POLACCOUNTANCYPOL INTERNAL · PHASE 15 · DEMO

Automation engine

Rules connect every POL workflow and move clients forward without repetitive manual follow-up.

WorkspaceOperationsAnalytics
Demo environment: controls below simulate orchestration locally. No client records, emails, billing or HMRC submissions are changed.
AUTOMATION ORCHESTRATOR

POL watches the practice, then moves the work forward.

Rules react to compliance, bookkeeping, messages, billing and retention signals. Every action is deduplicated and auditable.

●Engine ready6 rules enabled
ACTIVE RULES6Across the client lifecycle
CURRENT MATCHES8Clients needing action
ACTIONS PLANNED15Before deduplication
LAST RUN18:1512 actions executed
RULE CATALOGUE

What POL does automatically

6/6 on
Compliance

MTD deadline rescue

Due ≤ 7 days AND readiness < 80%

→ Critical work item→ Client reminder→ CRM escalation
1 current matchLIVE
Billing

Failed payment recovery

Billing status = Past due

→ Recovery task→ Churn risk High→ CRM next action
1 current matchLIVE
Tax

Ready for accountant review

Readiness ≥ 90% AND no critical blocker

→ Tax review work item
2 current matchesLIVE
Messages

Client reply waiting

Thread = Waiting accountant

→ Inbox work item
1 current matchLIVE
Bookkeeping

Records completion rescue

Open review OR document blocker

→ Bookkeeping task→ Client reminder
2 current matchesLIVE
Retention

Renewal preparation

Renewal ≤ 30 days

→ Renewal work item→ CRM next action
1 current matchLIVE
RUN HISTORY

Execution health

TimeClientsMatchesActionsStatus
18:158712 (3 skipped)Completed
SAFETY MODEL

Automation without chaos

01Idempotent actionsOne client problem cannot create endless duplicate tasks.
02Human gates stay intactAutomation never bypasses accountant review, client approval or HMRC consent.
03Every decision is loggedRule, reason, payload and result stay visible for audit.