Change the way you see AI,
in one week.

The knowledge of building and working with artificial intelligence,
for your business and the way you work.

We find the work AI can take off you, and price it.
The report gives you the confidence to make your own decisions on AI.

That’s what this is.

Pay and bookBook a callSee what you get →

What you get

A week, a written report, and a conversation about it.

One week

intake Monday, report day 7

£2,500

fixed, agreed before we start

Three hours

of your team’s time, total

  • Where your time goes

    The recurring work, by role, with a real number attached.
    Most firms have never added this up.

  • Every opportunity assessed

    Scored on value, effort, risk and how easily it could be undone.

  • Three things worth doing first

    Costed, with what’s involved, specific enough to act on without me.

  • What’s not worth automating

    And why.
    Including the things you were probably hoping I’d say yes to.

  • Quick wins you can do yourself

    This month, without help from anyone.

  • What to watch

    Where your client information is going, and what your team is already doing with AI that you may not know about.

Every opportunity assessed

Work out which work is which

Every recurring workflow placed in one of four lanes, with the reasoning on each line, so you can weigh the call yourself.

Machine

3

Runs unattended

Hybrid

4

Drafts, then a signature

Human

3

Costs more than it saves

Leave alone

2

Not now, maybe not ever

Machine

Assembling the VAT return workings

Same inputs, same schedule, an answer that reconciles or does not. The rules are HMRC’s and they are already written down.

Value if it movesEffort to change it Reversible

Hover or tap any line for the reasoning behind it. These twelve belong to the invented accountancy practice in the example report; yours carries your own workflows, usually more than twelve.

I have drawn that line in software and got it wrong first. My systems never send a document until a person signs it off.

How it works

Under three hours of your time. That’s the whole ask.

Your team’s time, all week

3h 00m

Four sittings, drawn to scale. No data extracts, no system access and no preparation, because engagements die of homework.

Day 0

A short form. Eleven questions, all answerable off the top of your head.

Send a couple of real working documents if they are easy to find. People describe a process as it should be, and documents show what it is.

Owner or office manager · 15m

Day 1

A call about the whole business, with a screen-share of how work moves.

Owner · 90m

Day 2

A call with someone who does the day-to-day. The best findings come from this one.

Someone in operations · 30m

Days 3–5

Analysis and drafting, with the occasional short email question as gaps appear.

Nothing needed from you

Day 7

The written report, delivered and walked through on a call.

Owner · 45m

No data extracts, no system access, no preparation.

What I’ll need from you

Not much, and nothing you’d have to go digging for.

A short form, about 15 minutes. What the business does, what you produce for clients and how often, what software you use and whether anyone has tried AI. All off the top of your head.

A few example documents, if they’re easy to hand. A report or proposal you send to clients, any template your team works from, and skip anything that is a hassle to find.

If you don’t have numbers to hand, that’s normal. We’ll work them out together on the call.

Why it’s different

Most AI assessments hand you a list of possibilities and leave you to work out which are real. You end up better informed about AI and no clearer about your business.

This is the opposite. You’ll finish it able to judge the next AI pitch that lands in your inbox, with three specific decisions already made.

Every recommendation comes with the reason behind it, so you can explain it to a partner or a board without me in the room.

Sample extracts

How the report reads

Three entries from the report below, for a 28-person accountancy practice I invented. Every figure is made up, but the structure and the reasoning are what you get.

Section 4: what’s not worth automating

Drafting client advice letters

Not suitable
Who
Three partners, and two of the qualified staff
Current cost
14 hours a week, £28,980 a year in chargeable time

Why

Every letter turns on a judgement about that client, and the wording carries professional liability. The problem is that AI writes something that reads well and is quietly wrong, and that SURVIVES REVIEW. A partner skimming a tidy letter about a client they know is checking the tone, not the facts. I do not think the time saved is worth it.

What I checked before saying this

Eleven letters from the last quarter, and no two shared a structure. The reasoning in each turned on something your systems do not hold. A conversation, a plan the client has mentioned, a view on how HMRC has treated them before.

What would change this

Nothing on the current evidence. If a fixed subset follows a standard structure, the routine ones confirming a filing position you have already agreed, it would be worth another look. On what I saw that is about one letter in nine, so it is narrower than it looks and I would not build for it yet.

Section 2: opportunity register

Preparing VAT returns and quarterly filings

Do now
Who
The four-person bookkeeping team
Current cost
21 hours a week, £43,470 a year
Effort
~6 days to build, plus a day of your time on the review rules
Risk
Low, and checkable. A return either reconciles or it does not.
Reversibility
Complete. The workings are the same spreadsheet you use now.

Why

HMRC set the rules, they are on paper, and the answer is arithmetic. The 21 hours do not go on deciding anything. They go on pulling figures out of nine different bookkeeping systems and lining them up. That is assembly, and machines are good at assembly.

Where the line sits

It drafts the return and the workings. A person reviews and files. Nothing reaches HMRC without someone pressing submit, and the draft carries the reconciliation so the reviewer can see what it did instead of taking its word.

Section 5: quick wins

Chasing clients for records and signatures

Do it yourself
Who
The practice manager, and every junior in January
Current cost
26 hours a week, £53,820 a year, the largest line in the report

You don’t need anything built for this, and you don’t need me. Your practice management system has scheduled reminders with an escalation rule, and it sits switched off. Turning it on and writing the four chase templates takes an afternoon.

What it fixes and misses

It removes about nine of the 26 hours: the first and second chase, where most of the time goes and none of the judgement is. The rest is the twelve clients who need a phone call, and a reminder was never going to move them. Worth knowing before you call the problem fixed.

See a finished report

The extracts above are three entries out of nine. This is the whole report for that firm, end to end.

Read the example report

Who it’s for

Businesses of roughly 10 to 50 people where expensive people are doing work that doesn’t need them (professional practices, consultancies, agencies).

If you already have an in-house technology team, you probably don’t need me.

Price

£2,500, fixed.

Not a day rate, not open-ended.

Paid up front. If you get to the end and don’t think it was worth it, I’ll refund it.

If I find nothing worth doing, I’ll tell you that, and the report will say so.

The audit

Get started

Book it now

£2,500 fixed, paid up front, refunded if it disappoints.
Or ask me anything first: twenty minutes, no obligation.

Pay and book