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Automation for accounting and finance teams.

Month-end shouldn't eat a week. We automate the collecting, matching and chasing that fills a finance team's month, and use AI where messy documents need reading, so your people review the numbers instead of assembling them.

Book your free AI auditSee how we decide

Free, no obligation. The report is yours to keep.

Where the hours actually go.

  • Month-end eats a week

    Reconciling statements, chasing missing receipts, rebuilding the same report from scratch. Every month, the same scramble.

  • Payments matched by hand

    Mornings go on matching bank payments to invoices, one line at a time.

  • Figures pulled from everywhere

    Bank feeds, invoices and spreadsheets each hold part of the picture, so someone pulls them together by hand.

  • Invoices that need chasing

    Overdue invoices wait until someone finds time for an awkward follow-up.

What we take off your team's plate.

  • Bank reconciliation

    Matched overnight. You only see the ones that don't add up.

    Automated

  • Data collection

    Figures pulled from bank feeds, invoices and spreadsheets into one place.

    AI, checked by a person

  • Overdue invoices

    Reminders sent on schedule, so cash comes in sooner.

    Automated

  • Month-end reports

    Built and sent on time, every month.

    Automated

  • Receipts and documents

    Read and matched to the right transaction for a person to check.

    AI, checked by a person

  • Client onboarding

    Engagement letters, folders and document requests sent on day one.

    Automated

Not everything should be automated.

Every task we look at goes through the same three questions before anything gets built. If a task shouldn't exist, or the process around it is broken, we tell you that instead.

Three questions for every task

  1. 1Does it need doing at all?
  2. 2Does the process work today?
  3. 3Are the rules the same every time?

  • Stop doing it

    The best fix is no work at all.

    Leave it

  • Fix the process first

    Sort out how it's done before anything gets built.

    Fix first

  • Automate it

    Same steps every time, so software runs it end to end.

    Automate

  • Use AI, with a person checking

    AI drafts the work; a person approves it.

    AI

How it works, start to finish.

  1. 1

    A free AI audit

    A 30-minute call, then a written report in 1-2 days: the repeat work we found, the right fix for each task, and where to start.

  2. 2

    We build it

    On the tools you already pay for, in stages, so you see something working early. You get the price up front, before anything is built.

  3. 3

    We keep it running

    We fix anything that breaks and adjust it as your business changes, for as long as you want us to. Everything we build is yours.

Work we've already done.

Finance operations

AI, checked by a person

From scattered numbers to tax-ready books, without the retyping.

of staff time back a month, 960 hours a year
80 hoursof staff time back a month, 960 hours a year
avoided: the planned roles were never needed
2 hiresavoided: the planned roles were never needed
Before
Every month, the team pulled figures by hand from bank feeds, invoices and spreadsheets, matched them up, then reworked everything into shape for tax.
What we built
An AI-assisted process that pulls the figures from every source, matches and reconciles them, and produces tax-ready records. The team only reviews the result.
Now
The monthly scramble is gone. The team reviews the output instead of assembling it.

How it works

Bank feedsInvoicesSpreadsheetsAI collects and reconcilesTax-ready records

Read the case study: Finance operations

Built on the tools you already use.

We connect what you have instead of asking you to switch. Common ones include:

  • QuickBooks
  • Xero
  • Tally
  • Zoho
  • Salesforce
  • HubSpot
  • Microsoft 365
  • Google Workspace
  • Slack
  • Shopify

Questions owners ask us.

Yes, most of it. Payments that match an invoice on fixed rules are matched automatically, and only the ones that don't add up come to your team.

Yes. We build on the accounting software you already use, including QuickBooks, Xero and Tally, plus your spreadsheets and email.

Anything that matters goes to a person first. AI drafts; someone on your team approves anything that reaches a customer or touches money, and you can always see what it did.

Yes. We work inside your own accounts, with access you control and can revoke at any time, and we show you exactly what data each system touches before anything is built.

It replaces the part of their job they complain about. Their time goes to customers, decisions and growth instead.

Let's talk about your busywork.

Tell us what's eating your team's time. Pick a slot that suits you; you'll talk with us directly, not a salesperson.

  • Free, with no obligation
  • A quick 30-minute call, video or phone
  • If it's useful, the call becomes your free AI audit, with a written report in 1-2 days

Free 30-minute call

Pick a time that suits you. You'll talk with us directly.

  • 30 minutes
  • Video or phone
  • No obligation
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