The work it does
Custom workflows
Configure a colleague around the recurring work your firm already does — whatever shape that takes.
What it receives, what it does, what it completes.
What the colleague receives
- A recording of one of your people doing the job once
- Access to the systems that workflow touches
- The review points and sign-off rules your firm applies
What it does
- Turns the recorded process into a repeatable workflow, with your steps and your checks
- Runs it in shadow beside your team first, so you can compare output
- Widens to more clients and periods as accuracy holds
- Keeps the workflow documented and exportable — it is yours
What it completes
- A documented workflow definition owned by your firm
- Shadow-mode output you can compare against your team's
- Finished jobs in the review queue once accuracy is proven
What it escalates
- Steps where the firm's rule has not been confirmed yet
- Inputs that arrive in a shape it has not seen before
- Any action that is not reversible
What the accountant reviews
Finished jobs in your review queue with the evidence, the reasoning and the exceptions listed.
Other work it takes on
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.