Client documents
on autopilot
Automation inside your own systems that collects documents, extracts the data and chases what is missing.
The problem
Your staff lose hours chasing clients for receipts and statements, then keying the data in by hand. Quarterly filing rules such as Making Tax Digital in the UK only add to the volume.
What you get
- Intake from email or your client portal, in one place.
- Data extraction and categorisation, ready for your ledger.
- A review queue. Nothing posts without your staff approving it.
- Automatic chasers to clients for missing documents.
- A monthly exception report of what needed a human.
- Works with your stack: Xero, QuickBooks or Zoho Books, Dext or Hubdoc, Microsoft 365 or Google Workspace.
Free pilot first
We process one of your clients' months alongside your current process. It runs after a data processing agreement is signed. At the end you get an accuracy report, and you decide after seeing it.
Pricing
One workflow, one integration and one round of changes. For example, email intake and extraction for one client type.
Full intake, chasers and reporting across your client base. Written scope and price after the pilot.
We keep it running, adjust it when your tools change and send the monthly report. Priced with your project.
Questions
Is client data safe?
The automation runs inside your own Microsoft 365 or Google Workspace and accounting software, using accounts you control. We build and test on sample data. More on the security page.
Where does client data go?
It stays in your systems. Extraction may call an AI model service, and we tell you which one before the pilot and set it up so your data is not used for training. We can sign a data processing agreement.
What if the extraction is wrong?
It will sometimes be wrong. That is why every item goes through a review queue, and why the pilot ends with an accuracy report. If accuracy is too low for you, you stop there, with no charge.
Do you replace our staff or our software?
No. Your staff review and approve, and your accounting software stays as it is. The aim is less chasing and less typing.
Who does the work?
One senior engineer owns your project from first call to delivery, using AI agents to draft code and tests. That engineer reviews every change before it ships and answers your emails.
Less chasing, less typing. Your staff review the work instead of doing it by hand.
Want to run the pilot?
Email us which accounting software and intake method you use. We tell you whether we can do it.
Run a free pilotOr write to [email protected]