AI for accountancy practices that handle sensitive client data
Evoloop builds governed AI workflows for accountancy practices using Microsoft 365. Reduce repetitive admin around tax deadlines, client queries, and document handling while keeping full control over sensitive financial data. Every workflow includes human approval gates and audit trails.
Where accountancy firms lose time every week
Repetitive client queries
The same questions about Self Assessment deadlines, missing documents, and return status, handled manually every time
Document chasing at tax deadlines
Invoices, receipts, bank statements, and HMRC correspondence arriving in different formats across email, post, and portals
Onboarding and AML checks
New client setup, engagement letters, and anti-money laundering verification eating into fee-earning time
Manual deadline communications
Self Assessment reminders, VAT return notices, year-end updates, and Companies House filing alerts sent manually to each client
Scattered client records
Client history, HMRC correspondence, and working papers spread across Outlook, SharePoint, and practice folders
Safe first workflows for accountancy practices
Email triage and routing
Categorise client correspondence by type and urgency. Route HMRC notices, client queries, and bank requests to the right team member. Human review before any response.
Tax document processing
Extract key data from invoices, receipts, P60s, and HMRC correspondence. Draft summaries for review before anything is filed or actioned.
Client onboarding and AML checks
Streamline engagement letters, identity verification, and setup tasks. Approval gates ensure nothing goes out without sign-off.
Knowledge retrieval across Microsoft 365
Search client history, prior-year returns, and working papers across Outlook, SharePoint, and OneDrive without opening every file. Scoped to approved data sources.
Practical admin reduction, not hype
91% of accountants are using or planning to use AI (Wolters Kluwer, 2025). The question is not whether your practice adopts AI. It is whether you control how it happens.
Less time on email sorting
Incoming correspondence categorised and routed automatically. Your team reviews the result, not the backlog.
Faster document handling around tax deadlines
Key data extracted from receipts, invoices, and HMRC letters in seconds. Draft summaries ready for review before filing.
Fewer manual client communications
Self Assessment reminders, VAT return notices, and routine updates drafted and queued for approval. No more copy-pasting the same email.
Client knowledge at your fingertips
Find prior-year returns, correspondence, and working papers across Microsoft 365 without digging through folders.
These are not projections. They are the routine tasks that consume hours every week in most accountancy practices, particularly around January and April deadlines. Governed AI workflows handle them reliably, with your team always in control.
Built for practices that handle confidential financial data
- Governance built around ICAEW, ICAS, and ACCA ethical obligations
- Human approval gates at every critical step, including client-facing outputs
- Scoped permissions: AI only accesses the data you approve
- Structured audit trails for every AI action, reviewable at any time
- Deployment within your Microsoft 365 tenant, or private infrastructure for stricter requirements
- Compatible with anti-money laundering (AML) record-keeping requirements
Every workflow is designed around your regulatory obligations. Evoloop does not deploy AI that acts without human oversight. Where appropriate, workflows run within your Microsoft 365 environment. For stricter requirements, private deployment options are available.
Private deployment options available for firms with stricter confidentiality requirements. Learn more
Relevant services for accountancy practices
Not sure where to start? Begin with a Workflow Audit
Find out where practice automation saves you the most time
Book a 30-minute workflow review. You will get an honest assessment of where AI fits your practice, with no obligation.