Private pilot for accountants & bookkeepers

We chase the client records you’re waiting on.

Admin Chief turns missing records, late replies, and deadline loose ends into a simple daily brief with follow-up drafts ready for approval.

Intake48hr setupDaily briefApproval-first drafts
A polished daily brief dashboard for Admin Chief
Today’s queue
Missing records6 clients
Late replies3 nudges
Deadline risks2 gaps

Less chasing. More finished work.

Your team already knows what needs doing. Admin Chief makes sure the right clients get nudged, the right gaps are visible, and the owner only sees what needs approval.

01

Find the blockers

Missing records, late replies, and open questions are pulled into one priority list.

02

Draft the chase

Each blocker gets a clear, polite follow-up your team can approve, edit, or send.

03

Show the risks

Deadline gaps surface early so VAT, accounts, and payroll work does not become a fire drill.

04

Keep control

Sensitive replies stay approval-first, so your firm’s tone and judgment stay intact.

Client admin chaos turning into an organized daily brief
From loose ends to daily action

Every morning starts with what matters.

Instead of searching inboxes, spreadsheets, and client portals, Admin Chief summarizes who is holding work up, what is missing, and what should happen next.

Admin Chief owl-like operator mascot

Your quiet operator in the background.

Admin Chief is designed to feel like a calm senior admin sitting behind the scenes: organized, discreet, and always pointing your team to the next useful action.

Built for owner approval

It does not blast clients with automation. It prepares the brief, drafts the nudge, and highlights what needs human judgment.

Polite chaser drafts in your firm’s tone
Sensitive responses held for review
Deadline gaps surfaced before panic
Daily operating rhythm your team can actually use
Best-fit pilot

Start with one recurring chasing workflow.

VAT or bookkeeping records

Bank statements, receipts, invoices, and client uploads that hold monthly or quarterly work up.

5-40 person firms

Big enough for recurring admin drag, small enough that the owner still feels the operational load directly.

Approval-first teams

Your team wants drafts and visibility, not an unsupervised bot emailing clients on its own.

The outcome

A calmer practice, one brief at a time.

Clients still need nudging. Records still arrive late. The difference is that your team sees the whole queue, the next move is drafted, and the owner is not carrying every loose end in their head.

A calm accounting team after completing their daily brief
Pilot setup
£750

First version in 48 hours. Built around one real recurring client-chasing workflow.

Start the setup intake

Set up once. Use every day.

We map your recurring client-chasing work, create the daily brief, and give you reusable follow-up drafts your team can approve.

  • Missing-records checklist
  • Daily client-chasing brief
  • Deadline risk tracker
  • 10 follow-up draft templates
  • Approval-first workflow
  • 48-hour first version
Private pilot

Stop letting client records decide your day.

Send the recurring workflow that slows your team down. We’ll turn it into a daily operating brief and follow-up system your firm can use immediately.