Delegate the prep. Keep the sign-off.
Each client's work comes back with the journals drafted and the queries to send them.
Up and running in seconds.
No setup time. The jobs are already built, and nothing changes for your clients.
Don't change the way you work.
Your checklist becomes the instructions. Each client's exceptions go in their client notes.
Your whole team on one board.
Every client's jobs in one place, with who is reviewing what.
Start with one service on two or three clients.
We'll show you on your own clients' books.
From £10 per client a month.
£10 for schedules, bookkeeping and tax review. £20 for month-end close and year end. Prices exclude VAT.
Questions
Does anything post without my team's approval?
No. Nothing is written to a client's books until someone on your team approves it.
Does it work with QuickBooks?
Yes. It works on QuickBooks Online the same way as Xero, including posting journals, invoices and bills back when your team approves them.
What if it gets something wrong?
Send it back with a correction. The correction is saved to the job or the client's notes, so next month starts from it.
Who can see client data?
Only the people in your practice you invite. Data is stored on Google Cloud in London, with encrypted backups in the EU, and never used to train AI models.
How is this different from ChatGPT or Copilot?
It's connected to each client's books. It does the whole job, from reading the bills to drafting the journal, and shows its working.
What does it cost?
From £10 per client a month, for the services you switch on. See practice pricing