Accounting & Financial Advisory

Busy season should test your judgement, not your tolerance for chasing people.

The same four clients chased for the same four documents every year. Statements rekeyed line by line. Reconciliations that are really just matching. Reports rebuilt by hand each month. We automate that work end to end and keep it running.

Book a call See what we automate
Works with
Your tax and workpaper software, the general ledger, bank feeds, the client portal, and e-signature.
Built around
Client financial data and independence. Every extracted figure traces back to its source document, so the working papers hold up under review.

What we automate

The work that keeps coming back

These are the processes we see eating the most time in this line of work. You do not have to take all of them, and we start with whichever one is costing you most.

Document collection

Personalised request lists sent per client, with reminders that escalate on their own and a running view of who still owes what.

Data extraction

Statements, receipts, and source documents read into structured data and posted into your software, with every figure linked back to the page it came from.

Reconciliation and cleanup

Transactions matched and categorised against your rules, with only genuine exceptions escalated instead of the whole ledger.

Client reporting

Monthly and quarterly packages assembled, checked for the errors that normally get caught at review, and delivered on schedule without anyone rebuilding them.

Three ways in

Start where it makes sense for you

The same three levels of scope apply here as everywhere else. Most engagements start in the middle and move outward.

  1. 01

    Govern what you already run

    If your team is already using AI tools on this work, we put structure around it first: house rules your tools load automatically, reusable playbooks, and a data-handling policy that is actually enforced.

  2. 02

    Automate a workflow — or several

    The most expensive process on the list below, built and wired into the systems you already use, run alongside your current way of working until it is proven, then switched over.

  3. 03

    An agent that owns the role

    For work that is less a workflow than a job: an agent that handles the function end to end, with defined authority over what it decides alone, what it escalates, and to whom.

Not sure which one you need? That is the first conversation — tell us what is eating your week and we will tell you whether it can be automated and roughly what that takes.

Who else we help

Other industries we work with

Different systems, same pattern: repetitive, deadline-driven work that still gets done by hand. If yours is not listed, the pattern usually still holds.