Less manual data entry and a faster month-end close, with a qualified accountant reviewing the work.
We automate the repetitive work in bookkeeping and accounting (document capture, transaction coding, reconciliation matching, credit control and reporting) with AI, and a qualified accountant reviews every decision that matters.
Every automated workflow follows the same five steps, with a human review built in.
Bank feeds, receipts, invoices and statements flow in automatically. Nothing is keyed in twice.
AI reads each document and bank line, then suggests codes, matches and VAT treatment.
Automated rules flag duplicates, anomalies and low-confidence items for attention.
A qualified accountant reviews the flagged items and approves the work before it's posted.
Human in the loopReconciled books and a plain-English monthly report, ready sooner in the month.
Each one runs in your existing Xero or QuickBooks ledger, and each one has a named human check.
Receipts in inboxes, photos on phones and PDFs keyed in by hand.
Documents are collected from a dedicated inbox or upload link. AI reads the supplier, date, amounts and VAT, then drafts the bill in Xero or QuickBooks with the source attached.
Low-confidence reads and new suppliers are queued for review before posting.
Hundreds of bank lines coded one by one each month.
AI suggests the account, tax rate and tracking category for each bank line from your coding history and chart of accounts, and explains its reasoning.
Every suggestion is approved by your bookkeeper. Unusual items are flagged for a closer look.
Payments that don't match an invoice exactly: part-payments, batched receipts, FX differences.
Many-to-one and partial matches are proposed against open invoices and bills, with FX and fee differences calculated for you.
Matches are confirmed in the ledger by an accountant. Nothing is reconciled blind.
Bills chased for approval by email and paid late or twice.
Bills are routed to the right approver automatically, checked against purchase history for duplicates and price changes, and batched into a payment run.
Payment runs are only released after you approve them.
Overdue invoices noticed weeks too late, with awkward chaser emails.
Aged debtors are monitored daily. Polite, personalised reminders are drafted at set intervals, and the tone escalates as the debt ages.
You choose which customers get automated chasers. Sensitive accounts stay manual.
Duplicate payments, miscoded expenses and odd balances found at year end.
Every period is scanned for duplicates, round-sum and out-of-pattern transactions, VAT-rate mismatches and balance movements that don't look right.
Each flag is investigated and resolved by an accountant before the month is closed.
A close that lives in someone's head and slips when they're away.
A structured close runs each month: accruals and prepayment schedules are prepared, balance-sheet reconciliations are drafted and outstanding tasks are tracked to completion.
An accountant reviews and signs off every balance-sheet reconciliation.
Reports full of numbers that don't say what changed or why.
Monthly packs are generated from your ledger with plain-English commentary on variances, margins and cash, written from the figures themselves.
Commentary is edited and approved by your accountant before it reaches you.
VAT errors found by HMRC instead of by you.
Before each return, transactions are checked for missing VAT, wrong rates, reverse-charge items and entries that would distort the return.
Every return is reviewed and filed by a qualified accountant, never by AI.
Move the sliders to match your business. Every assumption is visible and editable.
Your numbers
Not sure of your numbers? We’ll measure them with you in a free process audit. Book one
Time freed up each month
8.2hours
About 1.1 working days back every month
Estimated annual value of time saved
£1,960
An illustrative estimate from the figures you enter. It isn’t a quote or a guarantee. Real results depend on your data quality, software and processes, and we measure them properly during a process audit.
Speed only helps if the numbers are right. These rules apply to every automation we run.
AI prepares and suggests. Postings, reconciliations, payments and filings are approved by an accountant.
We use AI through business and API services whose terms exclude customer data from model training. We don't use free consumer chat tools on client data.
Each automation sees only the fields it needs. Bank details and personal data are excluded wherever the task allows it.
Automations work inside Xero or QuickBooks and leave a normal audit trail. You keep full ownership of your books.
We map how your finance tasks run today, measure where time goes and identify which steps are safe to automate.
We configure the automations in your software, test them on real historical data and run them in parallel with the existing process.
Automations become part of your monthly service. We monitor accuracy and refine the rules as your business changes.
No. AI handles the repetitive preparation: reading documents, suggesting codes, proposing matches and drafting commentary. A qualified accountant still reviews, approves and signs off the work. You get the speed of automation with professional judgement on every decision that matters.
We only use AI through business and API services whose terms exclude customer data from model training, and we don't put client data into free consumer chat tools. Each automation only receives the data it needs, and every engagement is covered by an NDA.
Process optimisation and automation are included in the Full Finance Function package, and available as an add-on to Essential and Growth. For larger or custom automation projects we quote a fixed price after a process audit, so you know the cost before any work starts.
Our automations work with Xero and QuickBooks Online, alongside tools such as Syft Analytics, Microsoft 365 and Make.com. We use Claude, Anthropic's AI model, for document reading, analysis and reporting tasks.
Every automation has a review step. Low-confidence items are routed to an accountant instead of being posted, and anything that is posted can be traced and corrected in the normal audit trail. We track correction rates and tighten the rules where errors recur.
Yes. We start with a process audit of your current workflow, then automate the steps where it's reliable. Your in-house team can keep the automations running, or we can run them for you.
Book a free 30-minute process audit. We’ll review how your finance work gets done today and show you which steps can be automated safely.