Use cases

AdviserAlly by industry

The platform is the same; how it earns its keep is different by sector. Pick the one closest to your business to see capabilities, scenarios and the integrations that matter most.

UK financial advisers and IFAs

Financial advisers

Run your client lifecycle in one place — from first enquiry through annual review — with AI-assisted communication and built-in Xero invoicing.

UK accountants and bookkeepers

Accountants

Win more clients from your website, onboard them with structured forms, and never miss a tax-year deadline — with AI assistance built in.

UK recruitment agencies

Recruitment agencies

Capture candidates and clients in the same place, run vacancies through a clean pipeline, and keep both sides moving with AI-assisted communications.

UK fitness coaches and small studios

Fitness coaches

Take bookings, accept payment, send reminders, and grow a waitlist — all from one place, with the mobile app to run it from the gym floor.

Don\u2019t see your industry?

AdviserAlly is a general-purpose CRM and automation platform — it works for most service businesses. Tell us about your setup and we\u2019ll point you to the closest fit.