Finance & accounting
Bookkeeping that keeps pace with the month.
Reconciliation, invoicing, expense follow-up and month-end preparation — staffed by finance-trained assistants, with automation applied only where the process is stable enough to deserve it.
Named ownership, documented workflows and clear reporting.
Finance & accounting support
Live workflow
ExecutionAI + automation
ControlHuman-owned
IntelligenceMeasurable
VA20Four7 ownsRecurring bookkeeping support
Your team keepsTax and statutory decisions
One operating model
Execution. Control. Intelligence.
Three connected layers keep the work moving without turning automation into another black box.
ExecutionAI agents + automation
Handle the stable, repeatable steps.
ControlHuman owners
Approve, resolve exceptions and own sensitive judgement.
IntelligenceQA + customer signals
Measure quality, workflow health and what users are telling you.
What the workflow can own
What you can get off your plate.
Some of this should be automated and some of it genuinely should not. We scope the role around the work, then tell you which steps are stable enough to hand to software and which need a finance-trained person watching them.
Bookkeeping
Transactions categorised and recorded consistently, with questions flagged instead of guessed.
Bank reconciliation
Accounts matched on a regular schedule, with discrepancies identified for review.
Accounts payable
Supplier invoices logged, approvals followed up and payment information prepared for your sign-off.
Accounts receivable
Invoices raised on schedule and overdue accounts followed up using the tone and cadence you approve.
Expense processing
Receipts collected, coded and matched so expenses do not pile up at month-end.
Month-end support
Reports and reconciled records prepared in the format your accountant or finance lead needs.
Execution + control
Automate what is stable. Keep human ownership where judgement begins.
The workflow separates repeatable execution from the moments that require a person. AI agents and automation handle stable steps; a named human owner handles judgement, approvals, exceptions and final accountability.
Finance & accounting supportWorkflow view
INV-2048MatchedINV-2051ReviewEXP-889MatchedINV-2057Exception
AutomationExtraction + matchingHuman ownerExceptions + sign-off
Intelligence layer
Do not just run the workflow. See how it performs.
The platform brings AI-agent and human-owner performance, Auto QA, scorecards and operational signals into one view. For customer-facing workflows, it also surfaces sentiment, pain points, feature requests and recurring conversation themes.
Explore the platform →Performance intelligenceLive platform
Create a repeatable quality layer around AI and human execution.
Measure workflow quality, completion and review performance.
See where automation needs human intervention most often.
Track completion, bottlenecks and recurring friction.
What changes
Less manual coordination. More visible execution.
Capacity matters, but the bigger gain is a workflow with clearer ownership, better handoffs and a measurable path from request to outcome.
Measurement built in
Because we also build the measurement side, you get a clear record of what was done, what was automated and what a person checked — rather than a monthly summary written by the person being reviewed.
A cleaner month-end
Current records and regular reconciliation reduce the amount of catch-up required before reporting or filing.
Better visibility
A consistent reporting rhythm makes it easier to see what is happening before a small issue becomes a bigger one.
Follow-up becomes routine
Invoices, approvals and missing documentation are chased as part of the process instead of whenever someone remembers.
Fits your stackWorks around the systems you already use.
QuickBooksXeroFreshBooksSageNetSuiteBill.comExpensifyExcel
How we start
One workflow first. Prove the model, then expand.
We map the work, define what AI can execute safely, place the named human control points and launch with a contained scope before expanding.
Map
Understand the workload and current handoffs.
Design
Define AI execution, named human review and escalation.
Launch
Run the workflow inside your existing systems.
Improve
Use QA and performance signals to refine it.
Questions
Questions before you start
Clear answers before you decide whether the model fits.
Could we just automate this instead?+
Parts of it, yes — categorisation and invoice chasing hold up well under automation once the rules are stable. Reconciliation exceptions, supplier disputes and anything your accountant will be asked to defend do not. We will tell you which side each task falls on rather than selling you the answer that suits us.
Will they work in our existing accounting software?+
That is the preferred setup. We match the role to the tools you already use and confirm platform experience before the engagement starts.
Do they replace our accountant?+
No. The role is designed to keep the day-to-day records and routines current, while your accountant or finance lead remains responsible for advice, filings and compliance.
How is financial access handled?+
Through your own systems and permission levels. Access is limited to what the role requires and can be changed or revoked by you.
Start with the workload
Ready to get recurring finance work off your plate?
Tell us which finance routines are taking time today. We will help you shape a clear scope, ownership model and reporting rhythm before the work starts.