The work it does
The work we take off your team's desk.
Each of these is a job an AI colleague picks up on its own, prepares end-to-end, and hands back for one of your people to approve.
Bank transaction matching and reconciliations
Reads the statement, matches receipts and payments to the ledger, and allocates against open invoices.
Client document requests and follow-up
Notices what is missing, asks the client for it, watches for the reply and files what arrives.
VAT preparation and working papers
Prepares VAT workings, reconciles control accounts and surfaces only the items that need professional judgement.
GL mapping and allocation verification
Maps transactions to the right general ledger accounts using your firm's own conventions, then posts on approval.
Management accounts
Assembles the monthly pack, checks it against the prior period and explains the movements before a person reads it.
Routine client communications
Reads inbound client mail, drafts the reply with the figures attached and routes anything that needs judgement.
Custom workflows
Configure a colleague around the recurring work your firm already does — whatever shape that takes.