For accountants and bookkeepers
AI Business Manager for Freelance Accountants
By HatchSolo · Last updated: August 2026
Freelance accountants and bookkeepers spend their days managing their clients' finances — and then spend their evenings managing their own practice administration. Chasing clients for source documents, invoicing for completed work, following up on outstanding fees, and maintaining a professional LinkedIn presence all compete for time that should go to clients. HatchSolo is an AI business manager for independent accounting professionals who want the practice administration handled efficiently while they focus on client work.
What HatchSolo handles for accountants
- Document chase reminders: automated requests to clients for outstanding source documents
- Invoice generation: practice fees invoiced on completion and chased
- Client follow-ups: periodic check-ins and seasonal reminders (tax deadlines, etc.)
- LinkedIn: professional content about tax, accounting, and financial planning posted consistently
- Enquiry handling: initial responses to new client enquiries within minutes
Before and after
| Before HatchSolo | After HatchSolo |
|---|---|
| Manually chasing 15 clients for their year-end documents | Document request reminders sent automatically on schedule |
| Invoice for completed work sitting unpaid for 6 weeks | Fee invoice sent on completion, reminder at 14 days |
| LinkedIn silent for the 3 months surrounding January deadline | Practice content going out weekly on a pre-set schedule |
| Missing a new client enquiry during a busy filing period | Enquiries acknowledged immediately, consultation call booked |
Is HatchSolo right for accountants?
Right for
self-employed accountants, bookkeepers, and tax advisers running their own practice.
Not right for
accountants in a firm with dedicated practice management support.
Frequently asked questions
Q: Can it chase clients for overdue source documents?
A: Yes. Maya sends polite document request reminders based on your deadlines and follows up automatically.
Q: Does it understand accounting practice timelines?
A: It learns your key dates — year-end filing deadlines, quarterly VAT, self-assessment — and builds reminders around them.
Q: Can it help me grow my practice?
A: Maya keeps your LinkedIn active with professional content and responds quickly to new enquiries — the two primary drivers of practice growth.
Q: Does it integrate with practice management software?
A: Not directly. HatchSolo works alongside your practice management system through WhatsApp.
Q: What about engagement letters?
A: Maya can help you draft and send engagement letter reminders to clients who haven't returned theirs.
Stop spending evenings on your own practice admin.
HatchSolo chases documents, sends invoices, and keeps your LinkedIn active — so you can focus on client work. From £49/month.