Understand the foundations
Introduction
Get to grips with AI, agents, MCP and APIs, and understand how the pieces fit together.
All courses / Practical AI for bookkeepers
Less chasing.
More bookkeeping.
Turn client queries into one simple, automated workflow.
Learn to build AI agents that chase missing information, process client replies and send you a morning briefing. Fewer emails to manage. More time for the work that matters.
Self-paced study Ask questions as you go Lifetime access
A calmer start to your day08:00
Daily briefing agent
Your morning,
already organised.
Here’s where your client queries stand.
- Client replies received
- 07
- Queries resolved
- 12
- Need your attention
- 03
- Still outstanding
- 18
Your next actions, in one email.
Illustrative briefing · example figures
01 Less manual chasing02 Clearer client communication03 A more efficient practice
The workflow you’ll build
One sheet.
Three agents.
Everything connected.
You add the missing information as you work. Your agents handle the follow-up, bring replies back to the sheet and show you what still needs a human decision.
- 01 / YOU
Log the query
Add missing information to your Client Query Sheet during your normal bookkeeping work.
- 02 / THE SHEET
Keep it together
A central list of all outstanding queries, organised by client.
- 03 / CHASING AGENT
Send one email
On a schedule, send each client one consolidated email with their outstanding queries.
- 04 / REPLY AGENT
Close the loop
Monitor the inbox, interpret client replies and update the sheet, marking resolved items.
- 05 / BRIEFING AGENT
Start informed
Get your 8am summary of what happened and what still needs your attention.
Replies feed back into your Client Query Sheet, keeping the workflow connected.
Inside the course
Build it.
One module at a time.
Start with how AI agents fit together. Then work through a real bookkeeping workflow, from the first missing receipt to your daily summary.
Create your starting point
Client Query Sheet
Create the sheet and learn how to log the missing information you need from each client.
Make follow-up simpler
Chasing Agent
Group outstanding queries and send one consolidated email per client.
Bring answers back
Reply Agent
Process client replies and update the Client Query Sheet as information comes in.
See what needs you
Daily Briefing Agent
Bring the workflow together with an 8am summary of progress and outstanding actions.
Find your next opportunity
What Next?
Use the Who / What exercise to find the next automation opportunities in your practice.
Built around your working day
For the bookkeeper
who’s tired of asking twice.
If missing receipts, unanswered questions and scattered email threads are a familiar part of your week, this course gives you a practical workflow to build around them.
You keep doing the bookkeeping. The agents help with the repetitive follow-up, so you can focus on the queries that need your attention.
Enrolment open · launches 19 October 2026
Make chasing clients
a smaller part
of your day.
Learn the workflow. Build the agents.
Put AI to work in your bookkeeping practice.
Your course
£99
One payment. Lifetime course access.
10 places in total
Check current availability at checkout.
- Self-paced study from 19 October 2026
- Lifetime access after purchase
- Access to ask questions as you go
- All six course modules
- One connected client query workflow
- Chasing, reply and daily briefing agents
- The Who / What automation exercise
Buy now to secure your place. Course content opens on 19 October 2026.
A few useful answers
Before you
get started.
Can I buy before the course launches?
Yes. Purchase your place now for £99. The course opens on 19 October 2026, when you can start studying at your own pace.
How many places are available?
There are 10 places in total. The remaining-place count updates from purchases, and checkout closes when the allocation is sold out. Places being held in checkout are shown separately.
Is the course live or self-paced?
It is self-paced study. Once the course opens, work through the modules at a pace that suits you, with access to ask questions as you go.
How long will I have access?
Your purchase includes lifetime access to the course. Return to the lessons whenever you need them after the course opens.
What will I learn to build?
A client query workflow built around a central sheet and three AI agents: one to chase outstanding information, one to process replies, and one to send a daily briefing.
Is this course specifically for bookkeepers?
Yes. The example workflow follows the client queries and missing information you deal with during normal bookkeeping work.
Does the course cover the AI basics?
The first module introduces AI, agents, MCP and APIs, and explains how they fit together before you work through the workflow.
What happens after I build this workflow?
The final module uses a Who / What exercise to help you identify other tasks and processes in your practice that could benefit from automation.