AI for Accountants

Built for practices rather than businesses: automates categorisation and reconciliation across client books and syncs with QuickBooks and Xero.

Continuous categorisation with a genuinely readable view of where a client's money went, which makes the monthly conversation easier.

Accounting built around automation from the start rather than bolted on, which shows in how little cleanup it needs.

Invoice processing and coding at volume, aimed at AP teams handling thousands of documents a month.

Cards, expenses and AP in one place with automated coding and policy checks — removes most of the month-end receipt chase.

Connects the systems that will never integrate natively, which in practice means the client's tool and yours.

Upload a trial balance or transaction export and ask questions in plain English. It writes and runs the analysis and shows the chart.

AI functions inside Google Sheets and Excel, so cleanup and categorisation happen where your working papers already are.

A spreadsheet with AI and live data connections built in — good for recurring client reporting packs.

The reporting layer most mid-size clients already own. Its AI features answer questions against the model without you building a new visual.

Explains a set of figures in language a non-financial director will follow, which is most of what a management letter is.

Client meeting notes that turn into actions without you typing through the conversation.

Records and summarises client calls — useful when the fee dispute six months later turns on what was agreed.

Keeps letters and reports going out clean under the practice's name.