Try it free

Accountancy workflow automation

AI agents for accountancy firms that need less chasing and cleaner client records

Kritmatta helps accountancy firms track client requests, missing documents, approval loops, tax deadlines, bookkeeping queries, and follow-ups across email, WhatsApp, portals, spreadsheets, and practice tools.

Try it freeBook a demo

30-day free trial, no card needed. Nothing goes out without your say-so.

New enquiry: pricingFrom Pembury Engineering
The email

“We need to get started on the operations review. Could you send your pricing and let us know if you have time next Tuesday?”

Drafted a reply and held two slots

Ready for you
  • Reply drafted in your outbox“Yes, we can do Tuesday at 2pm…”Draft
  • Two slots heldTuesday 10:00 and 14:00Held
Draft · Not sentReview reply

Illustrative example with fictional data.

What it does

What Kritmatta does for accountancy teams.

  1. Accountancy

    Chase missing client documents

    Prepare polite reminders for bank statements, receipts, payroll data, signatures, and tax information without manually checking every thread.

  2. Accountancy

    Summarise client email threads

    Extract questions, missing information, deadlines, and next actions from long client conversations.

  3. Accountancy

    Track approvals and signatures

    Flag accounts, tax returns, engagement letters, and reports waiting on client or partner approval.

  4. Accountancy

    Build deadline briefings

    Create daily or weekly briefings showing urgent filings, overdue client inputs, and jobs at risk.

How it works

Up and running in an afternoon.

  1. 01

    Connect your tools

    Email, chat, your CRM and the rest of the 500+. You choose what it can see.

  2. 02

    Pick a job

    Start with the one that takes up most of your week. No prompts to write.

  3. 03

    Check the first runs

    Review what it drafts and correct it. It learns from every edit.

  4. 04

    Let it run

    It does the routine work. Anything that goes out waits for your say-so.

Where to start

Where teams usually start.

With the work that already costs time every day. Each one maps to a clear job and a specific connection.

Popular first jobs for accountancy teams
  • Chase missing client records and receipts.
  • Draft follow-ups for tax return and accounts approvals.
  • Summarise client inbox threads into action lists.
  • Flag overdue payroll, VAT, accounts, and tax tasks.
  • Prepare partner-ready briefings before client calls.

Start with one job this week.

30-day free trial, no card needed. Keep the agents that earn their place.

Try it freeBook a demo

“That’s not a nice-to-have. That’s real money saved.”

Marine flooring business · A Kritmatta customer

+£17,000

a year back in staff time

Estimate based on the four hours of admin a day the customer reported saving.

Two ways to start.

Compare every plan

  • For the work you already do

    AI Agents

    From £65 per user a month

    30-day free trial, no card needed

    Try AI Agents free

  • For winning and keeping customers

    AI Outreach

    From £199 per user a month

    30-day free trial, no card needed

    Try AI Outreach free
  • EncryptedAt rest and in transit.
  • Never used for trainingWe never train on your data.
  • You choose what it seesConnect only what you want. Revoke access any time.
  • You approve what goes outNothing goes out without your say-so.
How we handle your data

Accountancy questions.

Can accountancy firms use AI agents without risking client communication quality?
Yes. Kritmatta prepares summaries, reminders, and draft replies, while humans approve sensitive client communication before anything is sent.
How can Kritmatta help accountants during busy season?
It can flag missing information, draft client chasers, summarise long email threads, and show which returns or accounts need attention first.