Grow your client base, not your payroll.
Automated document collection, client reminders, and ledger preparation built specifically for accounting and bookkeeping firms.
Growth is capped by manual work.
Chasing clients for documents
Endless reminders for invoices, receipts and bank statements — every single month.
Manual data entry
Blurry receipt photos and PDFs typed in by hand, line by line.
Deadline crunch
VAT, month-end and tax season push the team into overtime and burnout.
Six ways to take on more clients.
Automatic document collection
A simple WhatsApp/email flow that asks clients for missing documents, follows up on its own, and files everything in the right folder.
Receipt & invoice reading
AI reads receipts, invoices and statements and turns them into clean, categorized entries ready for your accounting software.
Pre-reconciliation
Bank transactions matched to documents automatically, with only the exceptions flagged for your team to review.
Client communication assistant
Answers routine client questions, sends deadline reminders, and drafts replies for your approval.
Reports & client summaries
Monthly summaries and plain-language reports for clients generated in minutes instead of hours.
Onboarding new clients
Digital intake, engagement letters and document checklists so new clients are set up quickly and correctly.
Your clients' data stays protected.
- Financial data stays confidential and is never used to train public AI models.
- AI prepares and drafts — your accountants always review and approve filings.
- Works alongside the accounting software you already use.
Three simple steps.
- 1
Free 30-minute call
We learn how your firm runs and where hours are lost.
- 2
A tailored plan
A short, clear plan focused on the tasks that will free the most capacity.
- 3
Setup & hand-over
We set everything up, train your team, and stay available.
Let's grow your firm without growing your payroll.
Tell us where your team spends the most time. We'll map a simple plan together in a 30-minute call.