Accounting teams. Practical AI. Human review.
Bookkeeping, reconciliations and reporting, delivered by accountants with scoped AI workflows. Support for businesses and accounting firms, with human review built into the work.
Accounting data and supporting documents
Agreed workflows assemble drafts and flag exceptions
Investigate exceptions and document open questions
Reports, schedules and a clear handoff
A managed service with human review. Workflows are selected and tested for each engagement.
From your own books to your firm’s client work, start with the support you need today.
Add an accountant, outsource recurring client accounting, or automate a process your team already runs. Your firm keeps its brand and client relationships.
Explore firm partnershipsBookkeeping, payroll, tax support and Virtual CFO services for your business. Work with an accounting team around an agreed scope and reporting schedule.
Explore business servicesCustom financial dashboards bring revenue, margins, cash and overdue receivables into one view. Compare entities and reporting periods to see where attention is needed.
Custom dashboard implementation and ongoing support are quoted by scope. Refresh frequency depends on source systems and integrations. Group consolidation and intercompany eliminations require a separate agreed scope.
Compare entities in one reporting view
Sample figures and proposed design, matching our presentation. This is an illustration, not a connected live dashboard or client result.
Choose the accounting service your business needs. Automation is optional, and existing clients can continue with their current services.
Recurring bookkeeping, reconciliations and financial statements for an up-to-date view of your business.
Explore bookkeeping ↗Bring historical records up to date, with cleanup work scoped separately from ongoing accounting.
Explore catch-up services ↗Payroll processing and coordination, with responsibilities and deadlines agreed for your business.
Explore payroll ↗Discuss the tax preparation and compliance support available for your entity and jurisdiction.
Explore tax services ↗Budgets, cash flow forecasts and management reporting to support your financial decisions.
Explore Virtual CFO ↗Review your accounting process and plan a system setup suited to the way your team works.
Explore systems advisory ↗Tell us which part of your accounting needs attention.
For an agreed reporting workflow, automation can assemble information and flag items for attention. An accountant investigates the exceptions and prepares the handoff.
The service includes the people doing the work and maintenance of the agreed automation.
See an example processAccounting data, statements and supporting documents.
Agreed automation prepares a draft; an accountant checks exceptions.
Reports, supporting schedules and a list of unresolved questions.
Talk through the workload, systems and support you need.
Agree deliverables, responsibilities, fees and review arrangements.
Confirm access, working-hour overlap and communication before kickoff.
Review delivery together and agree changes as your needs evolve.
One conversation to understand the need and agree a useful next step.