AI Audit
We map how your firm actually runs: where documents arrive, who touches them, what gets re-keyed. You get a written report ranking what to automate by hours saved, how to do it safely and what to leave alone.
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AI your compliance officer can follow.
Three services, one order: a written plan, workflows that take the repetitive work off your team, and support as the tools change. A person approves every output.
How we work
Audit. Automate. Advise.
Three services, one order. You see a written plan before anything is built, and each piece is reviewed and accepted before the next one starts.
AI Automation
Custom workflows that take the repetitive work off your team: document processing, Xero and QuickBooks entries, onboarding, renewals and chase-ups. Built on n8n or Make with error handling, logging and a human approval step, and documented so your team can run it.
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Support that keeps your firm ahead as the tools change: monitoring what we built, small improvements, a quarterly review of what to automate next and a straight answer when a new AI tool appears. Optional. You own everything either way.
Learn moreHow it stays safe
A person approves it, and you can explain it.
A workflow that cannot be explained to a compliance officer should not exist.
- Human approval on every workflow, no exceptions
- UK GDPR built in: UK/EU hosting, no-training AI providers, a DPA first
- You own the build: your accounts, your documentation, no lock-in
- One person from the first call to the handover
Ready to get your team back to the work you hired them for?
A 20-minute call. We will tell you honestly what is worth automating, what is not, and whether an audit makes sense for you.