Onboarding agents that gather everything you need on day one. Document-chasers that follow up so you don't have to. Advisory triage that surfaces who to call. Built without code.
An AI agent for accountants handles the constant low-leverage work — client onboarding, document chasing, year-end checklists, advisory triage — so practitioners can spend more time advising and less time chasing. Squidgy is built for non-technical accounting practitioners.
Walks new clients through your intake checklist conversationally, gathers tax IDs, prior returns, accounts.
£99 per client
Follows up with clients for missing documents weekly. Persistent, polite, in your firm's voice.
£29/mo per client
Pre-emptively gathers everything for year-end before the rush. Saves 10x time at the deadline.
£199 per client per year
Reviews client books, surfaces who needs an advisory call this quarter and why.
£99/mo per practice
Reviews monthly transactions, flags anomalies, queries clients about uncertain entries.
£49/mo per client
Personalised tax deadline reminders to clients with the documents they need to gather.
£19/mo per client
A 4-person accounting practice spends ~6 hours/week chasing missing documents from 80 clients. Launches a document-chaser agent that follows up via email and SMS in the firm's tone, escalates to a partner when persistent non-response.
Pricing: bundled into client engagement fees as £29/mo per client. 80 × £29 = £2.3K/mo recurring, recouping ~5 hours/week of partner time. Practice uses freed time to onboard 10 more clients (£250 ARPU) = £2.5K/mo additional.
Lists the document-chaser as a standalone agent in the Squidgy marketplace. 9 other practices subscribe at £499/mo (white-label). £4.5K/mo additional recurring with no ongoing client work.
Mostly yes — open and response rates typically match or exceed human follow-ups, because the agent is more consistent and persistent. The trick is giving it the firm's tone (polite, professional, but persistent) and letting it escalate stuck cases to a partner.
Out of scope by default. Agents handle process and document queries; substantive tax advice escalates to a partner. You stay in the loop for anything requiring judgement.
Client financial data is isolated to your firm's tenant. Models do not train on it. Audit logs available. Squidgy supports DPAs for firms requiring formal data agreements.
Squidgy supports the major accounting platforms via API. Agent reads ledger data and writes follow-up logs. For desktop or older systems, we support file-based integration and webhooks.
1–2 weeks of edits. Initial setup uses a sample of your client emails and the agent calibrates from there. After a few real follow-ups you usually have it dialled in.
Either. Most practitioners start internal-only — using the agent for their own clients — then list a generalised version in the marketplace once it's mature.