We help accountancy firms, wealth managers and insurance brokers use AI to automate the back-office tasks eating their margins — quietly, securely, without ripping out the software you already use.
Book a 30-minute callNo pitch deck. We'll ask about your workflows and tell you honestly whether there's anything worth automating.
| Chasing client documents | −4.5 |
| Re-keying data across systems | −3.0 |
| Inbox triage & repeat queries | −5.5 |
| Onboarding back-and-forth | −2.0 |
| Document chase, automated | +4.1 |
| Data entry, automated | +2.8 |
| Inbox triage, automated | +4.6 |
| Onboarding flow, automated | +1.7 |
| Recovered per fee-earner, weekly | +13.2 |
Chasing clients for documents. Re-keying the same data into three systems. Triaging an inbox where half the messages are questions you've answered a hundred times. Onboarding that takes three weeks of back-and-forth for two hours of actual work.
It's not a people problem. Your team is good. The work is just badly shaped — and every year it quietly caps how many clients you can take on without hiring.
Almost every failed AI project starts the same way: someone buys the technology, then goes looking for a problem to point it at. BackOfficeLabs does it the other way round. We find where the work is genuinely costing you — only then recommend a build for that.
You receive a six-page report you own outright. Build it with us, build it with someone else, or build nothing — the audit stands on its own.
Where time goes across your engagement lifecycle — by task, by person, by hour. Real numbers, not estimates from a discovery call.
What your current tools — Xero, Karbon, IRIS, whatever you run — can already do that you're not using. Often the cheapest wins live here.
Every automation candidate, scored by hours saved against effort to build. Sequenced, so you know what to do first and why.
The things that look automatable but aren't worth it. You get this in writing. It's the page most clients say they trust the most.
Every automation we propose has to pay for itself in saved hours within a defined window. If the maths doesn't work, it doesn't go in the recommendation. This is why the audit comes first — we'd rather tell you "your stack is fine, here are three settings to change" than sell you a build you don't need.
Most AI agencies will take any client in any industry. We don't. The depth is the point.
We work only with financial-services firms. We're not learning your world, your software or your obligations on your time — we already speak it.
You work directly with the two people whose names are on the firm. No account managers, no juniors you never meet, no hand-off after the sale.
We tell you what's worth automating and what to leave exactly as it is. A recommendation you can trust is one that sometimes says "don't."
Your clients' data sits under real regulation. We design for confidentiality and accountability from the first conversation, not as an afterthought.
You work with your clients' financial information under real obligations. We treat it accordingly — and we put the terms on the table before any data changes hands.
You sign a data processing agreement before we touch a single system. The terms are settled before the work is.
You know exactly who works on your systems. Access is granted for the task and removed when it's done.
Your clients' information is used to run your automations — nothing else. Never to train models or build for another firm.
Every automation is documented: what it touches, what it stores, and where. If you need to show a regulator or a client how it works, you can.
Exited founder. Previously Uber India and Urban Company. Runs the engagement on the ground in the UK.
Ten years building automated trading systems; eight years running agency businesses before that. Systems-under-pressure is the whole career.
We've spent our careers building systems that have to work when money is on the line. Now we build them for firms like yours.
Most projects fail for one of two reasons: they start with a tool instead of a problem, or they stop at a prototype that never reaches daily use. We only build what clears the payback bar, and we stay on after launch — measuring, fixing, embedding — so it doesn't quietly die three weeks in.
If you have repetitive manual work, and senior people spending time on things that don't need their judgement, you're ready. The audit's job is to tell you precisely what's worth doing — and, just as honestly, what isn't.
Deliberately little. You hired us to take work off your plate, not add to it — so we keep your involvement to the focused audit session and a few checkpoints, and we carry the technical lift.
Nowhere it doesn't already live. We work inside your existing systems and access only what's scoped in writing before the engagement starts.
Fully. Data processing agreements are signed before we touch anything. UK-fronted engagement, with all data handling terms specified per client.
No. Never. It's in the contract.
Everything we build is documented and handed over. You own it. No lock-in, no retainer hostage situations.
The audit is a paid, fixed-scope engagement — we cover the exact scope and price on the call, once we understand your firm. Builds and retainers are scoped after the audit, so you never commit to a number before you've seen what it's for.
You leave the audit with a written diagnosis and roadmap immediately. First builds are deliberately small and high-return, so the earliest automations land in weeks, not quarters — and we scale only once they're proven.
Pick a time. We'll work out whether your problem is one we can fix. No pitch, no pressure — and if it isn't a fit, we'll tell you inside the first ten minutes.
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Book a 30-minute call