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DD-340 · Accounting, bookkeeping & tax practices

Check the work. Stop typing it.

Most small practices still spend hours each week typing receipts into the books and chasing clients for paperwork. We build small, reliable automations around the software you already use, so your team reviews and approves instead of keying in.

Book a free 20-minute call

Scope

What we automate

  • 01Receipts and invoices into your booksPhotos, scans and PDFs from email or upload are read and drafted as entries in QuickBooks, Xero or Sage. Your team checks and approves; nothing posts on its own.
  • 02Chasing clients for missing documentsPolite reminders go out automatically for what’s still outstanding, and stop by themselves the moment the document arrives.
  • 03Client intake that sorts itselfUploads land in the right client folder, named consistently, with a checklist of what’s still missing for each client.
  • 04Reports without copy and pasteMonthly management reports and client summaries built from your accounting data on a schedule, ready to review and send.
  • 05Deadline remindersVAT, payroll and filing deadlines tracked per client, with alerts to your team before anything is due.

Experience

We’ve built document automation for professional services.

Our team’s background includes AI document automation for a professional services firm: incoming documents read, classified and routed automatically, with a human review queue and a full audit trail.

See the automation work →
  • Documents read from email, uploads and scans
  • Low-confidence items routed to a person
  • Every decision logged for audit
  • Built to run reliably in production

How it works

Four steps, one fixed price.

  1. 1.Free 20-minute callWe ask which software you use and where the hours go each week.
  2. 2.Pick one workflowWe start with the one task that costs you most, so you see results quickly. One fixed price, in writing.
  3. 3.Build and test with youUsually one to three weeks, tested on your real documents before anything goes live.
  4. 4.Handover and supportA short guide for your team, and we stay on hand to adjust it as you use it.

Straight about it

A person stays in charge

Nothing is posted to your books or sent to a client without someone on your team approving it. Every automated step is logged, so you can always see what happened and why.

Questions

Straight answers.

Q.01Which software does this work with?
QuickBooks Online, Xero and Sage are the most common, and we also work with practice tools and portals such as ShareFile. On the first call we check what you use before recommending anything.
Q.02Is it accurate enough to trust?
Automation drafts, your team approves. Anything the system isn’t confident about is flagged for a person to check, so mistakes are caught before they reach the books.
Q.03Is our clients’ data safe?
Documents stay within your existing systems or established, secure services. We set up two-step login and access controls as part of the work, and we never ask you to email client data.
Q.04How much does it cost?
Each workflow is a fixed price agreed before we start. Most practices begin with one workflow and add more once they see the time saved.
Q.05Where are you, and when do you work?
We work remotely with practices in the UK and US, during your business hours.

For accounting & bookkeeping practices

Book a free 20-minute call

Tell us where the hours go each week and we’ll show you, in plain English, what could run itself.