For UK accountancy practices

More capacity.
Same team.

Less manual work around every client.
We build better workflows inside the tools you already use.

Book a workflow review Hands-on team. One practice at a time.
A clearer path from records to reviewIllustrative example
RECORDS PREPARATION

Ready for your expertise.

Human review
✓ Collect
✓ Prepare
3 Review
CLIENT RECORDS
PDFBank statementSeptember · 12 pages✓
PDFPurchase invoicesSeptember · 8 documents✓
XLSExpense recordsSeptember · 1 spreadsheet✓

Source documents stay attached.

PREPARED FOR REVIEW✓ Organised
Studio rent01 Sep · Bank statement£1,250.00
Software subscription03 Sep · Invoice attached£48.00
Equipment purchase05 Sep · Receipt missing£320.00
Missing receipt flagged for your team.
Scattered records. Structured work. Your team in control.Explore the workflows
Previous experience across
NatWestGoldman
SachsJ.P. Morgan

A smoother day
starts here.

Start with the work that slows you down.
We build around the way your practice runs.

Records & data entry

Less rekeying.
More reviewing.

Turn statements and invoices into organised records, with exceptions brought to your team.

Today

Open. Copy. Check. Repeat.

With a better workflow

Review what needs your attention.

Try the bank statement converter

See what we extract from your bank statement PDF.

September recordsPrepared work packFor review
Source recordsConnected to every entry
✓ Data extracted into consistent fields
✓ Supporting documents linked
✓ Ready for your team’s checks
Equipment purchaseReceipt needed · £320.00Review →
The capacity you could recover

Small improvements.
Room to grow.

See what a little less admin could mean across your client base.

Illustrative scenario, not a forecast.
100
15
25hours back
each month

100 clients × 15 minutes ÷ 60

Use your estimate of time saved after review and corrections. We agree a baseline and measure actual results with you.

  1. 01

    Map the work.

    Find the bottleneck. Agree the scope, baseline and what success looks like.

  2. 02

    Build it together.

    Improve the workflow inside your existing tools, with your team involved.

  3. 03

    Prove the change.

    Run it in your practice. Measure the result before the final payment.

One fixed engagement£5,000

£1,000 to start.

£4,000 once it’s live and the agreed results are proven.

Let’s find your first workflow
London-based. Working with UK practices.

What’s slowing
your team down?

Let’s spend 20 minutes finding out.

Book a workflow review Arrange a time by email.

A few things you might ask.

Will we need to change our software?

We start with the tools you already use. Any additional software or integration is discussed and agreed before we build.

How are the results proven?

We agree the workflow, baseline and success criteria with you before the build. We then measure the live workflow, including review and correction time, against that baseline before the £4,000 balance is due.

How do you handle client information?

We agree data access and handling with you before connecting any systems. We can begin mapping with redacted examples. Your team retains review of client work.

What happens after it goes live?

We agree handover, ongoing support and any third-party running costs before the engagement starts, so you know what happens next.