//AI agents and automations for accounting
The month closes itself.
You review it, you sign it,
and the client has it by Tuesday.
We build custom AI agents and workflows that slot into the ledgers, practice management and client portals you already run. They add a layer of intelligence, automation and advantage.
Agent 01
Receipt capture
Bills and receipts arrive by email, WhatsApp and phone photo, are read, coded to the right nominal and VAT rate, checked for duplicates and filed to the client.
Agent 02
Bank reconciliation
Every bank line matched overnight to a bill, an invoice or one of your own rules, so what is waiting in the morning is only the genuine unknowns.
Agent 03
VAT and deadlines
Every VAT quarter, payroll date and filing deadline tracked per client, the return prepared, the odd codings flagged, and the client chased for what is missing.
Agent 04
Month end close
The close starts on the first working day: journals drafted, variances explained in plain English, and a management pack per client waiting to be reviewed.
//Contact us
Show us how you work. We'll send back a free quote for what we'd automate first.
A short call about your tools and where the hours go. No deck, no discovery phase, no retainer to get an answer.