Chartered accountancy practice (Clarity Counts)
- Size
- Not stated
- Where
- UK (Norfolk)
- Tool
- Adfin
What the AI did
Runs credit control for the practice's own invoices. The AI sends payment reminders at the times clients tend to pay, including evenings and weekends, and moves clients onto Direct Debit.
The result
Average days paid late fell from 40 to 4.
Check before trusting
Part of the gain comes from moving clients to Direct Debit, not just from the AI reminders. The source gives no headcount, only that the firm has four offices.
Prompt to try it
Test the job on your own material before buying anything. Replace the highlighted brackets.
I run a [TYPE OF BUSINESS] with [NUMBER] customers on credit terms. Here is my aged debtor list: [PASTE LIST WITH CUSTOMER, AMOUNT, DAYS OVERDUE]. Sort it by risk. For each customer over [NUMBER] days late, draft a short, polite reminder email in a firm but friendly tone. Suggest the best day and time to send it and when to escalate to a phone call.
Source
Adfin ↗, 16 September 2026 · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
More from the archive
Bookkeeping and advisory firm (The Free Minded Accounting Group)
Moved bookkeeping clients onto an AI general ledger that categorises and reconciles transactions automatically.
Result The firm reports a 70% increase in workflow efficiency.
Not statedUS
One-person tax practice, Richmond, Virginia (The Millennial CPA)
Keeps a Claude project per client and has it draft tax workpapers from redacted documents, which he then checks and keys in by hand.
Result A corporate tax workpaper fell from six or seven hours to about one.
Sole practitionerUS
Luxury eyewear brand, London (Linda Farrow)
AI reads supplier invoices into Sage 200, splits lines across cost centres and routes them for approval.
Result Accounts payable processing time fell by about 50%.
Not statedUK
New entries every week
The archive grows weekly. Get the stories in your inbox, with the context behind them.