Umbra Penance

Services

Industries · Professional services

Automation for accountancy and professional services firms.

Accountancy, legal and consultancy firms run on repeatable processes: onboarding, document collection, deadlines, enquiries. We automate them around your practice software so your team handles more clients without hiring for admin.

Describe your process instead
  • 20 minutes with an engineer
  • No obligation
  • Reply within one working day

You’ll speak with Adel or Mehdi, the founders who design, build and test every project. About us

Where the hours go

  • New client onboarding means the same forms, ID checks and engagement letters, assembled by hand each time.
  • Year-end document collection is a month of chasing emails.
  • Website enquiries land in a shared inbox and wait until someone has a gap.
  • Partners pull reports from three systems into a spreadsheet every month.
Two colleagues working together at a laptop by a window

Our approach

We start from your team's day, not from software.

We spend time with the people doing the work, list what they repeat, chase and re-type, and automate the steps that cost the most, keeping people in the loop wherever judgement matters.

Workflows we build for firms like yours.

Typical examples. Each one is mapped from your real process first, with people kept in the loop wherever judgement matters.

Client onboarding6 steps
  1. Enquiry qualifiedService, size, urgencyWeb form
  2. Proposal generatedFrom your service templatesDocs API
  3. Engagement letter signedE-signature
  4. ID / AML checks requestedProvider API
  5. Client created everywherePractice software, CRM, foldersIntegrations
  6. Welcome sequenceWhat happens next, who to contactEmail
Before
Each new client takes hours of manual setup across four systems.
After
Onboarding runs as one flow, with staff stepping in only for review.

Works with your tools

We integrate with the practice management, CRM and document tools you already pay for.

n8nMakeMicrosoft 365Google WorkspaceHubSpotXeroE-signature toolsOpenAI / Claude APIs

Questions we get asked

How much does it cost?
Every project gets a fixed quote after a free 20-minute scoping call, so you know the price before any build starts.
How long until the first workflow is live?
A focused workflow is often live within one to three weeks. Larger journeys are phased so something useful ships early.
Do we need to change our practice software?
Usually not. We automate around it using its API or exports. If it can't be integrated safely, we'll tell you on the first call.
How do you handle confidential client data?
Access limited to what each step needs, no unnecessary copies of client files, and a documented data flow you can show your compliance lead. We review the security of every workflow before it goes live.
Can you also fix our website enquiries?
Yes: a website that qualifies enquiries and routes them straight into your onboarding flow is one of the most common starting points.

Talk it through with an engineer.

You describe the process, the tools and where it breaks. We tell you what we’d automate, build or test first, and roughly what it would take.

Describe your process instead
  • Pick a time in the next step
  • Free, no obligation
  • 20 minutes on Google Meet