Here are 4 UK firms that look like a fit. I haven't verified headcount for any of them, so check each is in the 2–20 range before you reach out.
| # | Company | Location | Target job title | Why they fit |
|---|---|---|---|---|
| 1 | JacRox | Manchester | Practice Manager (or Managing Partner/Director if there's no practice manager) | A Xero Gold Partner offering bookkeeping, VAT and payroll to SMEs on fixed monthly fees. Fixed fees make time spent on manual reconciliation come straight out of their margin. |
| 2 | Simplex Accounting | UK | Director / Founder | An exclusive Xero practice for small businesses. All their client work runs through bank feeds, so reconciliation is central to what they do. |
| 3 | de Jong Phillips | UK | Managing Partner | Xero Small Firm of the Year 2022, with every accountant Xero-certified. They already use cloud tools and are likely open to adding automation. |
| 4 | Naylor Accountancy | Southampton | Practice Manager or Managing Director | A QuickBooks ProAdvisor Elite and Xero Gold Partner. Working across both platforms means they handle varied bank and invoice data. |
- Titles: In firms this small, the owner usually makes the buying decision. Start with the Practice Manager where one exists, and otherwise go to the Director or Partner.
- Integrations: All four use Xero or QuickBooks, so integrations with those two will matter in your pitch.
- Beyond these four: Beany and Meru Accounting also came up in the search, so I can research those or find more.
Sources:
Real run recorded with claude-code / claude-sonnet-5-5. Web search (WebSearch) was enabled. The company details come from its search results at the time and we have not verified each one. The prompt asked for companies and job titles only, with no personal names. The model output is unmodified.
它做什麼
協助你建立潛在客戶名單：先弄清你的理想客戶是誰，再搜尋相符的公司並依契合度排序。
運作方式
- 透過你的描述或閱讀你的程式碼庫來了解產品，並定義理想客戶輪廓（產業、規模、地區、痛點、技術堆疊）。
- 搜尋相符的公司，並尋找有需求的訊號，例如招聘、技術堆疊、新聞或募資。
- 為每條線索以 10 分制評分，寫明契合理由、該聯絡的職位、價值主張與開場話題。
- 可進一步產生可匯入 CRM 的 CSV、開發信草稿，以及對最佳線索的深入研究。
適合情境
業務開發、合作夥伴調查與早期客戶探索。
需要了解
我們試用時開放了網路搜尋，它給出四家英國會計事務所並附上來源，說明沒有核實它們的人數，並依我們的要求只給職位而不給個人姓名。
純指令檔：沒有腳本。 它需要你的代理具備網路搜尋才能找公司，回傳的內容來自當時的搜尋結果，我們沒有逐一核實。它可能建議決策者的職位與 LinkedIn 頁面，而為了開發信處理個人資料，須遵守你所在地區的隱私與反垃圾郵件規定。聯絡任何人之前，請自行核對每條線索。 原 skill 目錄沒有單獨的授權檔，授權依據是來源儲存庫 README 對整個儲存庫的 Apache-2.0 聲明（同時註明個別 skill 可能不同）。 壓縮檔中另附 LICENSE（Apache-2.0 全文）與 SOURCE.txt（來源與授權依據說明，由 AIBars 加入）。