Firm AI Ops Show us a process

For accounting firms and lean finance teams

Your finance team should be reviewing exceptions, not assembling the same work every week.

We automate recurring accounting and finance work across the systems you already use, then monitor and manage it as it runs. From payment preparation and reconciliations to client chasing, reporting and close work.

Show us a process See how it works

Start with one recurring process your team still handles manually.

Managed workflows Illustration
  1. Live Supplier statement reconciliation Matches statement activity to the ledger and surfaces exceptions for review
  2. Live Monthly transaction questions Finds unclear transactions and prepares the information request
  3. In flight Weekly payment preparation Combines AP, purchase orders and due dates into a review ready schedule
  4. Queued Multi entity close review Surfaces unreconciled balances, missing documents and overdue close items
  • Works with your existing stack Xero, QuickBooks, spreadsheets, email and workflow tools
  • Humans stay in control Review and approval remain with your team
  • Managed after launch We monitor, fix and improve what we build
  • Start with one process Prove the value before expanding

The problem

Your systems already contain the information. Your team still connects the dots.

Xero has the transactions. Your inbox has the documents. A spreadsheet has the working. Your workflow tool has the deadlines. Someone still has to bring it all together, every week and every month.

  • Exports and spreadsheets The same data gets pulled, reshaped and copied every week or month.
  • Checking everything Staff review whole schedules because the systems do not say which items actually need attention.
  • Chasing and status updates Managers spend the week asking what is missing, what is complete and who needs to follow up.
  • Automation without ownership A script or workflow built once eventually breaks, changes or stops matching the real process.

What we automate

Start with the process that keeps eating the week.

We normally begin with one recurring process that consumes more preparation, checking or follow up than it should. These are common starting points on each side of the work.

Accounting firms

For bookkeeping, CAS and accounting teams managing recurring work across many clients.

  • Client information and document chasing Track what is outstanding and prepare each follow up for approval.
  • Uncategorised transaction requests Find unclear items and prepare the information request instead of copying them out.
  • Month end close preparation Surface unreconciled accounts, missing documents and overdue work before the deadline.
  • Client onboarding coordination Keep the checklist current and flag the file that is stuck.
  • Work status monitoring See which jobs have stalled without asking every manager.
  • Management reporting preparation Assemble the recurring pack from its sources, ready for review.

Finance teams

For controllers and lean finance teams managing recurring work across entities, suppliers and reporting cycles.

  • Payment schedule preparation Pull AP, purchase orders and due dates into a review ready schedule.
  • Supplier statement reconciliation Match statements to ledger activity and surface the differences worth investigating.
  • Prepayment and balance monitoring Watch prepayments and outstanding balances instead of rechecking them by hand.
  • Multi entity reporting Bring entity data together into one view without the copy and paste.
  • Cash flow preparation Prepare the recurring cash view from the sources it already lives in.
  • Month end close exceptions List what is unreconciled, missing or overdue as the close approaches.

We are not an outsourced accounting team, and we do not make accounting judgments for you. This works best where a recurring process already exists but too much of it is still manual. Who it fits, and who it does not

The shift

Move the team from preparation to review.

The judgment stays with your team. What changes is how much manual assembly happens before there is anything to review.

Before

  1. Export the data
  2. Update the spreadsheet
  3. Check every line
  4. Search email for the support
  5. Ask who has the missing pieces
  6. Follow up again
  7. Prepare the summary
  8. Send it for review

After

  1. AutomationGathers the information from every system
  2. RulesHandle the routine cases
  3. AIHelps where interpretation is useful
  4. ExceptionsFlagged for a person to look at
  5. Your teamReviews the judgment items
  6. ApprovedThe output goes out with sign off

How it works

One process at a time, through five stages.

Each stage produces something the next one needs, and the last two are the reason this is a managed service rather than a development project.

  1. 1 Understand The process is mapped as it actually runs: systems, people, decisions and the exceptions nobody wrote down.
  2. 2 Automate The systems you already use are connected, and the repetitive preparation and routine decisions are automated.
  3. 3 Test Normal cases and edge cases are run before any of it is relied on in production.
  4. 4 Operate We monitor the automation, handle failures and keep the documentation current.
  5. 5 Improve Once it is working, we move to the next most valuable process, or improve the one already running.

Human control

Automate the preparation. Keep people in control.

Automation gathers data, matches transactions, prepares schedules, finds missing information, drafts follow ups and surfaces unusual items. Judgment, approvals, payments and anything client facing stay with your team.

Read Your systems
Prepare Automation
Surface Output and exceptions
Decide Human review
Act Approved action
Nothing client facing is sent and no payment is made without your team’s approval.

Pricing

One managed service. Three published tiers.

Managed Automation is the tier most teams run on: we operate what is live and keep improving the next most valuable process. Published so you can decide before you talk to us.

Maintain

$1,000 / month

Keep existing automations healthy.

  • Monitoring, fixes and failure handling
  • Integration and credential maintenance
  • Updates when a connected system changes
  • Documentation kept current
  • A written monthly operating summary
  • No significant new automation build work
Show us a process

Most teams start here

Managed Automation

$3,000 / month

Operate what is live and keep improving the next most valuable process.

  • Everything in Maintain
  • Active operation of the workflows already live
  • Exception handling and failure review
  • One meaningful automation priority in progress at a time
  • Regular review of what to automate or improve next
  • A walkthrough when something materially changes
Show us a process

Embedded

$6,000 / month

For teams with several processes moving at once.

  • Everything in Managed Automation
  • Multiple automation priorities in progress at once
  • More complex cross system workflows
  • Priority handling for operational issues
  • A regular roadmap and prioritisation review with your finance or operations lead
Show us a process
  • Month to month, no minimum
  • Pause or stop any month
  • 10% off an annual prepayment
  • Work larger than about a month is scoped and quoted separately

Working together

Enough communication to keep the work moving.

Most of the engagement runs in writing. Meetings are a tool we reach for when they help, not a cadence you inherit.

Most work moves in writing

Requests, decisions and progress are documented as we go, so nothing waits for a calendar slot and there is always a record of what was agreed.

A recording beats a meeting

A short screen recording of how a process runs today usually tells us more than a workshop would. Send one whenever showing is easier than typing.

Calls when they save time

A short working call is used when it will unblock a process faster than messages. Managed Automation and Embedded clients can keep a light recurring review where it helps.

Show us the process your team keeps doing manually.

Start with one recurring workflow. We map where the time goes, what can be automated and what should stay under human review, in writing, within three working days.

Show us a process