AI Automation for Accounting Firms
Orion Global Consulting builds AI automation for UK accounting firms: AI chatbots, AI CRM, automated lead follow-up, client onboarding and marketing automation, connected into one system. Your firm answers every enquiry in seconds, books consultations automatically and spends less time on admin, so partners and staff can focus on advisory work.
We have consulted for more than 136 accounting practices, so every automation is designed around how accountancy firms really work: seasonal deadlines, MTD, onboarding and AML checks, and recurring client communication.
How We Automate Your Practice
How We Automate Your Practice
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We map your enquiry, onboarding and client communication journeys to find where automation saves the most partner and staff time.
What We Automate for Accounting Firms
AI Automation for Accounting Firms: FAQs
What can AI automate in an accounting firm?
The biggest wins are enquiry handling, lead follow-up, consultation booking, client onboarding and AML document collection, reminders, and marketing emails. Technical accounting work stays with your qualified team.
Will AI automation work with our existing software?
Yes. We connect automations to the tools you already use, including your CRM, email, calendar and practice management software, wherever integrations are available.
Is AI automation GDPR compliant?
We design every workflow with UK GDPR in mind: data minimisation, secure storage, clear consent and human oversight for client-facing decisions.
How quickly will we see results?
Chatbots and automated follow-up can go live within weeks, and most firms see faster response times and more booked consultations in the first month.
How much does AI automation cost for an accounting firm?
Every firm is different, so we scope each project after an initial consultation and recommend the automations with the fastest return first.
Why Accounting Firms Choose Orion Global Consulting
Orion Global Consulting is an AI-first digital marketing and business consultancy based in Twickenham, London, serving more than 100 clients across 8 countries. Accounting is the sector we know best.
- Marble Hill Accountants: 75% revenue growth documented over 12 months.
- Naail & Co Accountants: +300% ROI across the engagement.
- 123 Financials and Helico Advisors: lead generation consulting for accounting and advisory firms.
Also see SEO & AEO for Accountants and our guide AEO vs SEO: What UK Accounting Firms Need to Know Right Now.
Ready to put AI to work in your practice?
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Book a strategy consultation and see where AI and automation can save your firm the most time and win more clients.