A single, connected programme that takes your firm from scattered, ungoverned AI use to a trained team and a managed automation capability, without you having to become AI specialists yourselves. Removing the IT burden from your team.
Partner Services is one connected programme, delivered in order - Governance, then Academy, then Fix & Scale - because each stage produces exactly what the next one needs. We run it; your people stay accountants.
Across the profession, AI adoption has outrun AI oversight. Individuals and teams have quietly adopted tools of their own choosing, no firm-wide policy, no visibility for the partners, no plan for training the next 500 people the same way. Left alone, that gap becomes a client-data risk, a quality-control risk, and, under frameworks like the EU AI Act, a compliance risk. We see four patterns, again and again:
Licences bought, pilots run, but nothing firm-wide, no policy, no one accountable for it.
Someone built something clever. It half-works, no one else understands it, and it's now a risk.
What worked for five people breaks at fifty, no governance, no training path, no capacity to fix it.
Tools bought ad hoc across teams, with no oversight, a compliance problem waiting to surface.
Client data is on the line. You hold sensitive client financial data - the wrong tool, ungoverned, is a data-protection incident waiting to happen.
The EU AI Act expects ongoing training and demonstrable governance, not a one-off policy document.
Making Tax Digital and HMRC deadlines leave no room for automations that half-work.
Your partner / senior / junior structure means one training programme was never going to fit everyone.
Governed, trained and automated, owned end to end, not a stack of tools for you to manage yourselves.
Partner structures, client-data sensitivity, filing deadlines, not a generic rollout built for any industry.
Built specifically for UK accounting and bookkeeping firms, not retrofitted from somewhere else.
Reassessed and repeated every year, so governance keeps pace with the technology.
Particularly mid-tier and Top 100 firms, with the ambition to use AI as a genuine advantage, not a productivity gadget. One accountable partner instead of three: a policy consultant, a training provider and a dev shop.
Sort real AI habits before the Companies House deadline hits. Bad practice? Bin it. Good practice? File it. Every wrong call costs you five seconds.
Tap BIN IT or FILE IT below, or use your ← → keys. You've got 45 seconds.
Click a stage to see its job, and the free resources you can use for it right now. Most firms start with Governance, but you can enter anywhere.
We run a senior-level session with your partners to agree what AI governance means for your firm, using our assessment tool to set a baseline: where you are, where you're going, and every gap in between. From there, we take it firm-wide through face-to-face workshops, running a full AI amnesty so you get an honest picture of what's actually in use, and an ideation session that captures what your people would use AI for if they felt able to. The output: a working AI Committee, an AI Charter, and a policy that's operationalised with your IT team - permissions set, tools whitelisted or locked down, so it's real inside your systems, not a PDF in a folder. These free tools give you a first look at both, no judgement, no commitment.
1:1/1:many session with partners - align on terms, ambitions and what governance means for the firm.
The assessment tool captures where you are, where you're going, and the gaps in between.
A full, honest declaration of every AI tool already in use - what, where, why.
Bootcamp-style sessions by level; the amnesty findings feed a wishlist of what people want next.
AI Committee, AI Charter, and IT changes - permissions, access and whitelisting - so the policy is operational.
Ten minutes tells you where your firm sits across readiness, opportunity and risk, the same baseline we build with partners in the senior assessment session, with a board-ready summary you can act on.
Readiness Check → Coming Soon!Let your team say what tools they're actually using, anonymously, without fear of getting in trouble. It's the same amnesty we run firm-wide during governance workshops, and the fastest way to see your real shadow IT exposure.
Run the amnesty in your firm →A partner and a bookkeeper don't need the same AI training, any more than they need the same accountancy training. Academy builds on what Governance uncovers - your usage matrix, your people's ideas, and an individual literacy score for each person - into a genuinely tailored curriculum by level: critical-thinking and client-advisory agents for partners, review and quality-control skills for seniors, task automation for junior teams. Delivered as courses, bootcamps, workshops and hackathons, and repeated every quarter, because one course was never going to build lasting capability, and the EU AI Act expects continuous training, not a box ticked once.
Amnesty, wishlist and literacy scores become each person's starting training record.
Partner, senior and junior levels each get a different curriculum, critical-thinking agents vs. task automation.
Teams learn how context, knowledge, skills, connections and guardrails change for each use case.
Courses, bootcamps, hackathons and vibe-coding sessions, matched to what each group chose.
Quarterly reassessment, annual renewal, matching EU AI Act expectations for ongoing competency.
Answer a few questions about a task and get a clear steer on whether AI, automation, or neither is the right fit.
Available soonEvery firm ends up with a list of automations that are built and broken, built but stuck, or that worked at pilot and fell over at scale. Rather than hiring AI specialists and hoping they become accounting experts, keep your best people doing what they do best, and let us build, fix and scale the automations your firm actually needs, delivered as a subscription and managed by us long after go-live.
Anything flagged as beyond in-house capability, built & broken, built but stuck, or never built at all.
Bots For That designs, builds and repairs the automations your team can't, the right way, the first time.
Delivered on subscription, not as a one-off project, so cost tracks value delivered.
We run and maintain what we build, freeing your people to stay experts in the business, not in the tooling.
Tell us about the automation you need, and we'll scope it, size it and get it moving, the fastest way into Fix & Scale.
Start your automation intake →See how organisations like yours moved from stalled to dependable, including automations running across hundreds of accounts daily for accounting firms, and regulated processes for betting and gaming operators.
Read the case studies →Turn an opportunity into numbers, estimated hours saved, effort to build, and payback, so you can take a case to the board with confidence.
Available soonNew tools in the field, new opportunities surfaced, new risks to govern. A firm that treats automation as a one-off project stalls. A firm that treats it as a cycle keeps compounding the value, which is exactly what Partner Services is built to run.
Book a Partner Services discovery session, or start with the free readiness check - it's ten minutes, and gives you a board-ready read on your organisation.