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Hundreds of small tasks. Measured at last.

We measure your recurring tasks in hours per month, then automate one. Review and signature stay with you.

Map your recurring tasks See the use cases

Where the time goes

  1. 01

    Purchase invoices keyed by hand

    Supplier invoices entered one by one, line by line.

  2. 02

    Bank reconciliation

    Statement lines matched to entries, every month, for every client.

  3. 03

    Missing documents

    Clients chased again and again for the same supporting documents.

  4. 04

    Never measured

    Each task is small, so nobody has counted the hours they add up to.

What we set up

  1. 01 Every recurring task measured Tasks mapped and ranked in hours per month, on your own files. Build your AI roadmap AI diagnostic and roadmap
  2. 02 One task automated end to end A green, orange or red status per file, so your staff handle only the exceptions. Pick your first task Process automation
  3. 03 Clear rules for AI use A usage charter and a data rule your team applies to client files. Set your AI rules AI governance and usage charter

Use cases for this sector

What we can set up for accounting and professional services firms.

4 illustrative scenarios

Illustrative scenarios: what we can set up, not client results.

  1. Automation

    Purchase-invoice entry preparation

    Supplier invoices read and prepared as entries, for an accountant to validate.

    Connected to

    A dedicated mailbox and the import format of your accounting software.

    How it runs

    1. Invoices are read as they arrive.
    2. Supplier, dates, amounts and tax lines are checked and coded.
    3. Entries are prepared for import; doubtful ones are flagged orange.

    Deliverable

    An import file that your accountant reviews before posting.

  2. Automation

    Bank reconciliation preparation

    Statement lines matched to entries, so your team handles only the exceptions.

    Connected to

    Bank statement exports and your ledger export.

    How it runs

    1. Statement lines and ledger entries are loaded.
    2. Clear matches are proposed; partial ones are flagged.
    3. Your team handles only the unmatched lines.

    Deliverable

    A reconciliation proposal, reviewed and signed off by your team.

  3. Agents

    Missing-document chase

    Clients reminded of the documents still missing, in drafts your team approves.

    Connected to

    Your client list and your mailbox, in draft mode.

    How it runs

    1. Missing documents are listed file by file.
    2. One polite reminder is drafted per client, grouping every request.
    3. Your team approves each reminder before it goes.

    Deliverable

    One reminder draft per client, and a list of what is still missing.

  4. Document reading and control

    A supporting document for every figure

    Each figure in the accounts linked to the document that supports it.

    Connected to

    Your ledger export and your document folders.

    How it runs

    1. The figures to support are listed from the ledger.
    2. Each one is matched to an invoice, a statement or a contract.
    3. Unsupported figures are flagged red for a person to resolve.

    Deliverable

    A table of supporting documents, with the gaps in plain view.

Open these scenarios in the full catalogue

Your team stays in control

The tool flags. A person decides.

  • Consistent, ready to validate
  • To be checked by a person
  • Discrepancy found
  • The tool flags doubtful entries and unsupported figures.
  • It prepares entries, reconciliations and reminders.
  • Your professionals review and sign, as always.

Review and signature stay human: professional responsibility is never automated.

Related services

Service

AI diagnostic and roadmap

Build your AI roadmap

Service

Process automation

Pick your first task

Service

AI governance and usage charter

Set your AI rules

Start with a 20-minute conversation.

Tell us where you want AI to make a difference first. No commitment at this stage.

Request a first conversation