends a secure upload link, and reminds until the file arrives—zero manual follow‑ups.
4.Review & Referral Engine
After a job is done, a quick text asks for a Google review and sends a buddy‑pass link—building reputation and referrals on autopilot.
5.Recurring Invoicing & A/R Collection Sequence
Sends monthly invoices, auto‑collects via card/DD, and runs gentle overdue reminders—healthy cash flow without calls.
Ready to stop chasing clients and focus on work?
50 Automations that are working for other businesses like yours
(of course your automations will be tailored to you)
Monthly Time Saved
≈ 184 hours freed up every monthWhat an Employee Would Cost You
£2,105 /month at UK minimum wage*| Automation Name | What It Does | Time Saved/Week | Why It Matters |
|---|---|---|---|
| AI Chat & SMS Agent | Answers client queries 24/7, explains service packages, requests docs, books consultations. | ≈5 hrs | Clients get instant support and upload links while you focus on reconciliations — not your phone or inbox. |
| Online Lead Capture | Adds website inquiries to CRM instantly. | ≈1 hr | No prospect goes missing. |
| Instant Proposal Generator | Builds priced proposal from template. | ≈1 hr | Send quotes before competitors. |
| New‑Lead Auto‑Reply | Sends “thanks—book a call” email in 60 sec. | ≈0.5 hr | You look responsive and professional. |
| Lead Nurture Drip | Email tips over 14 days. | ≈0.5 hr | Warms fence‑sitters into clients. |
| Self‑Booking Calendar | Prospects book consults 24/7. | ≈1 hr | Diary fills without back‑and‑forth. |
| Appointment Reminder | Texts 24 h before meeting. | ≈0.5 hr | Fewer no‑shows. |
| Missed‑Call Text‑Back | Texts callers while you’re in meeting. | ≈0.5 hr | Captures leads you’d lose. |
| After‑Hours Auto‑Reply | Replies at night, sets expectations. | ≈0.5 hr | Clients feel cared for 24/7. |
| Client Onboarding Packet | Sends e‑sign welcome docs & checklist. | ≈1 hr | Smoother starts with no paper. |
| Secure Data Intake Form | Uploads docs straight to drive. | ≈1 hr | No email attachments to chase. |
| Engagement Letter E‑Sign | Auto‑sends letter and records signature. | ≈0.5 hr | Work starts sooner, legally covered. |
| Recurring Invoice Billing | Sends monthly retainers automatically. | ≈1 hr | Predictable income, no manual invoicing. |
| Invoice Reminder Sequence | Nudges before and after due date. | ≈0.5 hr | Cash arrives on time. |
| Late Payment Follow‑Up | Escalating reminders until paid. | ≈1 hr | Spend less time chasing debtors. |
| Bank Feed Auto‑Import | Pulls bank transactions nightly. | ≈2 hr | No manual downloads ever again. |
| Receipt Capture & OCR | Reads receipts, codes expense automatically. | ≈1 hr | Books stay current with zero typing. |
| Rules‑Based Expense Coding | Applies vendor rules on import. | ≈0.5 hr | Less review, cleaner ledgers. |
| Monthly Close Checklist | Sends tasks to staff, tracks completion. | ≈0.5 hr | Month‑end done on time, every time. |
| Payroll Run Scheduler | Emails reminder & auto‑generates batch. | ≈1 hr | No late payroll emergencies. |
| Tax Deadline Reminders | Sends clients quarterly due dates. | ≈0.5 hr | Fewer panicked “is it due?” calls. |
| Estimated Tax Calculator | Emails estimate report to client. | ≈0.5 hr | Shows value without extra work. |
| Regulation Update Newsletter | Auto‑curates latest HMRC/IRS news. | ≈0.5 hr | Positioned as trusted advisor. |
| Secure Client Portal Invite | Sends portal link on sign‑up. | ≈0.5 hr | Docs flow through one channel. |
| File Request Automation | Auto‑emails missing docs list. | ≈0.5 hr | No chasing by phone. |
| Client Task Reminder | Texts “upload bank statements”. | ≈0.5 hr | Info arrives faster, work starts sooner. |
| VAT/GST Filing Alert | Sends filing prep tasks. | ≈0.5 hr | Deadlines never missed. |
| KPI Dashboard Weekly Email | Sends P&L, AR, cash metrics. | ≈0.5 hr | Owner sees health instantly. |
| Cash‑Flow Forecast Update | Refreshes model and emails PDF. | ≈1 hr | Advisory value without lifting a finger. |
| Aged Receivable Alert | Flags clients >30 days overdue. | ≈0.5 hr | Helps them collect money sooner. |
| Vendor Bill Due Alert | Notifies when bills near due. | ≈0.5 hr | Clients avoid late fees automatically. |
| Expense Reimbursement Workflow | Auto‑approves & adds to payroll. | ≈0.5 hr | No messy spreadsheets. |
| Mileage Log Capture | App pushes trips into ledger. | ≈0.5 hr | Saves clients tax money effortlessly. |
| Time Tracking to Invoice Sync | Pushes hours into invoice draft. | ≈1 hr | Bill quicker, lose no hours. |
| Engagement Renewal Reminder | Alerts 30 days before contract end. | ≈0.5 hr | Secure next year’s revenue early. |
| Referral Ask | Emails happy clients for referral. | ≈0.5 hr | Free leads on autopilot. |
| Review Request | Google review link after setup. | ≈0.5 hr | More 5‑stars boost credibility. |
| Lapsed Client Win‑Back | “Need help this year?” email after 12 m. | ≈0.5 hr | Cheaply reactivates past clients. |
| Upsell Advisory Offer | Sends CFO package offer Q2. | ≈0.5 hr | Higher‑value work without cold calls. |
| Social Post Scheduler | Auto‑posts tax tips on LinkedIn. | ≈0.5 hr | Stay visible without daily posting. |
| Lead Source Tagging | Tags ad, referral, site lead. | ≈0.5 hr | Know which marketing works. |
| Weekly Pipeline Report | Emails leads, proposals, closes. | ≈0.5 hr | Plan sales focus quickly. |
| License & Cert Renewal Alert | Reminds before CPA/ACCA licence expires. | ≈0.5 hr | Stay compliant effortlessly. |
| Staff CPE Deadline Tracker | Sends hours‑needed reminder. | ≈0.5 hr | Avoid frantic year‑end courses. |
| Holiday Closure Notice | Emails clients schedule weeks ahead. | ≈0.5 hr | Fewer urgent calls on holidays. |
| One‑Click Promo Blast | Ready email for tax‑season push. | ≈1 hr | Fill calendar fast when demand peaks. |
| Voice‑to‑Text Meeting Notes | Dictate notes; saves to CRM. | ≈0.5 hr | Details captured without typing. |
| Task Board Auto‑Update | Moves job card when file uploaded. | ≈0.5 hr | Team always knows status. |
| Client Segment Tagging | Tags startup, retail, e‑comm, etc. | ≈0.5 hr | Send niche‑specific advice easily. |
