AI workflow discovery
Identify high-volume, rules-based and analysis-heavy tasks where AI can assist without weakening control.
Applied AI for accounting
Useful support across the finance cycle
We start with the task, data, risk and reviewer. AI is introduced only where the benefit is clear and the output can be checked.
Document intelligence
Capture, classify and extract invoice, receipt and statement data with validation and exception handling.
Close & reconciliation
Automate matching, flag anomalies, prepare schedules and coordinate month-end tasks across the team.
Reporting copilots
Draft variance commentary, surface drivers and answer governed questions from approved finance data.
Forecasting support
Build scenario models, cash-flow early warnings and driver-based forecasts with expert review.
Knowledge assistants
Make policies, chart-of-accounts rules and process guidance easier for teams to find and use.
Responsible by design
Human judgement stays in the loop
When personal data is involved, the design considers UK GDPR accountability, data minimisation, accuracy, security and the roles of controller and processor.
- Documented purpose, lawful data use and risk assessment
- DPIA support where processing is likely to create high risk
- Approved data sources, permissions and retention rules
- Human sign-off for payments, filings and material judgements
- Monitoring for accuracy, drift, exceptions and supplier changes
Connected software
Platforms we can support
We work with your preferred tools and recommend change only where it earns its place. Product suitability and HMRC compatibility are checked for the services you need.
Xero
QuickBooks
Sage
Dext
Hubdoc
ApprovalMax
Stripe
Shopify
Power BI
Excel
Zapier / Make
Microsoft 365
Start with one workflow