Introducing the WeFile AI Assistant: Your Intelligent Filing Companion

Filing corporation tax returns and Companies House accounts can be daunting — especially if you're a small business owner or sole director handling your own accounts. Between understanding profit and loss categories, getting your balance sheet right, and making sure your CT600 figures add up, there's a lot that can go wrong.

That's why we've built the WeFile AI Assistant — a smart, context-aware companion that lives right inside your WeFile dashboard. It understands your companies, your filings, and your data, so it can give you specific, relevant guidance exactly when you need it.

Whether you're filing for the first time or managing dozens of companies as an accountant, the AI Assistant is designed to make the process smoother, faster, and less stressful.

The WeFile AI Assistant is a built-in conversational AI that you can access from the AI Assistant page in your dashboard sidebar. Think of it as having a knowledgeable filing advisor available 24/7 — one that already knows your company details, your filing history, and the current state of your returns.

Unlike generic AI chatbots, the WeFile AI Assistant is specifically trained on UK corporation tax rules, Companies House filing requirements, and the WeFile platform itself. It doesn't just give you textbook answers — it gives you answers in the context of your specific situation.

You can ask it anything from "What category should I put office supplies under?" to "Why is my corporation tax liability different from what I expected?" — and it will respond with a clear, actionable explanation tailored to your filing.

The AI Assistant is designed to support you at every stage of the filing process. Here are some of the key areas where it can help:

Profit & Loss Guidance

Not sure whether an expense belongs under "Administrative expenses" or "Cost of sales"? The assistant will explain the distinction with examples relevant to your business type. It can also help you understand revenue recognition, depreciation entries, and other common P&L items that often cause confusion.

Balance Sheet Support

The balance sheet can be tricky — particularly around creditors, debtors, and shareholders' funds. The assistant can walk you through each line item, explain what belongs where, and help you ensure everything balances correctly before you submit.

Tax Calculation Queries

Wondering how your corporation tax liability was calculated? The assistant can explain how WeFile arrived at the figure, including any marginal relief, capital allowances (such as AIA), or losses brought forward that were applied. It understands the full computation chain from taxable profits through to the final CT600 figure.

CT600 Box References

If you're cross-referencing your CT600 submission with HMRC guidance, the assistant can explain what each box represents and how your data maps to it. This is particularly useful for directors who want to verify their return before submission.

Companies House Requirements

Unsure about filing deadlines, account types (micro-entity vs. small company), or what's required for dormant accounts? The assistant has you covered. It can explain the differences between account types, help you understand your filing obligations, and clarify what dormant company accounts should look like.

General Platform Help

From membership queries to integration setup (Xero, QuickBooks, FreeAgent), the assistant can guide you through any part of the WeFile platform. Whether you need help connecting your accounting software, understanding your invoice, or managing your team, just ask.

What makes the WeFile AI Assistant truly powerful is its awareness of your data. When you ask a question, the assistant can automatically reference:

• Your companies — registered name, company number, SIC codes, accounting reference dates, and filing periods
• Your filings — current status, profit and loss figures, balance sheet entries, tax computations, and submission history
• Your account — membership status, team setup, connected integrations, and billing information

This means you don't have to explain your situation from scratch every time. Simply ask your question and the assistant will pull in the relevant context automatically. For example, if you ask "When is my next filing deadline?", it already knows which companies you have and can give you the exact dates.

The AI Assistant is available to all WeFile users with a free tier, and an optional upgrade for heavier usage:

Free Tier — Included with Every Account

Every WeFile user gets 5 AI queries per month at no extra cost. This is ideal for occasional questions about your filing, quick tax concept lookups, or getting help with a specific balance sheet entry. Your free allowance resets on the 1st of each month.

AI Pro — £100/year

For accountants, bookkeepers, or anyone who relies on the assistant regularly, AI Pro unlocks a significantly higher allowance of 500 queries per month. AI Pro also includes:

• Full conversation history — easily navigate back to past insights and complex discussions
• Filing context analysis — in-depth AI review matching directly against your specific company filings
• Priority response — lowest latency and priority queue access to advanced models

You can subscribe to AI Pro from the AI Assistant page in your dashboard. Payment is handled securely via Stripe, and your subscription runs for 12 months from the date of purchase.

Whether you're on the free tier or AI Pro, the assistant delivers the same high-quality, context-aware responses — AI Pro simply gives you more room to use it.

Every conversation you have with the AI Assistant is automatically saved. You can return to previous conversations at any time, pick up where you left off, or start a fresh chat for a new topic.

This is particularly useful during filing season — you might have one conversation about your profit and loss categorisation, another about a specific CT600 box, and a third about your balance sheet. All of them are preserved and easy to find in your conversation list.

You can also delete conversations you no longer need, keeping your workspace tidy and organised.

We take your data seriously. The AI Assistant operates within WeFile's secure infrastructure, and your conversations are completely private to your account. Here's what you should know:

• The assistant only accesses the data it needs to answer your specific question
• All communication is encrypted in transit and at rest
• Your filing data is never shared with third parties
• Conversations are not used to train external AI models
• Team members cannot see each other's AI conversations

The assistant is a tool for you — designed to make your filing experience smoother and less stressful, with your privacy as a top priority.

Getting started with the AI Assistant is simple:

1. Log in to your WeFile account at wefile.co.uk
2. Click AI Assistant in the left sidebar of your dashboard
3. Type your question or describe what you need help with
4. Get an instant, context-aware response

You'll have 5 free queries each month to get started. If you find yourself needing more, you can upgrade to AI Pro at any time from the same page — no interruption to your workflow.

This is just the beginning for the WeFile AI Assistant. We're actively working on enhancements to make it even more powerful:

• Filing review suggestions — the assistant will proactively flag potential issues or inconsistencies before you submit your return
• Guided walkthroughs — step-by-step filing assistance for first-time users, walking you through each section of the wizard
• Smart recommendations — suggestions based on your filing patterns and common best practices for your company type

We're committed to building the most helpful, intelligent filing platform in the UK — and the AI Assistant is a major step towards that goal.

The AI Assistant is live now and ready to help. We'd love to hear what you think — whether it's a feature suggestion, a question it couldn't answer, or just general feedback on your experience.

You can reach us anytime via the contact page or by raising a support ticket from your dashboard.

Happy filing!