Deadline, document and payment follow-up without the repetitive chasing.
MGL Digital Media builds custom automation systems for UK accounting and tax firms. A workflow can read client data from Companies House, Excel, Google Sheets or a CRM; calculate reminder dates; request missing records by email, SMS, WhatsApp or phone; record replies; escalate exceptions to staff; and follow up overdue invoices using rules approved by the practice. This is a tailored implementation service rather than a fixed off-the-shelf accounting product. The channels, timing, wording, approval points and reporting destination are configured around the practice's existing process.
Reviewed 2026-07-21 by Mustafa Gul, MGL Digital Media Ltd.
Capabilities
- Deadline monitoring: Retrieve live public company information through the Companies House API where appropriate, or use dates already held in the practice's spreadsheet, CRM or practice-management system.
- Document collection: Send an initial request, identify outstanding records and continue polite follow-up according to the firm's timetable and escalation rules.
- Multichannel reminders: Use email, SMS, WhatsApp or an AI voice assistant. A practice can use one channel or a controlled sequence across several channels.
- Receivables follow-up: Contact clients about overdue invoices, ask when payment is expected and write the promised date or response back to the source system.
- Staff handoff: Route unclear, sensitive or exceptional replies to a named team member instead of allowing the workflow to make an unsupported decision.
- Audit trail and reporting: Record each reminder, reply, status change and next action in Excel, Google Sheets, a CRM, a dashboard or a management notification.
Example workflow
- Connect the approved client list and deadline source.
- Apply the practice's reminder timetable, communication wording and consent rules.
- Send due reminders and request only the records relevant to that client.
- Update the client status when a reply or document event is received.
- Escalate exceptions and send the team a clear outstanding-work summary.
Supported connections
- Companies House API
- Microsoft Excel and Google Sheets
- Gmail, Outlook and SMTP email
- CRM and practice-management APIs
- SMS, WhatsApp and voice providers
- Slack, Microsoft Teams and Telegram reporting
Control and safeguards
- The system does not provide accounting, tax or legal advice to clients.
- The practice approves message templates, timing, channels and escalation rules.
- Sensitive or ambiguous conversations can be held for human review.
- A demonstration can use sample companies and synthetic contact data, so live client records are not required.
Can the system obtain deadlines from Companies House?
Yes. The Companies House API provides live public company information. The exact fields and reminder logic are confirmed during scoping; internal tax or client-specific dates can also be read from the firm's own spreadsheet, CRM or practice-management system.
Does an accounting firm need to replace its current software?
Usually not. The workflow is designed to sit alongside the firm's existing spreadsheet, email, CRM or practice-management system, subject to the available APIs and access controls.
Can reminders be sent by email, WhatsApp, SMS or phone?
Yes. The firm chooses the permitted channels and sequence. Voice and messaging workflows can hand sensitive or uncertain replies to staff.
Can MGL AI prepare a demo without client data?
Yes. A scheduled reminder demo can use sample company numbers, synthetic contacts and test dates. It can show deadline selection, message delivery and status reporting without using confidential client information.
Can the same workflow chase overdue invoices?
Yes. A separate collections workflow can contact an approved list of debtors, ask for an expected payment date and write the outcome to the practice's chosen system.
Provider: MGL Digital Media Ltd, UK Company No. 16007414. mgl-ai.com