Automates what it should.
Stops at what it shouldn’t.
Payables, reconciliation, intercompany, revenue assurance, close and consolidation — run by bots your finance team can audit. Every transaction tested as it posts. Anything outside the rules waits for a human.
Three ways in.
Pick the one that’s yours.
The first bot is never the same one twice. Tell us which of these sounds like your month and we’ll tell you where we’d start.
Not sure which one you are? That is a fine reason to book a session.
It dies in translation
between two rooms.
“The tolerance is 2%, not 5%. And Gulf Steel always sends a statement, never an invoice.”
They know every rule exactly. None of it is written anywhere a developer can read, and half of it has never been said out loud.
“Send me the spec and I’ll build it. What’s a control account?”
They know APIs, retries and uptime. Not that posting to the wrong control account breaks the intercompany elimination in March.
So we sit in both chairs.
Chartered Accountants who write the automation themselves. The rule set is drafted in accounting language, signed off by your finance lead and built by the same person who wrote it — so nothing is lost on the way between the two rooms.
Three layers.
Sixteen units.
Most firms sell you the first layer and call it automation. The value is in the second and third — where the errors, the leakage and the decisions actually live.
Operate — the transactional engine
The keying, matching and posting that fills your team’s month. The work nobody should still be doing by hand.
AP ProcessAR ProcessBank ReconciliationRecord to ReportIndirect TaxPayroll & T&E 02Assure — continuous control
Every transaction tested as it posts, against your own control matrix — instead of forty sampled once a year, nine months late.
IntercompanyRevenue AssuranceTransaction MonitoringFraud ScreeningMaster DataControls & SoD 03Decide — numbers you can act on
Consolidated, forecast and explained the same day the ledger closes — not three weeks later in a spreadsheet nobody can audit.
Consolidation & FXRolling Cash ForecastManagement ReportingUnit EconomicsSeven rules we don’t break.
A bot that posts entries nobody can explain is an audit finding waiting to happen.
Only rules you approved
Every posting rule is written in plain accounting language and signed off before it runs. No hidden logic.
The bot prepares, a human approves
Segregation of duties survives. Payment runs, large journals and new master data still need a named approver.
Exceptions surface, never swallowed
What can’t be matched goes to a hold account with the reason attached — never a guess to keep a dashboard green.
An audit trail by design
Who, what, when, which rule fired and the source document behind it. Hand the log to your auditor unprepared.
Every run reversible
Activity is batched and tagged, so a bad run is unwound at the journal level rather than hunted line by line.
Your tenant, your data
We build inside your own accounts. If we part ways, the bots and their documentation stay with you.
Posted to the standard you report under
Every posting rule is written against your own reporting framework — IFRS, US GAAP or the local GAAP you file under — and against the local regulations that apply to you, from VAT and e-invoicing to withholding tax and statutory filing formats. Your finance lead sets the treatment and your auditor can see it. The bot’s job is to apply it the same way every single time, which is something a person doing it by hand at 9pm on the last day of the month cannot promise.
Four stages.
You can stop after the first.
Working session
We sit down with your team and walk through your close calendar, volumes, systems and controls — and where the hours actually go. You get a written roadmap ranked by effort against impact.
Free · ~5 daysBlueprint
Process maps, posting rules, exception handling and approval gates — written for Chartered Accountants, against the reporting standard you file under. Nothing is built until your finance lead signs it.
1–2 weeksBuild & parallel run
The bot runs beside your team on live data. Every difference is investigated and closed. It takes over only once the output matches.
2–6 weeks per botRun & improve
Monitored runs, a monthly exception review and rule updates as you change. Or take it in-house — the documentation is yours either way.
OngoingWhat finance leads say
after the first bot.
“Are you putting our
ledger into an AI?”
The honest answer is no — and the reason is worth two minutes before you let anyone near your accounts.
Find out what your
finance team could hand over.
Twenty minutes of your time. A written roadmap of what a bot could take and what it shouldn’t.