Pilot opening for 5 UK practices · summer

Built by an accountant's friend.
An automation layer for the work no one wants to do.

Hi, I'm Manny — I'm building this with UK accountants, not at them. Five AI agents that quietly handle the meeting follow-ups, the inbox triage, the engagement letters, the chasing. You stay the partner; the agents do the keep-up work.

Drafts before sends UK & EU hosting Full audit log
AI agent · invoice chase
X
Xero · 4 overdue invoices
Read-only · no write-back
Drafted, awaiting your review
Hi James — just nudging on invoice #INV-1042 (£4,820, 18 days overdue). Happy to split if easier — let me know by Friday.
Auto-send: OFFPer-client opt-in
AI agent · meeting follow-up
Drafted in your voice · ready to send
Re: Q3 planning · 32m call
Hi James — thanks for the call. Quick recap and the actions we agreed:

• Send Q3 management accounts by Tue
• Confirm dividend policy by EOW
• File CT600 once draft approved

Shout if I've missed anything.
In your tone3 actions captured
2–25 people firms
Partner-led practices where one person carries too many hats.
All across the UK
Built around UK accounts: HMRC deadlines, Companies House, year-end.
Xero or QuickBooks
AI agents plug into the books you already keep — never replace them.
The AI agents

Five everyday jobs they quietly take off your plate.

AGENT-01
Meeting Follow-Up Drafter
After every client call, forward your meeting notes to one address — the AI agent emails back a polished follow-up in your voice within minutes. Works with the way you already capture notes: typed, dictated to your phone, or forwarded from a video-call transcript. You review and send.
  • Works with your existing note-taking habit, no new tool to learn
  • Drafts in your tone, ready for one-click send
  • Captures who-does-what-by-when so nothing slips to Friday
ToolsEmailMeeting notes
AI agent · meeting follow-up
Drafted in your voice · ready to send
Re: Q3 planning · 32m call
Hi James — thanks for the call. Quick recap and the actions we agreed:

• Send Q3 management accounts by Tue
• Confirm dividend policy by EOW
• File CT600 once draft approved

Shout if I've missed anything.
In your tone3 actions captured
AGENT-04
Document Inbox Triage
When a client emails attachments, the AI agent files each into the correct client folder based on the inbox label you’ve applied, and replies "thanks, received" in your voice. You stop touching client documents twice.
  • Label-scoped, so only the inbox streams you choose are watched
  • Per-client folder routing inside your existing document-storage structure
  • Acknowledgment in your voice, from your domain — clients see no change
ToolsEmailDocument storage
AI agent · inbox triage
Q3 bank statements.pdf
From a 6-person practice in Manchester
Filed → /Clients/Manchester/2026
P32 payroll summary.xlsx
From a sole practitioner in Bristol
Filed → /Clients/Bristol/Payroll
Asset receipts.zip
From a partner at a Yorkshire firm
Filed → /Clients/Yorkshire/Assets
Auto-reply sent in your voice · label-scoped
AGENT-06
Engagement Letter Generator
For each new client, fill a short form and within 15 seconds you’ve got a populated engagement letter Doc, a PDF in your document storage, and a draft email to the client with the PDF attached. The AI agent uses your own master template — no proprietary format. You review the PDF, send the draft when you’re happy.
  • Works with your own engagement-letter master template
  • Saves to your existing document-storage structure; never modifies your master
  • Draft sent from your domain; sending is always your action
ToolsMaster templateDocument storageEmail
AI agent · engagement letter
Generated in 12s
From your template
DocEngagement Letter — populated
PDFSaved to /Clients/New/2026
EmailDrafted with PDF attached
Sending stays your action.
AGENT-05
Invoice Chase (Draft-First)
Connects to your accounting system (starting with Xero in v1) and reads your overdue invoices. Drafts polite branded chase emails per client on the schedule you control, and queues them for your one-click review. Auto-send is off by default and only available once you’ve seen the drafts you trust. All actions are logged and reviewable inside BiznezStack — no write-back into your accounting system in v1.
  • Connects to your accounting system (read-only in v1) — no write-back risk
  • Drafts only; partner reviews every send during the trial
  • Per-client opt-in, one-click pause for any client
ToolsAccounting systemEmail
AI agent · invoice chase
X
Xero · 4 overdue invoices
Read-only · no write-back
Drafted, awaiting your review
Hi James — just nudging on invoice #INV-1042 (£4,820, 18 days overdue). Happy to split if easier — let me know by Friday.
Auto-send: OFFPer-client opt-in
AGENT-10
Document Collection Checklist
Self-assessment season, year-end accounts, new-client onboarding — all need specific documents from clients. You set a chase list once per client × service; the AI agent emails ONE consolidated chase per client per run listing everything still outstanding. You mark items received as they arrive; the agent stops chasing those automatically.
  • One consolidated chase per client per run — never one-email-per-item spam
  • Per-client opt-in mandatory; you enable each chase list explicitly
  • Draft-only for the entire trial — partner sends every email manually
ToolsEmailInternal checklist
AI agent · doc checklist
One consolidated chase · self-assessment season
3 items still outstanding for this client
Bank statements (Apr–Mar)
Sales invoices export
P60 / P11D copies
Asset purchases over £500
Rental income summary
Draft-only · partner sends every email
How it works

From a 30-minute chat to work happening on its own — in under a day.

No black box. No big migration. The automation layer sits beside the books you already keep — Xero, Gmail, your document storage — and quietly takes the keep-up work off your desk.

01
Tell me what eats your week
We start with a 30-minute conversation. You describe the work that’s draining time — chasing, doc admin, follow-ups. No tech jargon needed.
02
Connect the apps you already use
I’ll set up the connections — your accounting system, email, document storage. Read-only where possible. Takes about an afternoon.
03
We tune it to your firm
Tone, escalation rules, who gets approval, what stays manual. I sit with you through it. You’re never handed a black box.
04
AI agents quietly do the work
Drafts get queued, clients get nudged, notes get written up. You see everything in one place and approve where it matters.
Audience

Built for practices like these.

A Yorkshire practice
4 partners, ~120 clients
A Birmingham practice
Solo partner, ~60 clients
A Edinburgh practice
2 partners, ~80 clients

Composite profiles describing the target practice shape; BiznezStack is pre-launch.

Connections

Plugs into the apps your practice already runs on.

Read-only where possible. UK and EU hosting. A sub-processor list available on request. The AI agents work alongside your stack — never on top of it.

Accounting
XXero
QQuickBooks
FFreeAgent
SSage
Email
GGmail
OOutlook
MMicrosoft 365
FFastmail
Document storage
GGoogle Drive
DDropbox
OOneDrive
SSharePoint
Calendars & calls
GGoogle Calendar
OOutlook Calendar
ZZoom
TTeams
Security

Pre-launch and honest about it.

No SOC 2 yet. What we have: read-only access where possible, drafts before sends, full audit log, hosting in the UK and EU, sub-processor list on request. As we scale, the certifications come — but I'd rather tell you what we have today than wave a banking term we haven't earned.

From the founder

I'm building this with UK accountants — not at them.

I'm Manny. Over the past year I've watched the small UK practice get overlooked while every other industry gets new tools thrown at it. Before I go any further, I want to sit with 20 partners and listen — what eats your week, what you've already tried, what you wish would just go away. The page above is what I'm hearing so far. The 30-minute chat at the end is where you tell me where I've got it wrong.

Manny Maun · London
FAQ

Things people ask before booking.

Is this a sales call?
No. I'm researching. The AI agents are real and I'd happily walk you through them, but if all that comes out of our 30 minutes is me understanding your week better, that's a win.
Where does my data go?
Hosted in the UK and EU. Read-only access into your accounting system in v1, so we can't write back. Nothing you tell me on the call leaves my notes. I won't record unless you agree, and I'll never quote you without asking.
How long until the AI agents are ready to use?
I'm aiming for a usable v1 with the first 1–2 partner practices in roughly 8–10 weeks. Wider rollout depends on what these conversations tell me.
Do I have to commit to anything?
No. You book 30 minutes, we talk. If a paid pilot makes sense later, we figure it out then.
What happens after the call?
I send a thank-you and a short note of what I heard. After that, I only follow up if you ask me to.
Will the AI agents send emails to my clients without me seeing them?
Not in the trial. Every chase, every reply, every follow-up is drafted first and sits in your queue until you click send. Auto-send only unlocks per agent, per client, after you've seen drafts you trust.
Do you write back into Xero or QuickBooks?
Not in v1. The accounting connection is read-only. The automation layer reads your overdue invoices and drafts the chase — your books stay untouched.
What if I'm not in London?
The page above is for UK practices everywhere. I'm based in London but the conversations are over video. I'd love to hear from a sole practitioner in Bristol, a 6-person practice in Manchester, a partner at a Yorkshire firm, a Birmingham bookkeeper, a 4-person practice in Edinburgh — anywhere in the UK.
30 minutes · weekdays · video

Book a 30-minute chat.
No pitch. Just listening.

Tell me what eats your week. I'll show you where the AI agents would help — and where they wouldn't. You get my notes back after the call.

  • 30 minutes, video call (Zoom or Teams — your choice)
  • Weekdays, 9am–5pm UK
  • No prep needed — bring whatever's on your mind this week
  • You get a summary of what I'm hearing across UK practices
Privacy-first
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Prefer email? Ask a quick question — manny@biznezstack.com