A human-controlled AI agent for bookkeeping client chasing.
Quiet Quarter prepares the repeatable chase for missing receipts, statements and supporting records, then keeps replies, permitted tracker updates and exceptions moving through one agreed process. Your team approves client-facing messages at launch and keeps every bookkeeping judgement.
Human-approved at launchExisting tools firstOperational admin only
The bottleneck is usually the record chase, not the bookkeeping.
Receipts, invoices and complete statements arrive across different threads and at different times. The useful workflow is the controlled loop around that work: ask, receive, file, update and escalate.
A defined client group
Start with a bounded cohort, agreed record types and one clear source list. Nothing assumes access to an entire client base.
Approved language
Chasers use templates and timing your practice has approved. Client-facing messages require human approval at launch.
Named exceptions
Unclear, sensitive, angry, unusual or out-of-scope replies go to a named person instead of being handled automatically.
What the controlled workflow does
The exact steps are mapped against your process before access is granted.
- Reads the agreed chase list from the inbox, tracker or export selected during scoping.
- Prepares the next approved request for the missing receipt, statement or supporting record.
- Holds the client-facing message for human approval at launch.
- Classifies the reply, files attachments where technically feasible and updates the tracker against agreed rules.
- Routes exceptions to the named owner and prepares the agreed progress summary.
Designed around the tools already in the process.
No particular bookkeeping platform, receipt app or practice-management system is assumed. We first inspect the shared inbox, tracker, folder structure and exports your team can safely provide.
Direct integrations and complex API work are separate scoping decisions. If the available access cannot support a controlled workflow, we will say so on the fit call.
Quiet Quarter
Quiet Quarter costs £799 per month, excluding VAT.
Owner-approved current tariff£799 per month is excluding VAT, applies to the signed scope, and is not a was-price comparison or a statement of total customer cost.
The current offer has no separate setup fee.
Owner-approved current tariffSetup is included in the current offer; proposal-specific third-party or tool costs are separate where stated in the signed scope.
Installed
The agreed workflow map, approval rules, templates, build and testing for the scoped client-record chase.
Operated
Monitoring, reply classification, exception routing, tracker updates against agreed rules and agreed reporting.
Workflow one launches first in human approval mode. Each additional workflow included in the signed scope launches only after the preceding workflow passes its stability review; dates are proposal-specific.
For UK accountancy and bookkeeping practices with a safe, repeatable inbox-based client-record chase loop. Fit and signed scope are confirmed before build.
The support route is hey@machlilies.com; monitoring windows, response targets and service levels are agreed per proposal.
Proposal-specific service levels · no public SLANo public response-time or availability SLA is approved. Monitoring windows, response targets, third-party/tool costs and service levels are proposal-specific and governed by signed terms.
What stays outside the workflow
Quiet Quarter handles the agreed repeatable inbox-based admin loop. It does not remove every kind of chasing or replace professional judgement, tax advice, or your practice management system.
- Tax advice
- Accounting judgement
- Legal or regulated advice
- Complex API integrations, unless separately scoped
- Replacing your practice management system
- Autonomous client-facing sending at launch or during the live approval-mode pilot
- Bulk data migration
- Client portal builds
- Full inbox management outside the agreed workflow
Questions bookkeepers ask
What can Quiet Quarter handle for a bookkeeping practice?
A scoped workflow can prepare approved chasers for missing receipts and records, classify replies, file attachments where technically feasible, update an agreed tracker against agreed rules, and route unclear or sensitive replies to your team. The exact client group, record types and outputs are agreed before build.
Do we need to change software?
Not necessarily. The starting point is your existing inbox, tracker and document locations. The fit call confirms whether they can support a controlled workflow and what access, integration or extra tooling would be required. No software change is assumed or promised before that review.
How long does setup take?
Implementation timing is confirmed in the signed proposal after access, scope, dependencies, and the live approval-mode pilot are reviewed. This page does not promise a delivery date. Delayed access, unsupported systems or scope changes can extend it.
How are client records handled?
Data access, processing terms, supplier use, retention, approval rules and the operating record are agreed in writing before go-live. The proposed setup can be reviewed by your IT adviser before access is granted.
Does it make bookkeeping or tax decisions?
No. Quiet Quarter handles operational admin only. Categorisation, bookkeeping entries, accounting judgement, tax advice and other professional decisions stay with qualified people in your practice.
Bring one real record-chasing loop.
We will tell you what can be handled safely, what should stay human-led and whether the current offer fits.