Mach Lilies builds agentic workflows for client document chasing, invoice and receipt classification, month-end close, VAT preparation and exception triage — with accountant approval and a clear audit trail. Mach speed. Lily craft.
Practice capacity is eaten by chasing clients and classifying paperwork — not advisory work.
Practices lose enormous time to repetitive admin: chasing clients for records, classifying invoices and receipts, reconciling, preparing VAT returns and pushing through month-end. It's deadline-driven, high-volume and rules-based — exactly where bounded AI agents help. Mach Lilies builds agents that chase, classify and prepare, while your accountants approve and review the work, and every action is logged for audit.
Bounded agents for the high-volume, deadline-driven admin that limits practice capacity.
Identifies missing records and drafts polite, scheduled follow-ups to clients until the file is complete.
Reads, classifies and codes invoices and receipts, flagging anything ambiguous for review.
Runs the repeatable close checklist, reconciles routine items and surfaces exceptions to the team.
Prepares VAT-return workings from the books and flags items that need an accountant's judgement.
Sorts and routes the exceptions that need a human, so accountants spend time only where it counts.
Drafts status and request updates to clients, ready for review and sending.
How a practice workflow becomes a governed agent — reviewed by your accountants at every step.
We start with chasing, classification or close — whichever costs the practice the most time.
A working agent against real, anonymised client records, evaluated for accuracy.
Accountant approval on judgement calls, least-privilege access, and a full audit trail.
We operate it through month-end and quarter-end, improving it as volumes and rules change.
Bounded, least-privilege connectors into the tools your practice already uses.
Agents chase, classify and prepare; an accountant approves judgement calls and reviews the output.
Each agent only touches the records and systems its workflow needs.
Every classification, chase and approval is logged, so the work is reviewable and evidenced.
Ambiguous items are flagged for a human rather than guessed at.
More capacity for advisory work, faster month-end, and a clear audit trail — with accountants in control.
No. Agents prepare workings, classify and chase; an accountant approves and submits anything that carries risk or judgement. The agent removes preparation effort, not professional responsibility.
Typically yes. We build least-privilege connectors into the practice-management, bookkeeping and document tools you already use, scoped to the specific workflow.
Yes. We design for least-privilege access, isolation of client data, human approval for sensitive actions, and a full audit trail — working to ISO 27001-aligned security practices.
Usually client document chasing or invoice and receipt classification — high-volume, repetitive and measurable, which makes a strong first agent.
With an Agentic Operations Sprint focused on one practice workflow: we map it, prototype an agent against real files, and produce a rollout plan with governance built in.
Tell us which workflow limits your capacity — chasing, classification, close or VAT prep — and the systems involved. We reply within one business day.
