Workflows that take the repetitive work off your team.
Document processing, Xero and QuickBooks entries, onboarding, renewals and chase-ups, built one workflow at a time with a person approving every output.
- Email in
- Extract
- Validate
- Approve
- Xero
Last run 12 min ago · 48 documents · 0 errors
- 2 to 4 weeks per workflow
- A running, documented workflow
- A person approves every output
What every workflow includes
Built inside your tools
Built on n8n or Make and connected to the tools you already use, such as Xero and QuickBooks.
A human approval step
Outputs wait in a queue until your team approves them. Nothing is posted, filed or sent without a person.
Error handling and logging
Failures are caught and flagged rather than silently dropped, and every run is logged so it can be checked later.
Documentation you keep
Written so your team can run it, in your own accounts, with no lock-in.
One workflow at a time.
Choose the workflow
We start from the audit's ranked list and agree the first workflow to build, and exactly what done looks like.
We build it
Built with error handling, logging and an approval step, and tested on realistic examples before you see it.
You review and accept
You check the output against what was agreed. Each piece is reviewed and accepted before the next one starts.
Handover
Documentation, your accounts and your team running it. If you want more, the next workflow comes from the same list.
Accepted before it is paid for.
If a workflow does not do what the report said, you do not pay for it.
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
What firms ask before they call.
What can you automate?
Document processing, Xero and QuickBooks entries, client onboarding, renewals and chase-ups are typical. The AI Audit ranks what is worth building in your firm.
Do we need the audit first?
For a first build, yes. The audit is the written plan every build starts from, so you see what will be built before anything is.
What does my team have to do?
Approve outputs in a queue, usually a few minutes a day. Everything else runs on its own.
Do you need access to our client data?
Only the fields the workflow needs, under a DPA, in your own accounts.
Audit. Automate. Advise.
- AI AuditLearn more
- AI ConsultingLearn more
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.