For accounting & bookkeeping practices

The Client Readiness Pilot

Less chasing.
More ready.

Bring document requests, incoming files and approved follow-ups into one workflow. Know what’s missing, who needs to act and which files are ready for accountant review.

Request a workflow reviewSee what we deliver

A fixed implementation. Your existing tools. Your team in control.

£3,500one-off implementation
See the scope and optional care
ONE CLIENT. ONE PERIOD.TRY THE HANDOVER
PURCHASE INVOICESAprilReceived
BANK STATEMENTAprilPeriod confirmed
CLIENT 104APRIL · BOOKKEEPING

Ready for
your review.

NEXT OWNER
Accountant
READY
Checklist complete. Reminders stopped.

The correct April statement is confirmed. The agreed checklist is complete and the accountant gets the handover.

Illustrative example · Sample records, not client results.

Built around the work.
Connected with n8n.

The starting setup.
Other tools? We’ll check the fit.
The work, from end to end

From “still waiting”
to “ready for review.”

One connected process, from the first request to a clear handover. The exceptions get a next step, too.

  1. 01

    Ask for the right things.

    Send the agreed checklist for a client and period. Keep requests and replies in your practice’s inbox.

    A clear request.
  2. 02

    Bring the files together.

    File incoming documents against the client and period. Anything uncertain goes to your team to confirm.

    A visible record.
  3. 03

    Follow up with a reason.

    Show what is still missing. Prepare approved reminders, with agreed timing and stop rules.

    A useful next action.
  4. 04

    Hand over a ready file.

    When the checklist is complete, stop the chase and notify the accountant. Keep the evidence beside the status.

    A clear handover.

Ready for review means just that. Your team confirms uncertain documents and keeps every accounting decision. A received file is not proof the books are complete.

A focused implementation

One useful workflow.
A proper handover.

We configure, connect and test the workflow for your practice. You leave with the working setup and the instructions to run it.

THE STANDARD SCOPE

Start with a
manageable slice.

Service
One recurring bookkeeping service
People
One agreed client group and workflow owner
Rules
One readiness checklist and reminder sequence
Setup
One Outlook mailbox, SharePoint document location and readiness list, connected with n8n
WHAT YOU RECEIVE
  • A configured workflow in your own accounts
  • Client-and-period readiness tracking
  • Agreed reminders, review points and stop rules
  • Exception handling and failure alerts
  • Testing, team walkthrough and operating notes
  • 30 days of defect correction against the agreed scope

Client numbers, volume, permissions and document formats are confirmed before the fixed scope is accepted.

TEST THE UNHAPPY PATHS, TOO.

Missing file. Wrong period. Duplicate upload. Client reply. Connection failure. Each needs a clear response before launch.

The investment

Clear scope.
Clear price.

Start with the standard setup. Add only what your practice needs.

CLIENT READINESS IMPLEMENTATION

£3,500one-off

Configuration, connections, testing and handover for the standard scope above.

No compulsory paid discovery
for the standard setup.

First, we check the fit and what your existing software can already do. You see the scope, access requirements, delivery plan and costs before committing.

Request a workflow reviewStart with a conversation, not a purchase.
OPTIONAL WORKFLOW CARE

£350/ month

Scheduled checks, failure-alert review and up to one hour of hands-on triage or minor changes each month. Additional work is quoted separately.

NEED SOMETHING DIFFERENT?

Bespoke, quoted separately.

Extra integrations, approval rules or another n8n workflow get their own scope and fixed quote. Complex work may start with £950 discovery, credited toward the agreed build.

Prices in GBP. Software subscriptions, hosting and usage are separate. Any applicable tax and all ongoing costs are confirmed in the written proposal. Care is optional; new workflows and major changes are not included.

From conversation to working setup

A sensible start.
A controlled launch.

Bring the recurring job. We’ll work through the tools, rules and handover with you.

  1. 01

    Check the fit.

    Review your process and native software features. Confirm whether the standard setup solves a real gap.

  2. 02

    Agree, configure, test.

    Agree the scope and delivery schedule. Connect your accounts and test ordinary and exception cases with your team.

  3. 03

    Launch with an owner.

    Start with the agreed client group. Walk your team through the workflow, its alerts and the manual fallback.

What we need from you

A process owner, an agreed checklist, representative test files and approved access to the supported tools. We agree the schedule once those inputs are clear.

Before you decide

Good questions.
Straight answers.

Will this replace our practice software?

No. We check the features you already pay for first. If native requests and reminders solve the problem, we’ll say so. The implementation is for a useful gap between collection, checking and handover.

Can we use tools other than Outlook and SharePoint?

We can assess them. The £3,500 standard scope covers the starting setup shown here. Different systems, unsupported connections or extra workflows need a separate scope and quote.

Does AI decide whether the accounts are complete?

No. Readiness means the agreed checklist is complete, not that the accounting is correct. Your team confirms uncertain document types or periods. Any AI extraction would need separate validation against your sample documents before it could be included.

Will clients get chased after they have replied?

Replies, disputed requests and completed items need explicit stop or review rules. You approve the recipients, wording and timing. We test those rules before enabling automated messages.

Who owns the workflow, and what if it stops?

The standard setup uses your own accounts, with a team walkthrough, operating notes, failure alerts and a manual fallback. The first 30 days include correction of defects against the agreed scope. Optional care adds scheduled checks and bounded hands-on support.

Can you add a bespoke automation later?

Yes. An extension or a different n8n workflow gets a separate fixed quote. Where the work needs investigation, £950 discovery can define the build and is credited toward the agreed implementation. We also review whether the care scope needs to change.

Is this a proven system with guaranteed savings?

This page demonstrates the proposed workflow; it is not a client case study. We validate the actual connections, document handling and exception rules before launch. Time savings depend on your starting process, volumes and how the team uses the workflow.

A useful first conversation

Put the chasing
on the checklist.
Off your desk.

Tell us where document collection gets stuck. We’ll check whether there’s a sensible fit.

What happens next

A person reviews the workflow and the tools. If the standard setup fits, we confirm the scope and delivery plan. If it needs bespoke work, you see a separate quote first.

No purchase or system access is authorised by an enquiry.

Let’s check your practice’s fit.

Tell us about the document chasing you would like to take off your team’s desk.

Prefer email? team@afinitiglobal.com

Accounting workflow review

Tell us what starts it, where it gets stuck and what your team does next.

List the names you know. It’s fine to leave this blank.

A process description is enough. Please don’t include client records, personal documents, passwords or login codes.

A request does not book paid work or authorise system access. Review your details, then send them using your email app. Privacy policy.