The AI TillBy trade · UK
AI tools for accountants and bookkeepers
Jobs where AI tools can help: client emails, meeting notes, document summaries and bookings. These are tools we think suit this kind of business. Each links to its checked price and free plan.
Bookkeeping and banking
Xero
Cloud accounting for invoices, bank feeds, VAT and payroll, with AI-assisted features.
QuickBooks
Cloud accounting with invoicing, expenses and VAT, plus Intuit Intelligence AI features (some in beta).
FreeAgent
UK accounting software for sole traders, partnerships and small companies.
Admin and email
Fyxer
An AI assistant that sorts your inbox, drafts replies in your tone and records meetings.
Otter.ai
Records and transcribes meetings on Zoom, Teams and Google Meet, or in person on your phone, with AI summaries.
Claude
An AI assistant that is good with long documents, careful writing and summaries.
Gemini Notebook (formerly NotebookLM)
Upload your own documents and ask questions that are answered from them, with references back to the source.
Calendly
Online booking links that let customers pick a time that suits your calendar.
Zapier
Connects your apps so routine tasks happen automatically, for example new enquiry to spreadsheet to email.
Meetings and notes
UK pricing
Tools here that publish prices in pounds: Xero, QuickBooks, FreeAgent. Many of the others price in US dollars. US-based call-answering services need checking for UK number support before you sign up.
Prompts to try
- Turn notes into a to-do list
- Reply to a complaint
- Find my selling points
- Turn a job into a post
- Set payment terms
- Offer email
Free tools
Price a job with the quote and VAT calculator or work out your day rate.
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