AI systems for accounting firms

Grow your firm without growing your team.

We help accounting firms do more with the people they already have. We find the repetitive work, put AI and automation on it, and lift your revenue per employee, so busy season stops meaning more hires.

Get a free firm audit → Book a call

For firms doing $1M+ in revenue that want to grow, not stand still.

Built for the tools your firm already runs on

QuickBooksXeroKarbonTaxDomeExcel

Sound familiar?

Every firm we help starts with at least one of these

You're stuck at capacity

When you win more clients, you have to hire, and good accountants are expensive and hard to find. Every bit of growth eats your margin.

You can't clone your best people

One senior manager knows how everything runs. You can't easily replace them, and you can't scale them across more clients.

You know AI could help, but where do you start?

The partners want AI in the firm. Nobody has time to work out where it actually pays off, or the systems to make it stick.

How we work

What does working with us look like?

Plain and simple: we make each person in your firm able to bill more, without you hiring more.

Find where the hours go

A firm audit that maps your workflows (tax prep, bookkeeping, month-end close, onboarding) and shows exactly where time and margin leak, with the ROI of fixing each one.

Put AI on the busywork

Automations and AI agents for the repetitive work like data entry, document chasing, client comms and reporting, connected to the tools you already use such as QuickBooks and Xero.

Lift revenue per employee

On a simple monthly retainer we run and improve your systems, so each person handles more clients and your revenue per employee climbs while headcount stays flat.

See where your firm leaks time →

The numbers that matter

What good looks like after we're in

Revenue
per employee ↑

The KPI we optimise for

Hires
avoided

Add capacity without payroll

Hours
back / week

Especially through tax season

Clear
ROI

Numbers you can show the partners

We lead with revenue per employee and back it with headcount saved, the two numbers partners care about most.

How working with us looks

Three steps. No jargon.

01, AUDIT

We find the opportunity

We review your firm and hand you a plain-English plan: what to automate first and the expected ROI. Yours to keep, whether we work together or not.

02, BUILD

We build the systems

We build and connect the automations and AI agents, tested against your real workflows and the software you already run.

03, RUN

We run & improve it

On a monthly retainer we monitor, refine and expand, and you watch the revenue-per-employee number move.

Case studies

Real clients. Real results.

The same audit-first, data-led approach, across agencies, media, e-commerce and education. Click any one for the full story.

Translate CultureAgency

JuicedBoutique agency

Treasure TressE-commerce & community

MiniMBAEducation

BBC StudiosMedia & broadcasting

Click any "Case" to read the full story.

Who it's for

What our best-fit firms have in common

$1M+

Real revenue

Doing $1M+ a year, ideally $5M+, enough scale for AI to move the numbers.

Growth

You want to grow

Not a lifestyle practice. You want more clients and more margin, not just to coast.

Repetitive

Lots of routine work

Tax prep, bookkeeping, close and onboarding, rules-based work AI can take on.

Bought-in

Partners ready for AI

Leadership sees AI as the next lever and is ready to invest in doing it properly.

Get a free firm audit →

Questions partners ask

Straight answers

We lead with revenue per employee and back it with headcount saved. The free audit shows the expected return, task by task, before you commit a penny, so the numbers are clear from day one.

No salary, no six-month ramp-up, no single point of failure. You get a team that has built these systems before, for a monthly fee, and you keep everything we build.

Yes. We build on top of the tools you already run, QuickBooks, Xero, and most practice-management and tax platforms, so nothing has to be ripped out.

Firms doing $1M+ in revenue, ideally $5M+, that want to grow. If you're happy coasting, we're probably not the right fit.

The audit lands within days. First automations are typically live within weeks, often in time to take pressure off the next busy season.

Free playbookThe Firm Owner's Guide to Growing Without Hiring

Free playbook

Grow without hiring, the exact plays

Where AI pays off first in a firm, how to add capacity through tax season, and how to prove the ROI to your partners. Straight to your inbox.

Thanks, your playbook is on the way.

Grow the firm without growing headcount

Book a free firm audit and we'll show you exactly where AI lifts your revenue per employee, with the ROI, before you commit.

Get a free firm audit → Book a call

For accounting firms doing $1M+ in revenue.

Blog & resources

Resources for growing firms

Plain-English guides on using AI to add capacity, lift revenue per employee, and prove the ROI to your partners.

KPIs

Revenue per employee: the one number that tells you if AI is working

Coming soon· 6 min read

Capacity

How to add capacity in tax season without hiring

Coming soon· 7 min read

ROI

How to prove the ROI of AI to your partners

Coming soon· 8 min read

Automation

5 tasks every accounting firm should automate first

Coming soon· 5 min read

Hiring

AI systems vs. hiring an in-house AI person: what it really costs

Coming soon· 6 min read

Cutting your month-end close from days to hours

Coming soon· 7 min read

Get new resources by email

Practical, no-fluff guides for firm owners. No spam, unsubscribe anytime.

You're subscribed, new resources are on the way.

← Back to case studies Agency

A team-meeting loop that keeps everyone accountable, and the founder in the know

Translate Culture, a UK agency of under ten people, was moving fast but tasks kept slipping between the tracks. The founder had no clear view of who was doing what, no data to back up each client's value, and little to show investors about where the team's effort was going.

Full

Founder visibility on team effort

Client LTV

Backed by real data

Accountable

Tasks stop slipping through

1. At a glance

Client: Translate Culture

Sector: Agency

Size: Team of under 10

Region: UK

Service: "The Loop", a team-meeting accountability system built in Notion

2. The challenge

A small team moving fast, with things slipping and the founder flying blind.

Tasks slipped between the tracks. With no clear owner on each piece, work quietly fell through the cracks.
The founder was flying blind. No real-time view of who was doing what, or where effort was going.
No data to back the story. Nothing to prove each client's value (LTV), or to show investors where the team was focused.

3. The solution

We built The Loop, a team-meeting accountability system inside Notion, designed by reverse-engineering the end goal.

Reverse-engineered goals. Every end goal broken into parts, with a clear owner on the team for each one.
A live meeting loop. Collects feedback on each member's effort and moves every task forward or back, right in the weekly meeting.
Founder alerts. Flags the moment something starts slipping between the tracks, so nothing goes missing.
Data that backs decisions. Clear visibility into client LTV and where effort is deployed, ready for investor conversations.

4. The results

The team stays accountable and tasks actually get done.
Members move with more efficiency, with work flowing instead of stalling.
The founder has full visibility, plus data to back client LTV and investor discussions.

"The Loop transformed how we work. The Notion process, data approach and dashboards Regis built give us full visibility on team and client activity. We've gained back hours in productivity, and data is now at the core of our weekly meetings, helping us stay on top of everything and make smarter decisions."Masibu Manima · Founder, Translate Culture

Conclusion

The Loop turned Translate Culture's meetings into a system, breaking big goals into owned tasks, keeping a small team accountable, and giving the founder the data to steer the business and talk to investors with confidence.

Want this kind of visibility?

Get a free audit and we'll show you where clean data and dashboards pay off.

Get a free audit →

← Back to case studies Boutique agency

Proving a talent campaign's impact, and setting the standard for the partnership

Juiced, a two-person boutique agency in the UK, had run a campaign with one of their talents for a paying client, but no clear way to show that client how much visibility the campaign gained or how much it actually promoted their product.

2×

Avg Food & Drink CTR on Instagram

Renewed

Contract case strengthened

Benchmark

Standard set for the partnership

1. At a glance

Client: Juiced

Sector: Boutique agency (talent & creators)

Size: Team of 2

Region: UK

Service: "The Benchmark", a standardized campaign-impact report

2. The challenge

A campaign had run with one of their talents, but its value to the paying client was hard to prove.

Impact unproven. No clear way to show the client how much visibility the campaign gained, or how much it promoted their product.
Renewal at stake. They needed a solid, data-backed case for the client to renew.
No standard. No repeatable way to report impact or set expectations for working together.

3. The solution

We built The Benchmark, a standardized campaign-impact report Juiced can run for any client, in any industry.

Report on the talent campaign. Measured exactly how much visibility the campaign gained and how much it promoted the client's product.
Benchmarked to the industry. Added key industry nuggets so the client could see the numbers in context, like 2× the average Food & Drink CTR on Instagram.
Set the standard. Gave the client a clear picture of the value delivered, and set the standard for how future work is measured, repeatable across clients and functions.

4. The results

2× the average Food & Drink CTR on Instagram, proof the campaign reached the right audience.
A stronger renewal case with the paying client.
Key industry nuggets and a repeatable standard for reporting impact.

"Our report gave us clear, actionable data on our partnership campaign. The insights not only strengthened our contract renewal case but also revealed golden nuggets for upsell opportunities. We saw double the average CTR for Food & Drink on Instagram, proof we're engaging the right audience."Nas Sherifi · Director, Juiced

Conclusion

The Benchmark gave Juiced a repeatable way to prove campaign value to paying clients, strengthen renewals, and set the standard for every partnership, whatever the talent or industry.

Prove what's working, and grow it

Get a free audit and we'll show you the story hiding in your data.

Get a free audit →

← Back to case studies E-commerce & community

A community-first system for capturing what really happens at events

Treasure Tress, a medium-sized UK brand, runs on its community and in-person events, but had no standard way to capture what happened at those events or the feedback their community gave, making it hard to see which channels delivered lasting value.

Standardized

Way to capture events & feedback

Community

Feedback captured before & at events

Channel

Value made clear

1. At a glance

Client: Treasure Tress

Sector: E-commerce, community & events

Size: Medium-sized team

Region: UK

Service: "The Pulse", a community-first engagement system (event capture + SOPs)

2. The challenge

A community-led brand with lots happening at events, but no standard way to capture it.

Events without a standard capture. Information from in-person events wasn't captured consistently.
Community feedback scattered. No standard place or process for what the community told them.
Channel value unclear. Hard to see which channels delivered lasting value versus short-term noise.

3. The solution

We built The Pulse, a community-first engagement system with a feedback loop at its heart.

A standard way to capture events. A consistent method for capturing information before and at in-person events, every time.
Processes and SOPs. Standardized steps so the team always sees exactly the event information they need.
Community feedback in the loop. Captures what the community gives back, feeding straight into channel-value analysis.

4. The results

A standardized way to capture events and community feedback.
Community feedback flowing into one place they can act on.
Clarity on which channels deliver lasting value.

"With Griot Data, we finally see which channels deliver lasting value. Their practical approach means we get insights we can use right away to support our growth and our community."Jamelia Donaldson · CEO / Founder, Treasure Tress

Conclusion

The Pulse gave Treasure Tress a repeatable, community-first way to capture events and feedback, and finally see which channels build lasting value.

Know which channels truly pay off

Get a free audit and we'll show you where your lasting value comes from.

Get a free audit →

← Back to case studies Education

A clean data baseline and a clear funnel to reach the right people at the right time

MiniMBA, a 30+ person UK company, had data scattered across different sources and CRMs with no real categorisation, of either their ICP or their traffic, right as they were relaunching their website and moving to a new CRM.

Clean data

Accurate, with certainty

Clarified funnel

See who engages, where & when

ABM + B2C

Engage the right people accurately

1. At a glance

Client: MiniMBA

Sector: Education / online learning

Size: 30+ team

Region: UK

Service: "The Baseline", a data audit, clean-data standard & clarified funnel

2. The challenge

Scattered, uncategorised data, in the middle of a website relaunch and a CRM change.

Data everywhere. Spread across different sources and CRMs, with no real categorisation of ICP or traffic.
Moving parts. A website relaunch and a CRM change made an already messy picture worse.
No certainty. The data couldn't be trusted to engage the right people at the right time.

3. The solution

We ran a clear audit, then built The Baseline, a clean-data standard and a clarified funnel.

An audit first. Mapped where the data lived, how it flowed, and where it broke.
A clarified funnel. See exactly where each individual engages on the new website, and where and when ICPs in particular engage.
A baseline data-cleaning standard. A repeatable list and process so accurate data flows in with complete certainty.
Ready for ABM and B2C. Clean enough to engage at account-based marketing level and at the individual B2C level, accurately.

4. The results

Clean, accurate data coming in with certainty.
A clarified funnel showing who engages, where and when.
Confident engagement at both ABM and B2C level.

"Griot Data has allowed our marketing and sales team to gain invaluable insight on our ICP and more especially building the structure we can rely on to contact our ICP at the right time. Thanks to their process and patience we were able to build a system we can now rely on accurately to see and understand our customer journey end to end and build on top of it."Tim Plyming · CEO, MiniMBA

Conclusion

With The Baseline in place, MiniMBA could relaunch their website and switch CRM on clean, trusted data, with a clear funnel that shows exactly who to engage, where and when, at both ABM and B2C level.

Reach the right people at the right time

Get a free audit and we'll map your customer journey and ICP.

Get a free audit →

← Back to case studies Media & broadcasting

Mapping the BBC Studios YouTube ecosystem

BBC Studios ran a large, complex ecosystem of YouTube channels, with no certain view of which were most profitable, or how audiences behaved beyond the views on a single episode.

Most profitable

Channels identified with certainty

Live

Data-based decisions

Channel-level

New perspective on ICP

1. At a glance

Client: BBC Studios

Sector: Media & broadcasting

Service: YouTube ecosystem clarity, channel profitability & channel-level ICP

Region: UK

Scope: International

2. The challenge

Clarifying the entire YouTube ecosystem of the BBC Studios channels was no small task.

A sprawling ecosystem. Many YouTube channels, hard to read as a whole.
Profitability unclear. No certain view of which channels actually paid off.
ICP by episode, not channel. Audience understood only at the single-video level.

3. The solution

We built a system that made the whole ecosystem legible, and decisions provable.

Mapped the ecosystem. Brought the full set of BBC Studios YouTube channels into one clear view.
Identified the winners. Pinpointed the most profitable channels with certainty.
Reframed ICP. Understood the audience at a channel level, live, beyond one episode's views.

4. The results

Most profitable channels identified with certainty.
Decisions made on live data.
A new, channel-level perspective on ICP across YouTube and other channels.

"Regis' work to help us clarify the entire YouTube ecosystem of the BBC Studios channels was not a small task. The system built helped us identify our most profitable channels with certainty and really make decisions based on data, live, and understand our ICP on YouTube and other channels with a new perspective, beyond views of one episode but rather as a channel entirely."Margo Swandley · BBC Studios

Conclusion

BBC Studios went from a hard-to-read set of channels to a clear, live view of what drives value, and a channel-level understanding of their audience they can keep building on.

See what really drives your channels

Get a free audit and we'll show you where the value hides in your data.

Get a free audit →