Ready-product demo

Turn accounting admin into an AI-controlled work queue.

Show partners exactly how client emails, missing records, Companies House checks, MTD readiness and document intake become routed work with human approval before anything sensitive leaves the firm.

Recovered capacity 0h 00m No approved or escalated actions yet.

Queue items routed 0 Emails, documents and compliance checks classified.

Human approvals 0 Client-facing or sensitive actions waiting for review.

Risk held back 0 Ambiguous work stopped before automatic release.

Inbox client emails

Drive / SharePoint document intake

Companies House status monitor

MTD readiness client tracking

Practice CRM approval log

Client chasing

Elmwood Services

Ready

01 Capture

Client email or document arrives in the operating queue.

02 Classify

AI identifies the client, job, missing evidence and risk level.

03 Draft

WorkflowHub prepares the next action and keeps it out of the inbox.

04 Control

Accountant approves, edits or escalates before client-facing action.

Source input

AI assessment

Intake agent Waiting

Chasing agent Waiting

Compliance agent Waiting

Audit trail Every action visible

Partner proof Capacity case

Manual load

After WorkflowHub

Run the guided demo. The capacity case will update as work is approved or escalated out of fee-earner hands.