AI Finance Automation

AI does the data entry. A senior accountant reviews it.

Most finance teams still spend hours keying in receipts, coding transactions and rebuilding the same reports every month. I set up AI tools to do that work, then review every output myself, so you get the speed of automation without relying on software alone.

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What’s included

What’s included in AI finance automation

Automated receipt and bill capture

AI transaction coding and bank reconciliation

Automated reporting packs and dashboards

Removing repeat admin tasks from your finance workflow

Senior review of every entry before it reaches your reports

Who it’s for

Businesses where month-end takes too long, the books are always behind, or a bookkeeper spends most of their week on data entry.

Process

How it works

1

Review your current process and find what can be automated

2

Set up and test the tools in your accounting system

3

Run them alongside your current process until the numbers match

4

Ongoing monthly review, with exceptions queried with you

FAQ

Frequently asked questions

Will this work with my software?

Who checks the AI’s work?

Ready to talk?

Book a no-obligation conversation about where your finances are and where you want them to be.

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