Pulls PDFs from Gmail / Drive, extracts amounts & VAT, then posts correctly coded transactions (or draft bills) back to your ledger; flags any receipts missing vendor or tax info.

Chat “What’s left to reconcile for March?” or “Show uncategorised transactions > £500” and get live answers plus links to the exact entries—shrinking close time by 30 – 50 %.


Hooks into HubSpot/Salesforce, matches closed-won deals to invoice status, alerts sales if billing hasn’t been issued, and posts deferred-revenue schedules.

Autonomously scans outstanding invoices in QuickBooks/Xero, drafts personalized reminder emails, schedules follow-ups, and tracks replies—cutting days-sales-outstanding without human chase-up.


Continuously monitors ledgers for patterns like round-amount journals or late-night entries, alerts the controller, and proposes next-step checks.


Imports your budget CSV, compares to actuals, and writes a commentary (“Travel overspent £4.2k due to XYZ”), ready for management packs.


Connects to Gusto/ADP API, compares month-over-month gross pay & headcount, flags anomalies (e.g. unexpected 20 % jump) and drafts a report for HR/Finance.


Generates a zipped folder of GL detail, bank statements, contracts, and support docs, mapped to your auditor’s checklist—hours of prep reduced to minutes.