Auto-categorisation
Every bank and card transaction coded to your chart of accounts.
An accounting agent that categorises transactions, reconciles banks, chases invoices and prepares tax-ready workpapers and filings for your accountant to review and submit.
Every bank and card transaction coded to your chart of accounts.
Daily matching across accounts with exceptions flagged for review.
Receipts read from email/WhatsApp, matched and attached automatically.
Invoices issued and polite follow-ups sent until paid.
VAT/sales-tax and income-tax workpapers prepared from clean books.
P&L, balance sheet and cash-flow reports with plain-English commentary.
Banks, cards, QuickBooks/Xero and inboxes.
Agent categorises and reconciles daily.
Exceptions and filings go to your accountant.
Approved returns submitted on schedule.
Don’t see yours? If it has an API, export or inbox, our agents can work with it.
The agent prepares books and filings; a qualified accountant or tax professional reviews and approves before anything is submitted. It is not tax advice.
Tell us about your workflow — we’ll come back with a blueprint, timeline and fixed quote.