Embedded AI Resource for Service-Based Businesses | Accounting Firms & Professional Services
I build AI-powered automation systems for UK accounting practices — helping them eliminate manual processes, handle Making Tax Digital (MTD) compliance workloads, and scale operations without adding headcount. My flagship product is an AI Bank Statement Extractor: it converts any bank statement — PDF, scan, or phone photo — into clean, structured CSV data in about 10 seconds per page. It's already deployed at a UK practice, saving 400+ hours of manual work per year. Why I'm Different: I spent nearly 6 years working inside a UK accounting practice as their Business Automation lead and Chief Marketing Officer. I didn't just consult — I was part of the team. I designed their client onboarding systems, implemented cloud telephony, built CRM automations, and ran marketing that grew leads by 350%. When they needed AI and MTD infrastructure in 2026, they hired me back as a contractor. That engagement produced 7 production automation systems: → AI Bank Statement Extractor — any format to clean CSV in ~10 seconds/page → KYC/AML Automation — digital ID verification and compliant document storage → Automated MTD Proposals + Digital Signing — CRM-triggered, personalised, e-signed → Missed Call Report Automation — daily accountability reports per employee → Tax Intelligence Digest — weekly AI-curated UK tax legislation updates → Client Churn Prevention — AI sentiment analysis on call transcripts → Custom Workflow Automation — onboarding, document collection, lead qualification
Skills: Data Scraping, RAG, System thinking, Business Architecture, Make.com, n8n, Service Business Operations, Process Mapping & Optimization, KYC/AML Automation, Accounting Technology
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