Bank feedDaily
BeforeEvery line matched by hand
AfterRules match, odd ones flagged
Bank feeds
Bank lines matched to your rules overnight, with only the unusual ones left for a person.
Get 15 hours back from month-end admin
We automate bank feeds, invoice capture and client chasers for small accounting and bookkeeping firms, so your team does the work only people can do.
- Built on Xero, QuickBooks and Dext
- Two people in Leeds who pick up the phone
Works inside the tools your firm already uses
- Xero
- QuickBooks
- Dext
- Microsoft 365
- Gmail
Your week, before and after
The same jobs come back every Monday. Here is where a six-person firm's admin hours go, and what runs on its own once we're done.
15hback every week at a typical firm
- Monday
Key in bank lines
Matched before 9am
- Tuesday
Chase missing receipts
Requests sent for you
- Wednesday
Retype supplier bills
Drafted in Xero
- Thursday
Write month-end emails
Sent on schedule
- Friday
Post new-client forms
One link, signed
Before: done by handAfter: runs on its own
Four workflows we automate first
Each one runs inside software you already pay for, and tells a person whenever it needs a decision.
Supplier billDext to Xero
BeforeRetyped from email attachments
AfterCaptured, coded, drafted
Invoice capture
Bills from inboxes and Dext are coded and drafted in Xero or QuickBooks, ready for approval.
Month-end reminderScheduled
BeforeEmails written one by one
AfterSent on time, replies logged
Month-end chasers
Clients are reminded about statements and receipts on schedule, and you can see who replied.
New clientOnboarding
BeforeForms and ID chased by email
AfterOne link: forms, ID, letter
Client onboarding
New clients fill in one form, upload ID and sign the engagement letter in a single visit.
How it starts
No long project plan. One day with your team, then we build the first workflow on your own accounts.
- 01
Audit
We spend a day with your team, list every repeat task and pick the ones worth automating first.
- 02
Build
We build inside your Xero, QuickBooks or Dext account and test every workflow on last month's work.
- 03
Hand over
Your team gets a short guide and our numbers. We watch each workflow until it runs clean.
Audit notesDay one
- Bank feeds mapped
- Dext inbox checked
- Chaser emails drafted
Two people, both on every project
The person who audits your firm is the person who builds your workflows and answers when you call.
Based in Leeds
We come to your office for the audit day, anywhere in Yorkshire.
No hand-offs
No account managers. You always talk to someone who built the thing.
Plain English
We explain each workflow the way you'd explain it to a new junior.
Month-end used to swallow the last week of every month. Now the bank feeds are matched before we arrive, and the team spends those hours on client calls instead.
Questions partners ask us
Client data, the software you use and what happens on a bad day: here is what we tell every firm.
Is our clients' data safe with you?
We build inside your own Xero, QuickBooks and Dext accounts, using access you grant and can remove at any time. Before anything goes live we show you exactly what each workflow can see.
Which software do you work with?
Xero, QuickBooks and Dext, plus the email and file tools around them, like Microsoft 365 and Gmail. Using something else? We'll tell you honestly on the audit day whether it can be connected.
What happens if a step breaks?
Every workflow tells a person when it can't finish, instead of failing quietly. We get the same alert and fix it, so you never have to find a developer.
Do we need anyone technical on the team?
No. Your team keeps working in the software it knows. We set everything up, show people what changed and stay on call.
What does it cost?
Each workflow gets a fixed price after the audit, so you see the number before we build anything. The audit day is £650; most single workflows are built for £1,200 to £2,500.
What eats your month-end?
Tell us in one line. We'll reply with what we'd automate first.
Chasing clients for bank statements...