Spend less time chasing admin and more time serving clients

Enarra helps small UK accountancy firms reduce repetitive admin, improve client communication, and build simple workflows that support the way your team already works.

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All calls are no-pressure and tailored to your firm.

Sound familiar?

These are the admin patterns we hear most often from accountancy firms.

  • Chasing client documents

    Sending the same request multiple times before statements, records, or IDs arrive.

  • New client onboarding delays

    Getting a new client set up takes longer than it should because the steps are not joined up.

  • Repetitive reminder emails

    Writing the same follow-up email again and again, slightly differently each time.

  • AML and ID collection

    Tracking which clients have returned ID documents and chasing those who have not.

  • Manual spreadsheet updates

    Copying information from one place to another by hand, which takes time and creates errors.

  • Task handover gaps

    Work falling between people because there is no clear next step when one person finishes their part.

  • Deadline pressure build-up

    Busy periods become more stressful because admin bottlenecks have not been cleared in advance.

  • No clear view of what is outstanding

    Not knowing at a glance what is overdue from which client without digging through email threads.

Built for small UK accountancy firms

Enarra works with owner-led and partner-led accountancy firms. You are probably using a mix of tools: Xero, Google Workspace, Gmail, and spreadsheets. Your team is capable and experienced. The problem is not the people. It is the time lost to admin that keeps repeating.

If your firm regularly chases clients for documents, sends the same reminder emails, or updates records by hand, Enarra can help you find a better way to handle those tasks.

Works alongside your existing tools

  • Xero
  • Gmail and Google Workspace
  • Google Sheets
  • Practice management software
  • Email and calendar tools

We connect the tools you already use. No new platforms to learn.

You do not need to automate everything at once

Most firms that benefit from automation start with one workflow. Not a platform. Not a system overhaul. Just one repeated process that takes too long, happens too often, and does not need a human decision every time it runs.

Start with something that your team does every week. Fix that first. Build from there.

Enarra is structured around this approach. We find the first workflow worth improving, build it, make sure it works, and then look for the next one.

Where automation makes a practical difference

These are the types of task where automation saves time in a typical accountancy firm. Each one is straightforward to build and does not require a complete system change.

  • New client onboarding

    Sending welcome information, collecting ID, and starting the right internal tasks when a new client is added. Keeps the process consistent without relying on one person to remember every step.

  • Document request workflows

    Sending structured requests for bank statements, receipts, or records, and tracking which clients have responded. Removes the need to check email threads manually.

  • Client reminder emails

    Sending polite, timed reminders when a document or response has not arrived by a set date. Drafted automatically, reviewed by a team member before sending if needed.

  • AML document collection

    Collecting and logging identity documents as part of the onboarding or annual review process. Creates a clear record without a manual tracking sheet.

  • Task handovers

    Creating a task for the next person in the process when the previous step is completed. Removes the need to send a separate message or remember to hand over.

  • Internal admin checklists

    Running a standard checklist for recurring processes such as month-end, year-end, or client reviews. Everyone follows the same steps every time.

  • Reporting preparation

    Pulling together data from spreadsheets or accounting tools ready for a report, without manual copying. Reduces preparation time before client meetings.

  • Spreadsheet and record updates

    Updating a client record or spreadsheet automatically when something changes elsewhere. Keeps information consistent across tools without duplication of effort.

How we work with you

  1. 01

    Discovery Call

    We understand your firm, your current processes, the tools you use, your pain points, and your priorities. No commitment required. We want to understand the problem before suggesting anything.

  2. 02

    Workflow Audit

    We map the process in detail and identify where automation would genuinely save time. You receive a clear picture of what is happening now and where the opportunities are.

  3. 03

    Build and Test

    We build the workflow using tools that fit your existing setup: your email, spreadsheets, and accounting software where possible. Where helpful, we use AI to assist with drafting standard messages or organising incoming information. Everything is tested before it is handed over.

  4. 04

    Handover and Support

    We provide documentation, a walkthrough, and training so your team can use the workflow with confidence. You are not left with something you do not understand.

  5. 05

    Improve Over Time

    Once the first workflow is working well, we look for the next small improvement. Automation is most useful when it grows alongside how your firm actually works.

AI is useful. It is not magic.

There is a lot of noise around AI at the moment. Much of it overpromises. Enarra takes a different view.

A good process comes first. AI simply helps the process run more efficiently.

We do not start with AI tools. We start with the repeated admin problem. Once we understand what is happening and why it takes time, we look at where AI can genuinely help: drafting standard emails, summarising notes, sorting incoming messages to the right place, or flagging documents that look incomplete.

In every case, human review remains part of the process. A workflow that drafts a client reminder is more useful than one that sends it without anyone checking. The goal is to save time, not to remove the accountant from the loop.

  • We start with the problem, not the tool
  • AI helps with drafting messages, summarising notes, and organising information. It does not make decisions.
  • Your team stays in control of what gets sent or actioned

Why Enarra?

Enarra was founded by a technology professional who spent years building and supporting systems where reliability, process, security, and efficiency mattered.

The same thinking can be applied to accountancy firms.

Many firms do not need more software. They need their existing tools and processes to work together better. That is where Enarra focuses.

Example workflow ideas

These are illustrative examples, not case studies. They show the kind of workflow that could be built for a firm with a similar problem.

Missing document reminder

Problem
A client has not returned bank statements requested two weeks ago. The team has already sent one manual email.
Workflow idea
When a document request passes a set number of days without a response, a draft reminder email is prepared and flagged for a team member to review and send.
Aim
Reduce the time spent checking what is outstanding and composing follow-up messages from scratch.

New client onboarding checklist

Problem
Setting up a new client involves 8 to 10 steps across different tools. Each team member handles it slightly differently.
Workflow idea
When a new client is added to your system, a checklist begins automatically. Each step is assigned, tracked, and marked complete before the next step is actioned.
Aim
Make the process consistent and give the team a clear view of where each new client is in the onboarding sequence.

AML document collection

Problem
At the start of each engagement, ID documents need to be collected and logged. Tracking which clients have sent them and chasing those who have not takes manual effort.
Workflow idea
A structured request is sent when onboarding begins. Responses are logged automatically. Outstanding items are flagged on a set schedule without manual checking.
Aim
Keep AML records complete without relying on memory or a separate tracking spreadsheet.

Repetitive email drafting

Problem
The same types of email are written repeatedly: requests for information, deadline reminders, and acknowledgement messages. Each one takes a few minutes to compose.
Workflow idea
Standard email types are drafted automatically based on a set event, such as a deadline date or a missing document flag. A team member reviews and sends.
Aim
Reduce the time spent writing the same messages and keep the tone consistent across the team.

Weekly admin review

Problem
At the start of each week, a team member manually checks what is outstanding across several spreadsheets and email threads before the team meeting.
Workflow idea
A summary of outstanding items is pulled together automatically from connected tools and delivered as a brief report each Monday morning.
Aim
Give the team a clear starting point for the week without the manual checking process.

VAT return preparation

Problem
Pulling together the information needed for a VAT return involves checking multiple spreadsheets, inboxes, and accounting records. It is time-consuming and happens every quarter.
Workflow idea
A checklist and data-gathering sequence starts ahead of each VAT deadline, prompting the relevant team member to collect and confirm each item in the right order.
Aim
Reduce preparation time before each return and make the process consistent across staff and quarters.

Frequently asked questions

Is this only for large firms?
No. Enarra works specifically with small firms. Smaller firms can usually see results more quickly because decisions are faster and the processes are closer to the people who use them.
Do you replace our existing software?
No. We build workflows that connect the tools you already use. We do not replace Xero, your practice management software, or your email. We help the tools work together better.
Can you work with Google Workspace, Gmail, Sheets, Xero, or other tools?
In most cases, yes. We build workflows using established automation tools that connect to the software you already use, including Xero, Gmail, Google Sheets, and more. We confirm compatibility before any work begins.
Will AI send messages to clients without anyone checking?
Not unless you specifically want that. The default approach is that AI assists with drafting and a team member reviews before anything is sent. You remain in control of what goes out to clients.
How do you keep things safe and controlled?
We build workflows with clear handover points where a human reviews and approves. We document everything so you can see exactly what each workflow does. We do not build anything that operates outside your visibility.
Can we start with one small workflow?
Yes, and we recommend it. Starting with one specific problem is more effective than trying to automate everything at once. It lets you see how the process works, build confidence, and expand from there.
Do we need technical knowledge?
No. We handle the build and provide documentation and training. Your team does not need to understand how the automation works internally. They just need to know how to use it.
What happens after the workflow is built?
We provide a handover document and a walkthrough session. We offer support options if something needs adjusting. We also check in after a few weeks to make sure it is working as expected.

Find one workflow worth improving

If your team is spending too much time chasing documents, repeating emails, or updating spreadsheets, Enarra can help you find one workflow worth improving first.

Learn How We Work

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