Sound familiar?
- Clients sending documents late, incomplete or by the wrong channel
- Data keyed by hand from receipts, invoices and statements
- Reminder emails written and sent one by one
What we build
Built for Accounting & Tax teams.
Document collection
Clients upload to one place, with automatic reminders for what is missing.
Data extraction
Invoices, receipts and statements read and categorised for review.
Reconciliation support
Matches suggested and exceptions flagged for an accountant.
Client follow-ups
Personal, timely reminders without anyone writing them.
Firm knowledge search
Ask questions across past files and guidance with the source shown.
Case studies
Our closest work
We haven't published a case study in this sector yet. These projects show related work for teams in Accounting & Tax.
Consumer FinTech
Helping people stop paying for subscriptions they forgot they had
- $624/yr
- Average yearly savings per active user
- 2,400+
- Active users
Business Automation
Cut manual work 70% with a centralized AI workflow platform
- -70%
- Manual work reduction
- -60%
- Workflow execution time
Academic Research / EdTech SaaS
Cutting literature review and qualitative coding time for academic researchers with an AI-assisted analysis suite
- 30
- PDFs processed per review batch
Services behind it
The services that make it work.
Workflow Automation
The manual steps between your tools, automated for good: approvals, data entry, follow-ups.
Generative AI & LLM Apps
Copilots, assistants and document tools that answer from your own data, not the open internet.
AI Integration
AI added to the software you already run: CRM, helpdesk, ERP and internal tools.
Security & Compliance
Least-privilege access, audit trails and privacy-first data handling, from day one.
Extraction is checked against rules and uncertain items go to a person. Nothing is filed without review.
We integrate through your software's API where available and confirm this in scoping.
Yes: encrypted, permissioned and logged, with providers that do not train on your data.
Other industries
Where else we build.
Med Spas & Aesthetics
An AI front desk that answers after hours, prices treatments and books consults.
Healthcare
Patient platforms and clinical workflow tools, built with privacy first.
Logistics & Fleet
Dispatch, safety monitoring and offline-first field operations.
FinTech
Consumer finance apps and payment flows people trust.
Education & EdTech
Learning platforms, research tools and LMS at scale.
SaaS & Platforms
AI workflow platforms and the infrastructure under them.