AI Automation
We use AI where it saves real time: reading invoices, sorting documents, answering routine questions and preparing reports. Every automation is designed by accountants who know what the output must look like, and every result that affects your books or filings is reviewed by a person. Your data stays yours and is never used to train AI models.
AI Automation
Invoice processing, document intelligence, copilots and reporting automation built around how finance teams really work.
1
Named accountant reviews every AI result before it is posted or filed
0
Client data used to train AI models
Pilot
Each automation tested on your own documents before go-live
Scope
We identify repetitive, rule-based steps in finance and administration and automate them, from data entry to reconciliations and approval routing. Each automation has a named owner, an activity log and a clear point where a person decides.
Purchase and sales invoices uploaded to the portal are read for supplier, customer, invoice number, date, VAT, total, currency and payment terms, and matched to the right account. Your accountant confirms each batch before posting.
Scanned receipts, photographed invoices and PDF statements are converted into structured data, in Albanian, English, German and other languages. Low-confidence fields are flagged for a person to check instead of being guessed.
Copilots work inside the tools your team already uses and draft the routine work: journal suggestions, reconciliation notes, variance explanations and email replies. Your staff review, edit and approve, so the work goes faster without losing control.
Each client has an AI assistant in the portal that answers questions about its own documents, deadlines and figures, such as how much VAT is due this month or which contracts renew next quarter. Answers cite their source, and anything that needs judgement goes to your adviser.
Monthly management packs, KPI dashboards and recurring schedules are built once and refreshed automatically from your ledger. Your team spends its time on the commentary, not on copying numbers between spreadsheets.
Before automating, we fix the workflow itself: who submits, who approves, what is checked and when. Clean workflows make automation reliable and make the remaining manual work easier.
Contracts, leases and policies contain dates, amounts and obligations that are easy to miss. We extract the key terms into a register, set alerts for renewals and notice periods, and make the full archive searchable.
Deliverables
How it runs
We review your processes and documents and rank automation opportunities by time saved and risk.
We build the first automation and test it on your own documents, with results checked line by line.
Once accuracy meets the agreed standard, we put it into daily use with review rules and access controls.
We track exceptions and corrections each month and adjust the automation as your business changes.
Who it is for
In the client portal
The client portal is where our AI works: documents are read and categorised on upload, contracts feed the register, deadlines populate the compliance calendar and the AI assistant answers questions on your own data. Every automated step is logged, and nothing is posted or filed until a person has approved it.
FAQ
Send us a sample of your documents and we will show you what can be automated and what should stay with people.