// Accounting
AI automation for accounting firms that clears data entry, document chasing, and monthly reports across Xero, QuickBooks, Sage, and n8n. Your team does the work that needs their qualification.
Built with your stack
// Try these
Real workflows we build for practices on Xero, QuickBooks, and Sage. Pick one - we wire it into your ledger.
Auto-categorise every bank transaction and post reconciliations so the ledger is clean before you open it.
Send engagement letters automatically and chase the signature until it is returned.
Chase missing receipts and bank statements from clients until every document is in.
Generate monthly management accounts and KPI dashboards straight from the books.
Track every tax deadline and send clients reminders and filing confirmations on time.
Reconcile daily payments and flag every failed charge before it becomes a bad debt.
The problem
Every practice loses the same hours: transactions keyed by hand, documents chased over email, spreadsheets rebuilt every month, deadlines tracked on sticky notes.
Each of these is a candidate for automation. The audit call is designed to find the highest-value targets first.
Want to identify your highest-value automation opportunities?
Free audit. Thirty minutes.
Bank feeds, transaction categorisation, and reconciliation workflows automated. Manual data entry eliminated or dramatically reduced. Errors caught automatically before they reach the accounts.
Document collection, deadline tracking, and tax preparation workflow automation. Client reminders, document requests, and filing confirmations sent automatically.
Engagement letters, document requests, approval workflows, and client follow-up all automated. No more email chains chasing bank statements and receipts.
Monthly management accounts, KPI reports, and dashboard updates generated automatically from your accounting data. No manual report building.
Automated workflow distribution, quality control checkpoints, and progress tracking for practices managing offshore accounting teams.
Want to reduce manual work in your accounting practice?
Book the audit. We scope accounting automation in 30 minutes.
Data entry, document collection and chasing, client follow-up, report generation, and deadline tracking are the highest-value starting points.
Xero, QuickBooks, Sage, and custom setups. We scope the integration on the audit call.
Pricing depends on the scope of your system. After a free audit we give you a clear quote, fixed-price or hourly, whichever fits. Book the audit for a number tailored to you.
Yes. We build workflow distribution and management automation specifically for practices managing offshore teams.
// Free Audit
Book the audit. Free. Thirty minutes. We map what your practice can automate.