Accountancy and finance firms
Client month-ends land in the same week. Records arrive as whatever the client happened to send. The work is not hard — it is the same work, thirty times over, against a filing date.
Written from how this sector's finance office runs, not from a general case for automation. If none of it is recognisable, this is not the right page.
Most clients close on the same cycle, so the practice absorbs thirty month-ends in the same ten days. Capacity is not the constraint the rest of the month; that week it is the only constraint.
One sends a CSV export, one sends a scanned folder, one sends a shoebox. Before any judgement can be applied, someone has to make thirty different things look like one thing.
The missing bank statement, the unexplained journal, the invoice with no VAT number. Each chase is two minutes of thought and four days of waiting, and it happens on every file.
The partner’s time is worth the most and gets spent last, on whatever is left after preparation ran over.
Three of the finance systems in our Finance & Reporting suite, in the order that pays back soonest in this sector. The other two, and the other eight suites, are on the services page.
Each client’s records normalised into one layout on arrival, so preparation starts from a consistent file rather than thirty different ones. The exceptions are listed at the top instead of discovered on page four.
How it is builtPurchase invoices read and coded against the client’s own nominal structure, with anything ambiguous held for the person who knows the client rather than guessed at.
How it is builtThe records chase, not the junior. Missing statements and unexplained items are requested on a schedule, in the practice’s wording, and stop the moment the item arrives.
How it is builtPractices of roughly 10 to 80 staff, where the same partner still reviews every file and the bottleneck is preparation rather than judgement.
Single-director practices — the overhead of building it will outweigh the week it gives back. And anyone wanting the judgement automated: that is not what these systems do.
Live in 14 days, or your setup fee refunded. It is built into the finance software you already run — Sage, Xero, QuickBooks, Dynamics 365 Business Central or NetSuite. UK GDPR data processing agreement included. Professional indemnity & cyber insurance · Hiscox.
30 minutes, then a written note of where the hours actually go in your practice and which system would pay for itself first. Free, and you keep it either way.