Reconciliation, VAT and MTD prep, onboarding and chasing all have to happen, and none of it is the advice your clients actually pay for. We build accountancy and financial firms a connected AI system that speeds the compliance work on the software you already run, so your advisers spend more time advising.
Montaj builds AI and automation systems for accountancy practices and financial firms, built carefully around how regulated firms handle data.
Accountancy and financial firms run on trust and turnaround. Most of the ones we sit down with are losing both to compliance admin that has to happen but earns nothing.
Bank reconciliation, VAT returns and MTD prep worked line by line, when automated matching cuts reconciliation errors by around 75%.
KYC, proof of address, engagement letters and data gathering chased over email before any real work starts.
Job status, filing dates and capacity tracked by hand, so partners are the ones chasing every week.
We've watched this pattern across the firms we work with, and it's the same shape every time.
When we run the numbers with firm owners, a large share of the week goes on compliance and data admin that no client sees as value. That time isn't a soft cost. It's chargeable capacity, advisory conversations not had, and the higher-margin work your qualified people would rather be doing.
The point of automation here isn't to cut people. It's to move those hours off routine processing and back onto the advice clients actually pay for.
fewer errors in reconciliations when transaction matching is automated
Put a number on your own firm
We don't start by building. We start by understanding how your firm actually runs, then we build in priority order, then we make it repeatable so it keeps working after we leave.
We audit every workflow across compliance, bookkeeping and client management, and build your firm its own AI knowledge base: your processes, your clients and your standards.
We score the opportunities by impact and build them one workflow at a time, on top of the software you already use. Connect, don't migrate: we reach into your systems rather than forcing a rip and replace.
We turn it into a repeatable system your team keeps and owns, with the documentation to run it without us.
The promise underneath all of it: add AI without adding headcount.
Most firms that have tried AI end up with point fixes: a Zap here, a prompt there, none of them aware of the others. The value comes from connecting them.
Connects to the software you already run
The core
One AI Operating System
Sits on top of the software you already use and holds everything your firm knows: your processes, your clients, your compliance rules and your history. It acts on it, with access scoped and every action logged.
Reconciliation
Transactions matched and flagged.
Compliance prep
VAT and MTD drafts, ready to check.
Practice dashboard
Jobs, deadlines and capacity live.
Client chasing
Records and documents gathered.
Two examples of what that looks like in a practice.
Pulls bank feeds and documents, matches and categorises transactions, drafts VAT and MTD submissions, and flags anything that needs a qualified review before it's filed.
Collects KYC, proof of address and engagement terms, checks what's missing, and sets the client up in your practice software, so a new client takes minutes of admin, not an afternoon.
This is for you if:
Hear directly from the service firms we've helped cut admin, reclaim billable hours and win more work with AI and automation.
“I was running about like a headless chicken trying to get introducers to get me clients… My experience beforehand was, don't need paid ads, but my experience now is I'll never go back to not having them.”
Alex Byrne, Checkmate Wealth“I had worked with a string of different experts and was so frustrated… From the first meeting, it felt like we were finally in safe hands.”
Hatice Mehmet-Quirk, Omnia Health GroupReal reviews from the founders and teams we work with.
Google“I cannot recommend this highly enough. The AI training I received was unlike anything else I have come across — it was practical, commercially focused, and immediately applicable to real-world business challenges. Rather than getting lost in theory, every concept was tied directly to tangible outcomes: automating workflows, leveraging AI tools to drive revenue, reducing operational costs, and staying ahead of the competition. The skills I walked away with were not just interesting — they were genuinely marketable. I now have a confident understanding of how to integrate AI into business strategy, use prompt engineering effectively, and identify where AI delivers the highest commercial return. Within weeks of completing the training, I was already applying these skills in my role and seeing measurable results.”
Google“We had the pleasure of working with Kai at Montaj Digital on our digital marketing, and the experience has been exceptional from start to finish. His professionalism stands out immediately - he’s organised, responsive, and clearly takes pride in delivering high-quality work. What truly sets Kai apart, however, is his unrivalled knowledge of AI integration. He has an impressive ability to identify opportunities to automate and streamline processes, helping us significantly speed up workflows while maintaining accuracy and consistency. His solutions weren’t just technically strong - they were practical, tailored to our business, and delivered with remarkable efficiency. If you’re looking for someone who combines technical expertise with commercial awareness and a genuinely proactive approach, I would highly recommend Kai and the team at Montaj Digital. Steven - ASG”
Google“We’ve had a great experience working with Kai at Montaj Digital Ltd. His knowledge and understanding of AI, automation, and modern digital systems is extremely impressive. He doesn’t just talk about AI trends, he truly understands how to apply AI in practical, real-world business operations to improve efficiency, workflows, and customer experience. Kai has been professional, responsive, forward-thinking, and genuinely passionate about technology throughout the process. It’s clear he stays ahead of the curve and invests heavily in understanding emerging AI tools and strategies. If you’re looking for someone who truly understands AI and how to leverage it for business growth, I would highly recommend Kai and the team at Montaj Digital Ltd.”
Google“I attended a few of the seminars delivered by Kai and the Montaj Digital team recently and genuinely came away impressed. What stood out wasn’t the hype around AI or just focusing on ‘chat’, but how practical it’s already becoming in everyday working life with automation and agents etc. Seeing how much time can be saved on the repetitive admin, chasing information, notes, calendars and general day-to-day noise definitely got my interest in understanding it properly for myself. Not to replace people or thinking, but to create more time and headspace for the things that actually need attention. For anyone still thinking AI is a distant concept, I’d say we’re already well past that point!”
Google“Working with Montaj Digital has been a game changer for McQueen Media. Their deep knowledge of AI automations helped us streamline internal workflows and deliver smarter, faster solutions to our clients. From refining lead generation processes to building scalable content workflows, their strategic input has been invaluable. The communication has been clear, the implementation seamless, and the results speak for themselves. More efficiency, more impact, and more time freed up for creative thinking. Highly recommend them to any agency looking to stay ahead with AI-driven systems. — Brad McQueen, McQueen Media”
Google“My initial experience with Montaj Digital at their AI workshop was incredibly impressive. Their knowledge and experience were both intriguing and eye-opening, and they have a way of explaining things in such simple, easy-to-understand terms that makes learning feel comfortable and accessible. The team was so welcoming and genuinely passionate about helping people succeed with the right tools, guidance, and support. I left feeling excited to learn more and truly inspired. Very impressed and looking forward to working with them more in the future!”
Google“As a busy business owner, I’m aware of how pivotal the implementation of AI in our business is. The problem is, my knowledge around AI is limited and I do not have enough time to understand it to implement it efficiently. This is where Kai & Montaj proved their worth and massively helped. They created a plan & structure for us to use AI efficiently which created so many valuable and attainable leads which has seen huge growth within our business over the last 6 months. Thanks Kai & Montaj Digitial!”
Google“After meeting with Kai, I have completely changed the way I work! He showed me practical ways to start using AI in my day-to-day business tasks, and the impact was immediate. Before our session, I knew AI was something I should be looking into, but I wasn't sure where to start or how it could actually help me. Kai made everything easy to understand and showed me practical ways to use AI, that I could put into action straight away. THANK YOU!”
Google“Kai and the Montaj Digital team have been such an asset and amazing team to work with when building our SEO for Hire website. From their expertise, professionalism, speed, quality, and solution-driven outlook, to their wholesome personalities...They've been an all-round pleasure. If anyone is looking to build a professional site, our team fully endorse Montaj Digital. They've been nothing short of amazing!”
Google“Attending the AI Summit was a genuinely valuable experience. Kaiyan delivered the session with real energy, clarity, and expertise, making complex topics feel accessible and relevant to today’s workforce challenges. The discussions were thought-provoking, forward-looking, and grounded in practical application, with clear takeaways that can be implemented immediately within business and talent environments.”
Google“After dealing with 2/3 marketing agencies, I was in desperate need for a company that actually could improve our online marketing. Kai and the team did that and so much more. They surpassed all expectations. Their level of commitment to our company and professionalism throughout meant so much to me because it has made a huge different to my company.”
Google“Kai and the team at Montaj Digital were a massive help in getting AI and automation set up at our Design Studio, Blinc. It’s made day-to-day work way smoother and saved us loads of time. Super practical, no jargon, just proper solutions that actually work. Look forward to working with Kai and the team in the future.”
Google“Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I've already referred several businesses to Kai and the team, and I can't recommend them highly enough!”
Google“We used Montaj Digital to develop our website and they have been amazing. Their communication has been outstanding. It was an absolute pleasure to work with Montaj Digital, their knowledge on websites is incredible, highly recommend working with the agency.”
Google“Montaj Digital completely transformed our business with seamless AI integration. Our processes are so much more efficient and automated. They made complex AI applications simple and practical for our team. Highly recommend for any business looking to leverage AI!”
Google“Montaj Digital really know their stuff when it comes to AI and lead gen. The team is top quality, sharp and easy to work with, and they helped me put smarter systems in place that genuinely improved the quality and consistency of our leads.”
Google“I’ve had the pleasure of working with Kai at Montaj Digital, he’s creative, reliable, and a great team player. Always brings smart ideas to the table and follows through with care and precision. Highly recommend working with him!”
Google“I highly recommend this Google ads ppc and Meta ads agency that deliver impressive results. A very professional service for any size business that is looking to grow and drive valuable sales online. Thank you so much.”
Google“Montaj have been great at setting up our new website, they made the switch over from the old website as smooth as possible! Thanks to Kai and the team”
Google“Amazing presentations that have given me the insight and now confidence to use AI in my everyday working and personal life. Great work Kai 👏🏼 👍🏼 🤓”
Google“Excellent week of presentations and discussion. Really helped to frame how helpful AI can be to leverage time and boost productivity.”
Google“Kai and the Montaj Team are real Professionals and their dedication and skill makes working with them great”
Google“best agency i have worked with, been with them for over a year now and it only gets better and better!”
Google“Great communication throughout and deliverables. Highly recommend!”
Google“Great work at short notice! Thanks”
| Where the time goes | What we build |
|---|---|
| Bank reconciliation | Transactions matched, categorised and flagged automatically against your rules. |
| VAT and MTD prep | Returns drafted from the numbers, ready for a qualified review before filing. |
| Client onboarding and KYC | Identity, proof of address and engagement terms collected and checked without the email chase. |
| Client queries | Routine questions answered from your firm's knowledge, escalated to a human when they should be. |
| Chasing records | Missing documents and information requested and followed up automatically. |
| Management reporting | Client management accounts and internal reports drafted from the data on schedule. |
| Deadlines and capacity | A live view of every job, filing date and who has room to take work on. |
Everything firms ask before they start: data safety and compliance, your software, timelines and cost.
Yes. We architect for it from the start, on your own systems, with access scoped and controlled and every automated action logged. Handling regulated financial and client data properly is part of the build, not an afterthought.
Book a free 30-minute AI Readiness Audit. We'll look at how your compliance and client work actually run and show you, honestly, where AI would pay for itself and where it wouldn't. If it isn't worth doing, we'll tell you.
One primary next step: a free 30-minute audit. No pitch, just where AI would pay off.
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