Jemima Logo Jemima
Live demos FAQs

AI for accountants that handles the admin, not the advice

Not another AI tool. Your AI consultancy and development team for calmer deadline seasons, a more consistent client experience and more recurring-fee clients.

Start with one practical AI workflow opportunity. No system access or credit card required.

tap to interact
Jemima Avatar

Jemima

Hi, I’m Jemima. Tell me about your accountancy firm — team size, typical jobs, and where enquiries or follow-up could be faster and more consistent. I’ll suggest the first process to automate.
Live workflow examples

Practical AI workflows for accountants

Live, interactive demos built for accountancy practices. Try them with sample data.

Why it matters

Where a more consistent firm wins and keeps clients

Chasing records at deadline time

VAT, year-end and self-assessment all depend on documents from clients who go quiet, and chasing by hand is easy to let slip — which is what pushes work into the deadline-week scramble.

Slow follow-up on enquiries

New-client and quote enquiries arrive mixed and unstructured, and a slow or inconsistent reply loses good recurring-fee clients before onboarding even starts.

Onboarding new companies

Newly incorporated owners ask about bookkeeping, corporation tax, VAT, payroll and director salary all at once, and need guiding through it in the right order.

Repetitive client reminders

Bookkeeping nudges, VAT deadlines and record requests get sent by hand every cycle, so consistency depends on someone remembering.

Out-of-hours and overflow calls

Calls in busy periods or after hours go to voicemail, and someone still has to listen back and turn each one into a task.

Partner time spent triaging

Working out which enquiries are recurring-fee opportunities versus one-off questions eats partner time that could be billable or advisory.

Worked example

See how one enquiry is handled

An enquiry comes in

I incorporated last month and need help with bookkeeping, corporation tax, a sensible director's salary, and I'm not sure if I need to register for VAT yet. Do you offer a monthly package?

Jemima hands your team

Triage

high-value, recurring-fee opportunity

Services

bookkeeping, corp tax, director salary, VAT advice, payroll

Next action

offer a 15-minute onboarding call

Plus

a drafted reply and the questions to ask first

The accountant always reviews and gives the actual advice — Jemima organises the enquiry, it doesn't make tax decisions.

Your stack

Built around the tools you already use

Xero QuickBooks FreeAgent Sage Companies House HMRC / MTD IRIS / TaxCalc Email & inboxes SMS Google Sheets Calendars
How it works

Four simple steps for your firm

1

Review

We look at your enquiry, follow-up and admin processes.

2

Roadmap

We pick the one workflow that makes the biggest difference first.

3

Build

We build and test it around your real tools, with review points for your team.

4

Launch

It goes live, then we maintain and improve it over time.

FAQ

Questions accountancy firms ask

Yes, and it is one of the most popular workflows. Jemima can chase clients for records and paperwork around VAT quarters, year-end and self-assessment, following up politely and repeatedly until everything is in, so your team is not personally nagging the same people every cycle. Chases go out in your firm tone, and completed records and replies come back to you to action. You decide who gets chased, how often, and when to step in.

During self-assessment season, Jemima can prompt clients to send their information early, chase the ones who go quiet, and keep you updated on who is still outstanding, so the January bottleneck is smaller and more predictable. The aim is to spread the workload out rather than letting every return land at once. Your accountants still review and file everything.

Jemima can help you prepare clients for Making Tax Digital for Income Tax by prompting them for quarterly records, tracking who has submitted what, and flagging the clients who need a nudge before each deadline. It handles the chasing and organising around MTD, while the submissions, checks and advice stay firmly with your team. We tailor it to how your firm plans to run MTD.

Yes. Onboarding workflows can guide new clients through the early steps — collecting the details you need for ID and AML checks, prompting for signed engagement letters, and helping move agent authorisation along — so clients are set up faster and with less back-and-forth. Each check and approval still sits with your team. It removes the admin friction of getting a client live, not your professional judgement.

No. Jemima captures information, organises it and follows up, but it never gives tax or accounting advice — the accountant always provides the advice and the sign-off. For anything that needs judgement, it prepares a clear summary and hands it to the right person to review. It removes the admin around advisory work, not the advice itself.

In most cases, yes. We aim to fit around the software you already run, such as Xero, QuickBooks, FreeAgent and Sage, along with your inboxes, spreadsheets and practice management tools, rather than asking you to change your stack. Where something does not connect directly, we find the most reliable way to slot the workflow into your process, and we confirm what is possible with your setup during the review.

Client data is handled with controlled access, secure document links and clear limits, sensitive cases can stay under human review, and we design around your confidentiality and GDPR obligations. Every workflow has approval points, activity logs and human handovers, so your team can see exactly what it has done and pause or adjust it at any time. Jemima works alongside your team rather than replacing their judgement.

Step 1 of 2

Request your free workflow review

We’ll find the one AI workflow that would make the biggest difference to your business.

  • We’ll pinpoint one practical AI workflow opportunity for your business.
  • No system access or technical setup needed to get started.
  • No credit card required.

No credit card required

By submitting, you agree to our Privacy Policy.