Industries — Accountancy & Tax
Close the books faster. Chase clients less.
Practices spend a remarkable share of the year chasing records and keying data. We automate collection, extraction and reconciliation so your team can focus on advice — and on getting through deadline season calmly.
What we hear
The pressures we hear about most.
Endless chasing
Bank statements, receipts and records arrive late, incomplete and by every channel imaginable.
Data entry everywhere
Figures are re-keyed from documents into software, then checked again by someone more senior.
Deadline crunch
Self assessment and year-end deadlines compress months of work into a few exhausting weeks.
What we build
Practical AI, shaped around how you work.
Automated records chasing
Personalised reminders that escalate politely until everything you need has arrived.
Intelligent AutomationDocument extraction
Statements, invoices and receipts read, categorised and posted for review.
Intelligent AutomationReconciliation support
Mismatches and anomalies surfaced automatically, so reviewers start with the exceptions.
Intelligent AutomationClient query assistant
Routine questions answered from your guidance, with anything complex passed to the right person.
AI Agents & IntegrationPractice dashboards
Live view of jobs, deadlines and bottlenecks across every client.
Websites & Applications
What this can look like
The same work, done differently.
Year-end records
Today
Staff spend weeks emailing clients for missing statements and tracking replies in a spreadsheet.
With us
Clients receive tailored reminders and a simple upload link, and the team sees exactly what is outstanding.
Bookkeeping
Today
Receipts and invoices are keyed into the ledger one at a time and checked line by line.
With us
Documents are read and posted automatically, with only uncertain items queued for a person to review.
Illustrative examples of the change our engagements are designed to deliver.
Safeguards
Built for the standards your clients expect.
Systems we work with
- Xero
- QuickBooks
- Sage
- Dext
- Karbon
- IRIS
- 01Every posting reviewable before it is finalised
- 02Least-privilege access to client ledgers
- 03UK or EU hosting wherever available
- 04Clear audit trail for every automated change
Start here
Find the first ten hours a week worth giving back.
Start with a 30-minute conversation. We will listen to how your firm works and tell you honestly where AI can help — and where it cannot.
Book a discovery call