AI-based data analysis, with an accountant checking the answers
We use AI to read, reconcile and interrogate your financial data far faster than a spreadsheet allows — then a qualified accountant verifies what it finds before it reaches you. Speed from the machine, judgement from a person.
Scope of the service
- Anomaly detection: duplicate invoices, unusual payments, rate and quantity outliers
- Spend and margin analysis by supplier, project, cost centre and period
- Cash-flow forecasting from your actual payment patterns
- Invoice and receipt data extraction (OCR) straight into the ledger
- Automated matching of bank lines to invoices and contracts
- Trend and variance commentary written in plain English
- Ask-your-numbers: plain-language questions answered from your own data
- Monthly insight report alongside your management accounts
- Businesses with years of transactions in spreadsheets or an ERP and no time to mine them
- Project companies that want early warning on cost overruns and supplier drift
- Owners who want answers to “where did the money go?” without building a dashboard themselves
A fixed monthly fee agreed before we start, based on scope and volume. No hourly billing.
Remote, but never out of sight.
A simple monthly rhythm. You send documents; we record, reconcile and report; you review the results in your portal — from any device.
Connect
We agree scope, set up secure document sharing and map your accounts and contracts.
Record
Invoices, payments and project costs are entered as they arrive, in the original currency.
Report
Month-end close produces your statement: supplier totals, fees, balances and progress.
Review
Open your portal, check the figures, export Excel or PDF — and raise anything with us directly.
Frequently asked
Straight answers to the things clients ask before they start.
Is my data used to train AI models?
No. We use business-grade AI tools under agreements that exclude training on customer data, and your files never leave controlled, access-limited storage.
How accurate is it?
The AI does the heavy lifting; a qualified accountant checks every finding before you see it. You get speed without trading away reliability — nothing reaches you unverified.
Do I need to change my accounting system?
No. We work from exports of whatever you use — spreadsheets, an ERP, bank statements — and return findings as reports, not as changes to your system.
Can this be added to my existing bookkeeping engagement?
Yes. Most clients add it as a monthly insight layer on top of bookkeeping and reporting, for a modest addition to the fixed fee.
Let’s talk about your finance function.
A free 30-minute consultation. Tell us what’s not working and we’ll tell you honestly whether we can help.