automatebooks
play_circleInteractive Demo

See How It Works

Watch Business Brain in action – managing tasks, answering questions, and automating workflows for accounting practices.

A

Morning, Business Brain. What do I actually need to get done today?

Good morning 👋 Here's today's critical list across the practice:

  • 3 VAT returns due in the next 2 days
  • 2 payrolls to run by 4pm
  • 1 year-end blocked, waiting on bank statements from Greenfield Designs Ltd

I'd start with the VAT returns as they carry penalties if we miss them. Want me to line up the work and draft any client chases?

A

Yes, prioritise anything due in the next 48 hours and draft the chaser emails. Keep them short and in plain English.

Done ✅

  • • Tasks created: 6 high-priority jobs assigned to the right team members
  • • Client chasers drafted: 4 emails ready to send (you just need to approve)

Here's one for Greenfield Designs Ltd:

"Hi Alex, We're nearly ready to finalise your year-end accounts, but we're still missing your bank statements for 1 Apr to 31 Mar. Could you upload these to the portal today so we can file on time? Thanks, Accountants Firm"
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How to Use This Demo

Use the play/pause and navigation controls in the chat header to step through the conversation. See how Business Brain handles real accounting workflows.