More client-ready accounts from the same team.
Coding, reconciling and reporting follow clear rules and repeat every month. That is where AI is most dependable.
Tasks in accounting and bookkeeping that people already use AI for.
Research that matches real AI conversations to job tasks shows where AI is already used in each field. Each bar shows how often people asked AI to complete the task rather than working through it alongside AI.
- Code documents according to company procedures79%
- Classify, record and summarise financial data67%
- Prepare detailed reports on audit findings57%
- Prepare adjusting journal entries54%
- Check figures and postings for accuracy and correct codes53%
The deliverables we usually look at first.
We work alongside your bookkeepers, accountants, reviewers and the partner who signs off, and start where the work is frequent, rule-based and quick to check.
Monthly bookkeeping
Transaction coding and reconciliation prep, with exceptions flagged for review.
Management accounts
First-draft variance commentary written from the numbers, checked by the accountant.
Client requests
Lists of missing documents and follow-ups drafted from what is already on file.
What stays with your people
Advice, tax judgment and professional sign-off.
Your clients’ data
Client financial records stay under written data rules, on business plans that don't train on your data. Where tax return data is involved, taxpayer consent rules apply first.
Find out if your firm is eligible
A few questions about your firm and your work, and an evaluation based on research into how AI is used in your field.