Less chasing.
More client
work done.
Unanswered requests. Promises to remember. Routine follow-ups to draft. Loose Ends helps your practice stay on top of the correspondence.
Clients email their usual contacts. Emails go from your practice’s mailboxes, and replies return there. No new client portal or move to another communications platform.
Set up and supported by Acuity AI.
Could you send your invoices and bank statements?
Here are the invoices. I’ll send the bank statements tomorrow.
Sarah promised the statements tomorrow. No later reply found in this thread.
Hi Sarah, just following up on the bank statements you mentioned. Could you send them through?
Who’s waiting
for you.
Bring unanswered questions and outstanding commitments back into view.
Read the conversation
Wednesday, 14:10 · Client to Aoife
“I sent the records on Tuesday. When can you come back to me?”
Wednesday, 15:05 · Aoife to client
“I’ll review these and come back to you by Friday.”
Suggested next action
Check the review status and send an update. No later answer is visible in the available conversation; an update elsewhere may change what is needed.
Illustrative workflows, with invented names and messages.
Time back.
Work moving.
Less to remember.
Estimate your time savedOptional calculator · your figures, your assumptions
An illustrative estimate of reviewing correspondence, searching and preparing follow-ups. Enter your own assumptions; this is not a measured Loose Ends performance result.
Show the calculation
Monthly communications = clients per person × people × comms per client. Monthly admin hours = communications × minutes each ÷ 60. Current monthly staff cost = admin hours × hourly staff cost.
Potential hours recovered = monthly admin hours × your assumed reduction. Staff-cost equivalent = recovered hours × hourly staff cost. Annual figures = monthly figures × 12, using the year-round monthly averages you entered.
Set any workload input to zero to model no work. Set the hourly cost to zero to show time only. Figures stay in this browser; they are not submitted or stored.
Your inbox. Your clients.
Less chasing.
We set it up and support your team.
Keep your usual mailboxes.
Clients continue emailing their usual contacts at the practice.
We prepare the follow-up.
Loose Ends uses the available correspondence to surface outstanding requests and commitments and prepare the next action.
Review, approve and carry on.
Your team checks what’s appropriate. Approved emails go from your existing mailbox, and replies come back there.
Your accountant decides whether information is complete or sufficient, including anything received elsewhere.
What does setup involve?
We prepare the proposed follow-ups for your team to review and agree any edits. You approve the messages before we send them through the agreed practice mailbox. This is a managed review process, not an approval button inside Outlook.
We agree a first workflow, scope and pricing. For client requests, you provide the relevant client list and responsible accountants. For correspondence, we agree the Microsoft 365 access needed with your IT provider.
We also agree which data is accessed, how it is processed, who can see the outputs and how long it is kept. Your practice keeps its existing systems; clients continue to reply to their usual accountant by email.
Let’s tie up
your loose ends.
See it with a workflow your practice handles today.
Email Ger to arrange a time.
ger@acuityai.co