Emily for accountants and bookkeepers
Bank statements that never arrive, receipts in a carrier bag, clients who go quiet in January. Emily does the asking and the reminding by email - politely, on schedule and until they reply - so your time goes on the work you actually bill for.
A day with Emily
Brief Emily in a sentence. She writes to your clients as your assistant, keeps following up on the schedule you set and copies you in, so nothing depends on you remembering to chase.
Illustrative examples of how an accountant or bookkeeper might use Emily - not real clients.
You to you@emily-wrf.com
Records - the Patels
"Email raj@example.com and asha@example.com asking for their 2025-26 bank statements and rental income figures. Chase every three days until they send them."
Done - I've written to both with a short list of what you need. I'll follow up every three days, copy you in each time and stop as soon as they reply.
You to you@emily-wrf.com
Year-end call - Sam
"Book a 30-minute year-end review with sam@example.com next week, afternoons only, Teams link please."
I've emailed Sam three afternoon slots next week. As soon as he picks one, you'll both get a calendar invite with a Teams link.
You to you@emily-wrf.com
Jo's return
"Every Monday at 9am, email jo@example.com a reminder that her Self Assessment is due by 31 January and ask for her pension statement."
Set up - I'll email Jo every Monday at 9am and copy you in. Just tell me to stop once she's sent it.
You to you@emily-wrf.com
Fwd: Letter from HMRC
"Summarise this for me and draft a plain-English note to the client explaining what it means and what we need from them."
Here's a three-line summary, and a short draft for your client that explains the letter and lists what you need back - ready for you to check.
You to you@emily-wrf.com
MTD question
"Which of my sole trader clients will Making Tax Digital for Income Tax apply to, and from when? Give me the thresholds."
From 6 April 2026 it applies to sole traders and landlords with qualifying income over £50,000, from April 2027 over £30,000 and from April 2028 over £20,000.
You to you@emily-wrf.com
Morning brief
"Every weekday at 8am, send me what's in my diary today."
Set up - a short brief with today's calls and meetings every weekday at 8am. Change the time or pause it whenever you like.
Tell Emily what you need and how often to ask. She follows up politely on that schedule, copies you in and stops the moment the client responds.
Emily emails clients times that suit you, agrees a slot and sends the invite with a Teams, Google Meet or Zoom link.
Share a link and let clients pick a slot within the hours and days you choose. It books straight into your connected calendar.
Recurring reminders to clients, or to you, on the day and time you set - so January doesn't depend on your memory.
Forward Emily a letter or a long email and ask for a summary or a draft reply for the client, ready for you to check.
Ask a question and get a short answer researched on the web - worth checking before you rely on it.
A one-line email between meetings is enough. On a UK mobile you can text her too.
Beyond chasing and scheduling, this is what Emily is built around - whatever size your practice.
Write the way you would to a PA: "Find an hour with Sam next week and chase the contract if he goes quiet." She asks when something isn't clear and will think a problem through with you, so she's a sounding board as well as a doer.
She does the back-and-forth with the other people, checks your calendars and just asks you to pick a time. Then she sends the invite and chases anyone who goes quiet.
Connect Google, Microsoft and Apple calendars, including more than one account of each. She checks them all before she offers a time and can keep one in sync with another.
Forward or CC her your own mail, or give your Emily address to clients, candidates and suppliers. She deals with what they send and can pass each kind of email to the right person on your team.
Rules for how she handles certain emails, notes she remembers about you and your contacts, and automations such as weekly updates, reminders and follow-ups.
She works from your files, notes and contacts, and uses live web search for anything beyond them, such as finding a local tradesperson or checking a fact.
She acts on what you ask and the rules you've set, can send you a draft first, and checks with you when she isn't sure. A message that fails sender checks is held, never acted on.
She never reads your mailbox. She sees only the emails that reach her and the calendars you connect, and your data is stored in the UK.
Email her from any provider, text her from a UK mobile, or connect her to Claude or ChatGPT and delegate from there.
Most practices already run Xero, QuickBooks, Sage or a practice management system, and those tools are good at the books, the returns and the workflow. Emily doesn't replace any of them. She covers the human back-and-forth that happens around them: asking a client for the documents you're missing, reminding them again when they go quiet, booking the review call. You delegate in a sentence by email and she keeps at it until it's done.
The records rarely arrive late because a client refuses - they arrive late because nobody reminded them at the right moment, and chasing is the job that always slips to the bottom of the list. What works is consistent, polite follow-up on a fixed rhythm. Tell Emily exactly what you need and how often to ask, and she sends the requests, follows up on schedule, copies you in and stops the moment the client replies.
Since 6 April 2026, sole traders and landlords with qualifying income over £50,000 have had to keep digital records and send HMRC quarterly updates. The threshold falls to £30,000 from April 2027 and £20,000 from April 2028 (GOV.UK). For practices that means more clients with more dates in the year - and more reminders to send. Emily can send each client a recurring reminder on the schedule you set and chase anything that's missing, so the quarterly rhythm doesn't depend on anyone remembering.
Emily is an assistant you delegate to by email. To keep this page honest, here's what she doesn't do:
Pricing
Start free. Pay for what you use, so quiet months cost little.
Includes 50 actions, then 10p per action.
Not directly. Emily has no integration with accounting or practice management software. She works alongside it by email: you brief her in a sentence and she handles the chasing, reminders and scheduling around your clients.
Yes. Tell Emily what you need, who from and how often to ask. She follows up politely on that schedule, copies you in and stops the moment the client replies.
Yes. Create a booking link and share it. Clients pick a slot within the hours and days you set, and it goes straight into your connected calendar.
Yes. Emily writes as your assistant and says so. She doesn't pretend to be you.
Your account and content are stored in the UK (London). Emily doesn't read your mailbox, and we don't use your content to train AI models. The privacy policy lists every provider involved, including where AI processing happens.
£5 a month includes 50 actions, then 10p per action. There's a 14-day free trial with no card required.
Emily adapts to how you work. Explore another way to use her:
Start free today. No credit card required.
Start your 14-day free trial