Monarch-X Ai for accountants
Draft clear client replies, find answers in your own files and keep track of changes that matter to you.
Questions people ask
Can it answer from my own files?
Upload your own files and ask about them; the answer points to the passage it used. Documents is on Pro (£99 a month).
Can it draft replies to clients?
The assistant can prepare an email or reply for you. Nothing is sent until you approve it in Approvals. Sending an approved email for you needs Pro (£99 a month).
Can it track regulatory change?
Set a Watch on a regulator or topic. It is checked daily or weekly and you see the latest result. Watches are on Pro (£99 a month).
Can each person in my team have an assistant?
Task Butler is an add-on: £39 a person a month on Pro, £79 on Enterprise.
Can it check a news story a client sent me?
Paste a story or a link into Check the news. Each claim is checked against live sources, for and against, so you can decide what to believe. It is on every plan.
Questions you could ask
- Explain to a client, in plain words, what a payment on account is.
- Draft a reminder to a client whose records are due next week.
- Summarise the main points of this engagement letter.
Answers are drafts for you to check. You decide what to use and what to send.
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