Records chase sequence
Polite persistent reminders until documents arrive
Automation for accountants and bookkeepers · UK wide
Records, receipts, signatures, approvals. Lunar Automations builds chase sequences that run until the documents arrive, so your team does billable work instead.
Sound familiar?
Hours every week chasing clients for records and signatures
January crunch when everything arrives late at once
Onboarding admin that repeats itself for every new client
What we build for you
Polite persistent reminders until documents arrive
Engagement letters, information requests and reminders sent automatically
Clients warned ahead of filing dates
Clients answered without interrupting your team
Here's one running
One of the workflows we build for small firms, step by step. It starts itself from the date in your client list and stops itself when the documents arrive.
The date in your client list ticks over. Nothing for your team to remember or start.
An email with a checklist of exactly what you need and a secure upload link.
The same checklist, minus anything already received.
A short text to the client's mobile as well as the email.
Anything still outstanding lands on your desk to call about. Documents in at any stage stop the sequence.
Pricing
You pay once for what we build — a fixed price, agreed before we start, that never changes. After that, it's yours. If you'd like us to keep it monitored, maintained and growing, there's an optional monthly plan. Most clients take it; none are locked into it.
We map how your business runs, spot the biggest time drains, and give you a fixed price for exactly what we'd build. No pitch, no obligation — you decide with the full picture in front of you.
We build it. You own it. The price depends on the size of the job — here's the honest range. Your exact price is fixed at your free review, in writing, before any work starts.
After your build, you choose: take it and run it yourself, or let us keep it in top shape. There's no obligation either way — the build price is the whole build price.
All prices plus VAT where applicable.
Book a free review
Tell us a little about your firm and we'll set up a short, informal conversation. We'll tell you exactly how you can optimise your processes. You'll leave with a clear sense of what's possible.