Custom AI Roadmap & Implementation
Your team is losing hours to reconciliations, data entry, and chasing client records. We’ll find where that time is going, give it back with practical AI, and build the first solution with you—risk-free.
Book Your Free Assessment01 / The process
We conduct a focused discovery of your practice's specific workflows—from client onboarding and records collection to bookkeeping, year-end, and billing—to find the top 3 opportunities for AI automation that will save the most time and money.
You get a straightforward, jargon-free report detailing the highest-ROI solution to implement first. It includes the exact tools, process changes, and expected outcomes. No fluff.
We don't just leave you with a document. We build and deploy the first AI solution with your team, providing hands-on training to ensure it's adopted and delivering value from day one.
02 / What we build
Your roadmap tells you where to start. These are the solutions we build for accounting firms once we know where your hours are going.
AI Appointment Setter
An AI assistant answers enquiries from your website, email, and phone, qualifies new leads, and books discovery calls straight into your calendar. No missed enquiries during busy season.
Call Transcription & Notes
Every client call is transcribed and summarised automatically. Action items and key figures land in your practice management system, not someone's notebook.
Email Outreach & Follow-Up
Personalised email sequences for new prospects, lapsed clients, and advisory upsells. Follow-ups go out on time, every time, without your team writing them.
Client Records Chasing
Automated, polite reminders chase clients for bank statements, receipts, and year-end documents until everything is in. Your team stops sending the same email ten times.
Client Onboarding
New clients move from signed engagement letter to ID checks, data collection, and software setup in one guided flow. Less admin before the real work starts.
Inbox & Query Triage
Incoming client emails are sorted, tagged, and routed to the right person, with draft replies ready for common questions. Your partners see what matters first.
Local SEO
When a business owner nearby searches for an accountant, your firm should be the one they find. We make sure your practice shows up in local search and on Google Maps.
03 / The cost of standing still
Data entry, reconciliations, and chasing clients for records quietly drain your practice's profitability. Use this calculator to estimate the annual cost of manual tasks that AI could automate.
Estimated Annual Cost of Wasted Time:
Hours your team could get back each year:
Based on 46 working weeks a year.
04 / What you walk away with
A written report detailing the analysis and a clear, step-by-step plan for your highest-impact AI solution.
A working AI-powered solution integrated into your team's day-to-day operations.
A live workshop to get your team comfortable and proficient with the new tool and process.
Direct access to our team for questions, troubleshooting, and optimization.
05 / Chartered accountant, now AI builder
Founder, Finura Labs
Zaki is a Chartered Accountant with 6 years in the accounting profession, including 3 years in audit at a major firm. Auditing a wide range of clients showed him how dozens of finance teams actually work: where processes break, where hours disappear, and what separates efficient teams from overstretched ones. He knows the month-end pressure, the deadline crunch, and the manual work inside firms like yours. He founded Finura Labs to put that experience to work with practical AI. The result: solutions that cut manual work and deliver real results, not automation for automation’s sake.
06 / Before we talk
07 / Your next step
Book a free, no-obligation assessment to find out how a custom AI roadmap can improve your practice's efficiency and profitability.
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