For bookkeeping and accounting firms
Client documents on autopilot
Automation inside your own systems that collects documents, extracts the data and chases what is missing.
The problem
Your staff lose hours chasing clients for receipts and statements, then keying the data in by hand. Making Tax Digital quarterly updates in the UK add to the volume.
What you get
- Intake from email or your client portal.
- Data extraction and categorisation.
- A human review queue. Nothing posts to the ledger without your staff approving it.
- Automatic chasers to clients for missing documents.
- A monthly exception report.
- It works with Xero, QuickBooks or Zoho Books, and with Dext or Hubdoc if you use them.
- It runs inside your Microsoft 365 or Google Workspace.
Timeline
Pilot first, then set-up. We agree the timeline in writing once we know your tools and intake method.
Price
| GBP | AUD | AED | |
|---|---|---|---|
| Standard setup | 1,500 | 2,900 | 6,900 |
| Founding setup (first 3) | 900 | 1,750 | 4,100 |
| Monthly | 300 | 590 | 1,390 |
Founding price is in exchange for a written case study and a review. You approve the wording.
Free pilot first
We process one of your clients' months in parallel with your current process. At the end you get an accuracy report. You decide after seeing it.
Questions
Is client data safe?
The automation runs inside your own Microsoft 365 or Google Workspace and accounting software, using accounts you control. We build and test on dummy data. We hold no security certification. See the security page.
Where does client data go?
It stays in your systems. Extraction may call an AI model service, and we tell you which one before the pilot and set it up so your data is not used for training. We can sign a data processing agreement.
What if the extraction is wrong?
It will sometimes be wrong. That is why every item goes through a review queue, and why the pilot ends with an accuracy report. If accuracy is too low for you to use, you stop after the pilot and set-up is not charged.
Who does the work?
A senior engineer leads and owns your project, using AI agents to draft code and tests. Every change is reviewed by that engineer before it ships. We do not subcontract your project to anyone without telling you first.
Do you replace our staff or our accounting software?
No. Your staff review and approve. Your accounting software stays as it is. The aim is less chasing and less typing, not different software.
Want to run the pilot?
Email us which accounting software and intake method you use. We will say whether we can do it.