We automate the receipt-wrangling, categorisation and client chasing that eats billable hours, so your people spend their time on advice clients will actually pay for.
A set of pipelines that connect Dext or Hubdoc to your ledger with AI handling the edge cases, automatically chase clients for missing documents, and surface a live cashflow and KPI dashboard for each client. The same analytical rigour behind CompaniesHub, pointed at your practice.
Receipts and invoices captured, read and posted to Xero or QuickBooks, with the awkward edge cases handled by AI rather than a junior.
Missing-record reminders sent and tracked for you, so month-end is not held up by the same five clients.
Each client sees their numbers in real time, which turns compliance work into advisory conversations.
Categorisation and reconciliation accelerated so month-end takes days off the calendar.
We map how your business actually runs today, step by step, before we build anything. No six-month discovery phase.
Working software in weeks, not months. You see progress in short cycles and we adjust as we go.
We monitor, fix and evolve what we build. You get a direct line to the engineer, not an account manager.
We sell an accelerator with a human in the loop, not an autopilot for your accounts. Outputs are reviewed, data is UK-hosted, and we never put sensitive client data into public AI models.
No. We build around Xero, QuickBooks, Dext and the tools you already use. The automation sits on top, it does not replace your stack.
Routine entries are handled automatically and the genuinely ambiguous ones are flagged for a person. You keep oversight; you lose the typing.
Data stays UK-hosted, we work to data-processing agreements, and nothing sensitive goes into public AI models. Compliance is part of the design, not an afterthought.
We start with your heaviest manual workflow, so most firms feel the difference within the first month or two.
Book a free audit. We will look at how your business runs today and tell you honestly where automation would pay back first. No obligation, no jargon.
Book your free audit