An AI agent that runs quote-to-cash for a UK accountancy outsourcer
We built an AI agent that takes a prospect through the whole cycle: setting them up, producing the proposal and engagement letter, and raising recurring invoices in QuickBooks and Xero. A multi-step manual process now takes minutes, and manual error has largely gone.
- for what was a multi-step manual process
- Minutes
- prospect to recurring invoice in one flow
- End to end
- kept in sync
- QuickBooks + Xero
The challenge
Winning and onboarding a new client meant a chain of separate manual steps: recording the prospect, preparing a proposal, producing an engagement letter, setting up billing in the accounting software, and then keeping the work within the agreed scope.
Each step took time, and each handover between them was another chance for an error.
What we built
An AI agent that handles the cycle from first contact to recurring billing. It:
- creates prospects
- syncs with QuickBooks and Xero
- generates proposals and engagement letters
- sets up and raises recurring invoices
- monitors work against agreed scope thresholds, so the firm can see when a client goes beyond what was agreed
The result
The whole quote-to-cash cycle now runs end to end from one place. What was a multi-step manual process takes minutes, and manual error has largely been removed.
Technology
- AI agent
- QuickBooks
- Xero
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Read the case study →Facts verified October 2026. All case studies