AI workflows for financial and accounting services.
Firms where onboarding, document collection, and reconciliation are repeated for every client, every period.
The challenges
01
What slows teams down.
- 01
Onboarding is manual
Identity and company documents are requested, read, and checked one by one.
- 02
Chasing every period
Statements and receipts are chased from clients by email, again and again.
- 03
Reconciliation takes days
Payments, invoices, and statements are matched line by line.
Featured workflow
02
Client onboarding and KYC checks
Documents collected, read, and checked for completeness, with a person making the final decision.
How it works · Client onboarding and KYC checks
STEP BY STEP
In
- Intake form
- Documents
- Email inbox
- 1
Collect01
Required documents requested
6 documents
- 2
Read02
Names, dates, numbers extracted
Extracted
- 3
Check03
Completeness and expiry checked
1 expired
- 4
Approve04
Compliance officer decides
Approved
Human checkpoint
Out
- Audit trail
- CRM record
- Status update
Workflows
03
What we build for financial and accounting services.
Each one has its own page with the steps, tools, and human checkpoints.
Finance
Client onboarding and KYC checks
Documents collected, read, and checked for completeness, with a person making the final decision.
See the workflowFinance
Client document collection
Clients receive a checklist, upload once, and get reminded only for what is missing.
See the workflowFinance
Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
See the workflowFinance
Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
See the workflowFinance
Month-end management pack
A validated monthly pack with a written summary, ready on day two.
See the workflowAI agents
RAG knowledge assistant
Staff ask in plain language and get answers with the source attached.
See the workflow
Tools
04
Connected to the tools you already use.
Xero
QuickBooks
Stripe
Google Drive
Typeform
Airtable
Built on n8n, so equivalent tools can be swapped in. Platform names describe what we connect to and do not imply a partnership.
Questions
05
Common questions.
Does AI make compliance decisions?
No. Workflows collect, read, and check documents; a qualified person makes every compliance decision, with a full audit trail.
Can it work with our accounting software?
Yes, for the major platforms including Xero and QuickBooks, and most others with an API.
Next step
Automating work in financial and accounting services?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.