AI Automation for SME Accountancy
Stop chasing receipts and spreadsheets. We design practical automations that capture, reconcile, and report — so you focus on running the business.
What we automate
We work with your stack
Keep the tools you love. We connect and orchestrate best‑in‑class apps to remove manual steps.
Automation playbooks for accountants
Supplier invoices → ledger (no chasing)
Suppliers email PDFs → OCR → approval route → auto‑post to Xero/QuickBooks with rules & attachments.
- Auto‑capture & duplicate detection
- Spend limits & multi‑step approvals
- Auto publish to the correct nominal + VAT code
Bank feed rules that reconcile themselves
Pattern‑based rules tag, allocate VAT, and reconcile frequent transactions. Exceptions get flagged for review.
- Rules for suppliers, card feeds, subscriptions
- AI‑assisted suggestions for new rules
VAT MTD: prepared, checked, filed
Data quality checks before you file. Exceptions list, attachments trail, and digital links for MTD compliance.
- Quarter‑end pack generated automatically
- Direct submission via MTD connection
Payroll data sync
Timesheets & expenses flow into payroll; journals post back to the ledger; payslips delivered securely.
- Auto‑enrolment & RTI reminders
- Director payroll & benefits capture
Never miss a deadline
Automated reminders for VAT, CT600, accounts, and SA100 — with status tracking and shared checklists.
- Client‑friendly request portals
- Evidence attached to each task
Live management reporting
Auto‑refresh dashboards, margins by product, cash runway, and “what‑if” scenarios for Directors.
- Close‑checklist driven month‑end
- Board pack generated automatically