Module 01Onboarding
Client Onboarding & AML
Collect onboarding documents, run identity and AML checks and prepare engagement letters automatically.
- Today
- 4–8 hrs
- With AI built in
- ~30 mins
You accept the client
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WinklixIT Solution Simplified
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For accounting, bookkeeping and tax practices, a fractional AI consultant automates client onboarding and AML, records chasing, accounts preparation, tax computations and advisory commentary. A typical client year falls from around 40 hours of practice time to under 15, with accountants still reviewing and signing off every output.
By the Winklix AI consulting team · Last updated
One operating system for accounting and bookkeeping practices, plugged into the tools you already use. Pick the step that hurts most and that is where we start. Professional judgement and sign-off stay with you.
Collect onboarding documents, run identity and AML checks and prepare engagement letters automatically.
Chase missing records, extract data from receipts and statements and categorise transactions for review.
Prepare draft accounts and working papers from the trial balance and supporting documents.
Draft tax computations and returns, with technical research notes for unusual items.
Turn review points into clear client queries and track responses through to resolution.
Write plain-English commentary on results and produce advisory packs for client meetings.
Monitor statutory deadlines across the client base and send timely, personalised reminders.
Price engagements consistently, draft proposals and keep internal technical guidance searchable.
extra annual fee capacity for a 10-person practice, with no new hires. The parts AI does not touch, professional judgement and sign-off, are where your team earns its fees.
Work out your numbersOur fractional Heads of AI have delivered AI in regulated, confidentiality-critical businesses and published the results.
document extraction accuracy with under 5% human review
AI pricing judgement aligned with expert practitioners
documents a year assessed in days instead of weeks
ROI and a 65% workload cut in regulated financial services
We align our success with our clients success : Our client-centric approach delivers clients satisfaction consistently .
AT&T collaborates with Winklix to enhance SAP performance, streamlining ERP processes and optimizing sales operations.
Boeing partnered with Winklix’s eCommerce experts to unify multiple ecommerce product platforms and improve digital experience.
Burberry partnered with Winklix to revamp its online store, enhancing user engagement and driving higher traffic.
Coles Group engaged Winklix to develop its website and app using Adobe Experience Cloud for better customer experience.
MTailor partnered with Winklix for the development of its website and mobile app for custom-made clothing experiences.
OnTheMarket partnered with Winklix for Salesforce implementation, application development, and digital transformation initiatives.
Valvoline partnered with Winklix for SAP HANA implementation and ongoing maintenance to improve operational efficiency.
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Winklix is trusted by renowned global brands, enterprises, and ambitious businesses to deliver technology solutions that create real impact. We take pride in building long-term partnerships through innovation, reliability, and results-driven execution.
No long proposals or drawn-out discovery phases. We move fast, build iteratively and show you real outputs early.
Choose your sector, browse its modules and spot the workflow costing your team the most time.
We estimate the hours you could get back, what they are worth and the best module to start with.
Your named team builds, configures and tests the module with your real work, then trains your people and hands over.
A bit of leadership, a bit of implementation and a bit of training, so every project gets delivered and actually used.
Model-agnostic and always improving. We use whichever AI model does the best job at the right running cost, and keep your modules up to date as the tools improve.
Move from seller discovery to completion with far less manual work on every deal.
Give advisory teams more room for client work, informed judgement and relationships.
Bring sharper screening, diligence and investor reporting to lean deal teams.
Create safer, traceable workflows for research, drafting and matter operations.
Turn site and compliance information into clear, repeatable client deliverables.
A fractional AI consultant, or fractional Head of AI, gives your business senior AI leadership, delivery and training on a part-time basis, without the cost of hiring a full-time Chief AI Officer.
They identify the workflows where AI saves the most time, build and integrate working AI modules around your tools and templates, set governance and review rules, and train your team so the modules are used every day.
A module is a focused AI solution for one workflow or a set of related workflows, such as proposal drafting, contract review or LP reporting. You start with one and add more only once the first has proved its value.
Typically within around 30 days of the discovery call. The prototype is tested on your own work and refined from real day-to-day use before it becomes a permanent part of your workflow.
The first prototype is fixed scope and fixed price, agreed before work begins. Ongoing AI leadership and further modules are scoped and quoted once requirements are clear.
Across our sector modules, the team time spent on a typical deal, matter, engagement or client year usually falls by 60–80%. For example, an M&A deal drops from around 300 hours to under 70, and a legal matter from around 100 hours to under 35.
No. Modules remove repetitive work so your people can spend more time on judgement, advice and client relationships. Every module keeps a human decision point.
We agree the data boundary, access model and review requirements before implementation, deliver under NDA as standard, and build within your confidentiality obligations and regulatory context.
No. We are model-agnostic and choose the AI model that gives the best result at the right running cost, switching when something better becomes available.
The modular approach works for any business that runs on research, documents, reporting and client relationships. Book a discovery call and we will map your biggest pain point.
Still have questions? We’re here to help. If you didn’t find what you were looking for, feel free to reach out—our team is ready to assist you.Have a question not listed here? Call our team :
Get In Touch With Our ExpertsBook a free 30-minute discovery call. We will work out how much time your team could get back, what it is worth and the best module to start with.