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Automation

Your financial workflow, on autopilot.

Each document moves through the same reliable pipeline, from AI vision to reporting, with every step logged and reviewable.

A team working together around a table
Less retyping
Routine steps run on their own
  1. Document

    Receipt, invoice or statement arrives

  2. AI Vision

    Reads the image or PDF

  3. Data Extraction

    Supplier, date, VAT, totals

  4. Validation

    Checks totals and formats

  5. Categorisation

    Assigns the expense category

  6. Reconciliation

    Pairs with bank transactions

  7. Reporting

    Updates expense and VAT reports

Every step logged

Each action in the pipeline is recorded against the document.

Human review built in

Low-confidence results are flagged instead of silently posted.

Runs in the background

Forward a document and the rest happens without you.

Why it matters

What you get

  • One pipeline

    Every document follows the same steps so results are consistent.

  • Human review built in

    Low-confidence results are flagged rather than silently posted.

  • Runs in the background

    Forward a document and the rest happens without you.

Step by step

How it works

  1. 01

    Document in

    A receipt, invoice or statement arrives.

  2. 02

    Extract, validate, categorise

    AI reads it, checks the totals and assigns a category.

  3. 03

    Reconcile and report

    It is matched to the bank and reflected in your reports.

Get started

Ready to automate your finances?

Spend less time processing documents and more time running your business.