AI Automation
Automate the busywork. Grow your UK small business.
I design practical AI + workflow automations across bookkeeping, finance ops, and websites. Fewer manual steps, faster cash collection, clean compliance — with a human-in-the-loop where it matters.
AI automations that move the needle
Pick what you need now — or combine modules for an end-to-end flow.
Zero-touch bookkeeping
- Receipts & bills → OCR → coding suggestions
- Human approval → post to Xero/QBO/Zoho
- Exception inbox with audit trail
AR collections assistant
- Smart email/SMS/WhatsApp reminders
- Tone & timing tuned to payer behaviour
- Promises-to-pay tracking and ledger updates
AP approvals & fraud guard
- Approvals by policy & amount
- Duplicate/vendor bank change detection
- Ready for weekly payment runs
Cashflow forecasting
- Driver-based 13-week forecast
- What-if scenarios (VAT quarter, hiring, price)
- Low-balance & covenant alerts
Website → invoice automation
- Quote/booking → invoice + payment
- Stripe/GoCardless integration
- Auto post to ledger and chase
Client portal & document AI
- Secure uploads with status tracking
- Letters & statements explained in plain English
- Auto-create tasks for missing items
Built for UK compliance and tooling
From VAT rules to Open Banking, implementations reflect how UK SMEs actually operate.
VAT & MTD readiness
Box mappings, evidence packs, digital links and clean audit trails.
Open Banking feeds
Plaid/TrueLayer connections, daily bank recs, anomaly alerts.
Payroll & HMRC touchpoints
Anomaly checks before runs, RTI/PAYE sanity checks.
GDPR-first design
Least-privilege access, retention controls, no sensitive data in prompts.
Start small, scale fast
Transparent deliverables. Tangible outcomes.
Starter – Workflow Jumpstart
Automate one high-volume flow with human-in-the-loop controls.
- Intake → e-sign → invoice or bills → ledger
- Exception inbox + audit trail
- Baseline KPI report (hours saved, % auto-coded)
Growth – Cloud Accounting Autopilot
Zero-touch bookkeeping + AR/AP + VAT autoprep + cashflow.
- OCR + posting to Xero/QBO/Zoho
- AR reminders and AP approvals
- 13-week forecast with scenarios
Scale – Lead-to-Ledger
Quote/booking on your website through to payment, ledger and insights.
- Quote builder or bookings → invoice + payment
- E-commerce/Marketplace accounting pack (optional)
- Monthly board pack narrative
AI in action
Selected builds showing live automations and data-driven UX.
Dynamic Astronomical Events Calendar (MKAS)
Automated ingestion + classification of sky events into a filterable front-end; data curated off-site, page fetches and renders client-side.
Programme Schedule Automation (MKAS)
Recurring events engine (alternate-Friday pattern) with defaults for venue/time; built for easy year-over-year updates.
Interactive Restaurant Menu (Faraday Keynes)
Structured menu tagging, multi-criteria filters, keyword search, and cart maths (items, total £, serves). Checkout-ready architecture.
Prayer Times Widget (Faraday Keynes)
Client-side calculation of daily/monthly prayer times with timezone handling—lightweight embeddable widget.
Practical delivery, measurable outcomes
Automations are durable when they’re simple, observable, and easy to override.
1) Assess & map
Data sources, outputs, and pain points; define guardrails.
2) Prototype
Automate one high-volume flow; keep a human-review step.
3) Instrument
Log inputs/outputs/approvals; create an exception inbox.
4) Iterate
Expand by ROI; report hours saved, error rate, DSO changes.
Common questions
Where does AI fit vs. rules?
Start with deterministic rules for speed and reliability; use AI for unstructured docs and edge cases. Everything is observable and reversible.
Will this work with my tools?
Yes — Xero, QuickBooks Online, Zoho Books, Stripe/GoCardless, Shopify, Google Workspace, Slack/Teams, and more.
Is my data safe?
GDPR-first design, least-privilege access, encrypted transit/storage. Sensitive data never used to train public models.
How do we measure ROI?
Track hours saved, % auto-coded, exception rate, DSO, on-time AP, forecast accuracy, and close time.
Ready to explore your automation roadmap?
Send a quick note with your current tools and the one process you most want to fix. I’ll reply with options and a ballpark.
- Discovery call (30 mins)
- Quick wins you can ship in 2–4 weeks
- Clear scope, fixed fees, audit trail included
