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Private Equity

8 minutes

10/09/2025

Bots for That secures Investment Fund for Wales support to drive AI automation growth

10 September 2025: The British Business Bank has announced a significant £1.5m equity investment from the £130m Investment Fund for Wales, into accountancy-focused automation company, Bots for That.

Bots for That provides intelligent software alternatives for repetitive, manual tasks within accounting and bookkeeping practices by deploying bots to free up professionals to focus on higher value tasks.

The Investment Fund for Wales was launched in November 2023, by the UK government-backed British Business Bank, to boost the supply of early-stage finance to small and medium-sized businesses across Wales. The investment into Bots for That was led by appointed fund managers, Foresight, who oversee the Fund’s equity investments up to £5 million.

Bots for That founder Daniel Lawrence, who has always been involved in operational efficiency and productivity enabling technologies, founded Bots for That in 2015. With the advance of AI and automated technologies, this new investment will enable the company to continue to innovate and scale and has largely been invested in employment and product development at their base in Cardiff’s Tramshed Tech.

Mr Lawrence has recruited a further six employees within the last month and plans further growth over coming years, to enhance his current team of 21.

Daniel Lawrence, Founder and CEO at Bots for That, said: “AI has never been more exhilarating than it is now,” says Daniel. “And against this backdrop we are continually developing new products to present and build to excite our clients.

“From our customers’ point of view, there’s an overwhelming choice available to them and we need to make ours stand out as affordable and simple to use in this game.”

The Bots for That team researched various funding options, with Foresight’s proposition aligning with their own. “Foresight hit the sweet spot,” explains Mr Lawrence. “The team there is very focussed and very open and honest, which works for us. They are excited by our new product and business model; by what we are and what we can be.”

Bethan Bannister, Senior Investment Manager, Nations and Regions Investment Funds at the British Business Bank, said: “The Investment Fund for Wales was created to support ambitious, high-growth businesses like Bots for That, companies with the innovation and drive to shape the future of sectors like AI. Bots for That is quickly emerging as a standout in the AI space, and we're proud to play a part in their growth journey.

“I’m personally looking forward to witnessing their next phase of development as they continue to scale, innovate, and make their mark on the industry.”

Ruby Godrich, Investment Manager, Foresight Group, said: “We are very pleased to support Bots For That with this significant investment. Foresight’s investment via the Investment Fund for Wales will help the company to further scale and broaden its market reach as many companies seek to implement automation and AI solutions. We look forward to working with Daniel, Christian and the team on their exciting growth journey.”

ENDS

For more information: www.investmentfundwales.co.uk

For more information, please contact:

Lauren Tunnicliffe, Senior Communications Manager, British Business Bank, lauren.tunnicliffe@british-business-bank.co.uk 

Lydia Lambert, Working Word, lydia.lambert@workingword.co.uk      


Notes to editors
About the Investment Fund for Wales
Operated by the British Business Bank, the Investment Fund for Wales (IFW) provides a mix of debt and equity funding. IFW will offer a range of commercial finance options with smaller loans from £25k to £100k, debt finance from £100k to £2m and equity investment up to £5 million. It works alongside the various support and funding organisations from Welsh Government, as well as local intermediaries such as accountants, fund managers and banks, to support Wales’ smaller businesses at all stages of their development.

The funds in which the IFW invests are open to businesses with material operations, those planning on opening material operations, in all areas of Wales, including, but not limited to, North Eastern Wales, North Western Wales, Mid Wales, South West Wales and South East Wales.

Supported by Nations and Regions Investments Limited, a subsidiary of British Business Bank plc, the Bank is a development bank wholly owned by HM Government. Neither Nations and Regions Investments Limited nor British Business Bank plc are authorised or regulated by the Prudential Regulation Authority (PRA) or the Financial Conduct Authority (FCA).

www.investmentfundwales.co.uk

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10 Medi 2025: Mae Banc Busnes Prydain wedi cyhoeddi buddsoddiad ecwiti sylweddol o £1.5m yn y cwmni awtomeiddio Bots for That, sydd â ffocws ar gyfrifeg, trwy’r Gronfa Buddsoddi i Gymru £130m.

Mae Bots for That yn darparu meddalwedd clyfar ar gyfer tasgau cyfrifeg a chadw llyfrau ailadroddus sy’n cael eu cyflawni â llaw trwy ddefnyddio botiau i ryddhau gweithwyr proffesiynol i ganolbwyntio ar dasgau gwerth uwch.

Lansiodd Banc Busnes Prydain, sy’n cael ei gynorthwyo gan lywodraeth y DU, y Gronfa Buddsoddi i Gymru ddiwedd Tachwedd 2023 er mwyn hybu’r cyflenwad o gyllid cyfnod cynnar sydd ar gael i fusnesau bach a chanolig eu maint ar draws Cymru. Foresight, y rheolwyr cronfeydd sy’n goruchwylio buddsoddiadau ecwiti’r Gronfa hyd at £5 miliwn, arweiniodd y buddsoddiad yn Bots for That.

Sefydlodd Daniel Lawrence, sydd wastad wedi bod â golwg ar dechnolegau effeithlonrwydd gweithredol a hwyluso cynhyrchiant, Bots for That yn 2015. Gyda datblygiadau mewn deallusrwydd artiffisial a thechnolegau awtomatig, bydd y buddsoddiad newydd yma’n caniatáu i’r cwmni barhau i arloesi a thyfu, ac mae cyfran helaeth o’r arian wedi cael ei fuddsoddi mewn cyflogi gweithwyr a datblygu cynnyrch yn eu canolfan yn Tramshed Tech Caerdydd.

Mae Mr Lawrence wedi recriwtio chwe gweithiwr pellach o fewn y mis diwethaf, ac mae yna gynlluniau ar gyfer twf pellach yn y blynyddoedd sydd i ddod i adeiladu ar y tîm cyfredol o 21.

Dywedodd Daniel Lawrence, Sylfaenydd a Phrif Weithredwr Bots for That: “Dyw Deallusrwydd Artiffisial erioed wedi bod yn fwy cyffrous nag y mae hi heddiw,” meddai Daniel. “Ac yn erbyn y cefndir yma, rydyn ni wrthi’n barhaus yn datblygu cynhyrchion newydd i’w cyflwyno a’u hadeiladu er mwyn cyffroi ein cleientiaid.
“O safbwynt ein cwsmeriaid, mae pob math o ddewis ar gael iddynt, ac mae angen i ni wneud i’n cynnyrch i sefyll ar wahân i’r gweddill am fod yn fforddiadwy ac yn hawdd ei ddefnyddio yn y busnes yma.”
Ymchwiliodd tîm Bots for That i amryw o opsiynau ariannu, ac roedd cynnig Foresight yn gyson â’u gweledigaeth nhw. “Roedd Foresight yn taro’r nod,” meddai Mr Lawrence. 
“Mae’r tîm yn llawn ffocws, yn agored ac yn onest iawn, sy’n gweithio’n dda i ni. Mae ein cynnyrch newydd a’n model busnes; a’r hyn ydym ni a beth y gallwn ei greu yn eu cyffroi.”

Dywedodd Bethan Bannister, Uwch Rheolwr Buddsoddi Cronfeydd Buddsoddi'r Cenhedloedd a’r Rhanbarthau gyda Banc Busnes Prydain:  “Crëwyd y Gronfa Buddsoddi i Gymru i gynorthwyo busnesau uchelgeisiol, twf uchel fel Bots for That, cwmnïau sydd â’r arloesedd a’r egni i lywio dyfodol sectorau fel deallusrwydd artiffisial. Mae Bots for That yn datblygu’n gyflym i fod yn neilltuol yn y gofod AI, ac rydyn ni’n falch o chwarae rhan yn eu siwrnai i dyfu.

“Yn bersonol, rwy’n edrych ymlaen at weld y cam nesaf yn eu datblygiad wrth iddynt barhau i dyfu, arloesi a gadael eu marc ar y diwydiant.”

Dywedodd Ruby Godrich, Rheolwr Buddsoddi gyda Foresight Group: “Rydyn ni’n falch iawn o gynorthwyo Bots for That gyda’r buddsoddiad sylweddol yma. Bydd buddsoddiad Foresight trwy’r Gronfa Buddsoddi i Gymru yn helpu’r cwmni i dyfu ymhellach ac ehangu ei gwmpas o fewn y farchnad wrth i lawer o gwmnïau geisio rhoi atebion awtomeiddio ac AI ar waith. Rydyn ni’n edrych ymlaen at gael gweithio gyda Daniel, Christian a’r tîm ar eu siwrnai twf gyffrous.”

DIWEDD

Am ragor o fanylion: www.investmentfundwales.co.uk 

Am ragor o fanylion, cysylltwch â:

Lauren Tunnicliffe, Uwch Reolwr Cyfathrebu, Banc Busnes Prydain, lauren.tunnicliffe@british-business-bank.co.uk   

Lydia Lambert, Working Word, lydia.lambert@workingword.co.uk        


Nodiadau i olygyddion
Am y Gronfa Buddsoddi i Gymru
Dan adain Banc Busnes Prydain, mae’r Gronfa Buddsoddi i Gymru (IFW) yn darparu cymysgedd o gyllid dyled ac ecwiti. Mae IFW yn cynnig amrywiaeth o opsiynau cyllid masnachol gyda Benthyciadau Llai o rhwng £25k a £100k, cyllid dyled rhwng £100k a £2m, a chyllid ecwiti o hyd at £5 miliwn.  Mae’n gweithio ochr yn ochr ag amryw o sefydliadau cymorth ac ariannu o fewn Llywodraeth Cymru yn ogystal â chanolwyr lleol fel cyfrifwyr, rheolwyr cronfeydd a banciau, i gynorthwyo busnesau llai Cymru ar bob cam yn eu datblygiad.

Mae’r cronfeydd y mae IFW yn buddsoddi ynddynt yn agored i fusnesau â gweithrediadau materol, neu’r rhai sy’n cynllunio i agor gweithrediadau materol ym mhob rhan o Gymru, gan gynnwys y gogledd-ddwyrain, y gogledd-orllewin, y canolbarth, y de-orllewin a’r de-ddwyrain.

Gyda chefnogaeth Nations and Regions Investment Limited, un o is-gwmnïau British Business Bank Plc, mae’r Banc yn fanc datblygu sy’n llwyr eiddo i Lywodraeth EF.  Nid yw Nations and Regions Investment Limited na British Business Bank plc dan awdurdodaeth nac yn cael eu rheoleiddio gan yr Awdurdod Rheoleiddio Darbodus (PRA) na’r Awdurdod Ymddygiad Ariannol (FCA).

www.investmentfundwales.co.uk

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