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.
Learn moreBookkeepers
AI automation for bookkeeping firms.
Receipts, categorisation and reconciliation prep across many clients, handled by workflows that a person approves.
One receipt, four seconds
- Supplier
- Costa Coffee
- 99%
- Date
- 14 Oct
- 98%
- Net
- £40.00
- 97%
- VAT
- £8.00
- 97%
- Account
- Staff welfare
- 92%
Matched to bank feed
The problem
Where the time goes in your firm.
Receipts that never reach the ledger
Photos, emails and paper arrive in every shape, and each one is keyed by hand before it can be matched.
The same decisions, client after client
Categorising familiar transactions across dozens of ledgers is repetitive work that still needs care.
Chasing for what is missing
Every month someone writes the same reminders to the same clients about the same missing statements.
Growth that adds headcount, not margin
Each new client brings more admin, so taking on more work means hiring before the work pays for it.
What we build
Workflows for bookkeepers, approved by your team.
Receipt and invoice capture
Documents read and turned into clean, structured entries that match the right client and period.
Bank statement to ledger
PDF and CSV statements read, categorised and queued for approval before they reach Xero, QuickBooks or Clear Books.
Missing-records chasers
Reminders sent on a schedule to the clients who owe you documents, and stopped when the documents arrive.
Month-end packs
Client reports and dashboards assembled from the ledgers you already keep.
How 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
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.
Learn moreAI Consulting
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 moreQuestions
What bookkeepers ask before they call.
Does it work with Xero, QuickBooks and Clear Books?
Yes. We build around the tools you already pay for. The AI Audit confirms what connects and what does not.
Who checks the output?
Your team. Every workflow ends in an approval queue, usually a few minutes a day, and nothing is posted, filed or sent until a person approves it.
Do you need access to our client data?
Not for the audit. For a build, only the fields the workflow needs, under a DPA, in your own accounts.
Other industries
Not your sector?
Accountants
Year-end bottlenecks, bank feeds, client chasing, VAT prep.
How we helpFinancial Advisers
Fact-finds, suitability packs, annual review reminders.
How we helpInsurance Brokers
Submissions, renewals, bordereaux and premium accounting.
How we helpReady 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.