For your finance team

Take the admin out of finance

Invoices, receipts, chasing and month-end packs take your finance team's week. We automate the processing, forecast your cash, and keep a person signing off every number that matters.

Take the AI Readiness Check See the tasks

Example tasks

Invoice entry and coding

Purchase order matching

Credit control

Expenses and receipts

SOUND FAMILIAR?

Everything keyed by hand

Invoices, receipts and statements typed into the accounts.

SOUND FAMILIAR?

Chasing eats the week

Overdue invoices and missing paperwork, chased one email at a time.

SOUND FAMILIAR?

Month-end is a scramble

Reports pulled together from five places, late.

8 Finance tasks AI can handle

Each one built in the tools you already use, with a person approving anything that matters.

AUTOMATIONS

Invoice entry and coding

Supplier invoices read from email, coded and drafted into Xero or QuickBooks for approval.

How we do it AUTOMATIONS

Purchase order matching

Invoices checked against orders and deliveries, with mismatches flagged.

How we do it AUTOMATIONS

Credit control

Polite, personalised payment reminders sent on schedule, escalating when needed.

How we do it AUTOMATIONS

Expenses and receipts

Photos of receipts read, coded and attached, with no shoebox at month-end.

How we do it AI FORECASTING

Cash-flow forecasting

See tight months coming early enough to act on them.

How we do it DATA ANALYSIS

Management accounts pack

Monthly figures pulled together with a plain-English summary of what changed.

How we do it DATA ANALYSIS

Budget vs actual alerts

A heads-up when spending or margin moves off plan, not weeks later.

How we do it WORKFLOWS

Approvals that don't stall

Purchase and payment approvals done in a tap, with reminders built in.

How we do it

HOW IT WORKS

Five jobs, one joined-up flow

Here's how the first five tasks connect, with AI doing the legwork and your team approving what matters.

01Invoice entry and coding: Supplier invoices read from email, coded and drafted into Xero or QuickBooks for approval.
02Purchase order matching: Invoices checked against orders and deliveries, with mismatches flagged.
03Credit control: Polite, personalised payment reminders sent on schedule, escalating when needed.
04Expenses and receipts: Photos of receipts read, coded and attached, with no shoebox at month-end.
05Cash-flow forecasting: See tight months coming early enough to act on them.

AI + Experts + Your Data

Any one of these on its own falls short. Together they give you the speed of AI with answers you can trust.

Does the heavy lifting

Reads, codes and matches documents in seconds.

EXPERT

Checks it's right

A finance specialist sets the rules and checks the exceptions.

YOUR DATA

Keeps it grounded

Your ledger, bank feeds and history keep it accurate.

Start with one task, then build from there.

No big transformation projects. We find the one thing worth doing first, prove it with a pilot, then keep building month by month.

01 · 3 MINUTES

AI Readiness Check

Seven questions and a straight answer on whether AI fits your business yet.

02 · 1 DAY

1 Day Business Analysis

A day with your team to find the quickest wins. Free for a great fit.

03 · 2 TO 4 WEEKS

Pilot Build

One workflow built, tested and handed over, so you see it working first.

04 · MONTHLY

Monthly Support

Monitoring, training and the next build. Leave at the end of any month.

IN DEPTH

The detail, in 8 short parts

01 / 08

What Is AI For Finance?

AI for finance means using artificial intelligence to take on the repetitive tasks that fill a finance team's week, and to help you understand your numbers faster. For a small or medium business, that usually means reading invoices and receipts, matching transactions, chasing payments, building reports and forecasting cash flow.

Most of the noise about AI in finance comes from banks and large financial institutions using it for fraud detection, credit scoring, credit risk and portfolio management. That's real, but it isn't what most SMEs need. Your finance team needs fewer manual processes, fewer manual errors and a clearer view of cash, without a big new system.

Good finance automation works inside the finance tools you already use, such as Xero, QuickBooks, Microsoft 365 or Google Workspace. It doesn't replace your accounting software. It does the keying, matching and chasing so your people can focus on the decisions.

02 / 08

How AI In Finance Works For An SME

Modern AI tools combine a few technologies. Natural language processing and image recognition read documents such as invoices, receipts and bank statements, even when the layout changes. Machine learning spots patterns in your financial data, such as how a supplier is usually coded. Generative AI writes plain-English summaries, reminders and commentary.

Structured and unstructured data

Your ledger and bank feeds are structured data. Emails, PDFs, photos of receipts and contracts are unstructured data. A lot of finance admin is moving information from the second into the first. That's exactly where AI systems help most, because they can analyse documents and pull out the right fields quickly.

Workflow automation and AI agents

Workflow automation tools such as Make, Zapier or n8n connect the steps: an invoice arrives, AI reads it, it's coded, a person approves it and it's posted. AI agents and agentic AI go a step further, handling a sequence of steps on their own. For finance, we keep a person in the loop for anything that moves money or changes the books.

03 / 08

Finance Automation Examples That Pay Off First

You don't need to automate everything. Start with the jobs that take the most manual effort and cause the most errors.

Accounts payable: read supplier invoices from email, match invoices to purchase orders and deliveries, and draft them for approval.
Accounts receivable and credit control: send polite reminders on schedule and flag accounts that need a call.
Expense management and spend management: read receipts from photos, code them and attach them to the right transaction.
Bank reconciliation: suggest matches for transactions so your team only reviews the exceptions.
Data consolidation: pull figures from multiple systems into one management accounts pack.
Variance analysis: compare budget against actual and explain what moved in plain English.
Cash flow forecasting: use predictive analytics and scenario modelling to show tight months early.

04 / 08

How AI Is Used Across Finance Functions

AI in finance covers a wide range of uses. Big banks and asset managers use deep learning and advanced algorithms for risk modelling, credit scoring, sentiment analysis and fraud detection, often drawing on alternative data sources. Most of that is built for the financial sector, not for a 20-person business.

The same ideas scale down well, though. Identifying patterns in your own transactions can spot duplicate invoices or unusual payments. Predictive analytics can show which customers are likely to pay late. Natural language queries let you ask a question such as which suppliers cost us more this quarter, and get an answer from your data quickly instead of building a report.

Financial planning and analysis

AI tools help with financial planning, budgeting and forecasting by pulling data from multiple systems, running scenarios and explaining results in plain English. That gives finance leaders more time to provide insights that shape business decisions, rather than spending the week building spreadsheets.

Customer interactions and credit control

Polite, timely reminders and clear answers to billing questions are customer interactions too. AI can draft them, track replies and flag the ones that need a person, so credit control stays friendly and consistent.

05 / 08

Why AI, Experts And Your Data Work Best Together

AI on its own will make confident mistakes. A specialist on their own can't process thousands of documents a month. Your data on its own just sits in the ledger. Together, they beat any one of them.

The AI reads, codes and matches in seconds. A finance specialist sets the rules, decides what needs human intelligence and reviews the exceptions. Your ledger, bank feeds and history keep the AI models accurate for your business, not a generic one. That's how finance teams get faster without losing control.

06 / 08

Choosing AI Tools For Your Finance Team

There are many AI powered systems on the market, and new emerging technologies arrive every month. You don't need to chase them. Start with the AI fundamentals your team needs, then pick tools that fit the way you already work.

Does it work with your accounting software and bank feeds, so you gain access to AI without moving systems?
Can it handle complex processes, such as multi-entity or multiple clients, if you need that?
Is there a clear audit trail for every action it takes?
Where is your sensitive data stored, and is it used to train AI models?
Will it reduce costs or save time on a specific task you can measure?
Can your finance practitioners check and correct its work easily?

The goal: financial workflows that run themselves, with people in charge

The best result is finance automation that handles the routine work while allowing finance teams to focus on judgement, advice and planning. AI systems do the volume. Finance professionals keep control.

07 / 08

AI Governance, Data Safety And Compliance

Finance handles sensitive data, so AI adoption has to be done carefully. Simple governance frameworks keep it safe without slowing you down.

A person approves anything that pays, posts or files.
Every automated step leaves an audit trail you can check.
Clear rules on which AI tools can see financial data, and where that data is stored and processed in the UK.
No customer or supplier data used to train public AI models.
Regular checks on accuracy, with errors fed back to improve the rules.
Support for regulatory compliance such as Making Tax Digital and UK GDPR, with your accountant kept in the loop.

08 / 08

Getting Started With AI For Finance Teams

You don't need a coding background or a big budget to start. Most finance leaders in SMEs begin with one task, prove it works, then build at their own pace.

We start with a 1 Day Business Analysis to find the task worth doing first, build a pilot in your existing tools for from £1,500, train your team, then support and extend it month by month from £750 a month. Change management matters as much as the technology, so we involve your finance professionals from day one.

The aim isn't fewer people. It's giving your finance team time back for cash flow, pricing, strategic planning and supporting the rest of the business as real business partners.

FAQ

Common questions

How can finance teams use AI?

Finance teams use AI to read and code invoices and receipts, match transactions, chase overdue payments, build management reports, explain variances and forecast cash flow. The best starting point is usually the task that takes the most time each week.

Will AI replace finance teams?

No. AI takes over repetitive tasks such as data entry and matching, but finance still needs people to judge, approve, advise and talk to customers, suppliers and the bank. In most SMEs it frees time rather than replacing roles.

Can ChatGPT do financial modelling?

ChatGPT and similar tools can help build and explain spreadsheets, write formulas and test scenarios. They can also make mistakes, so a person should check every number, and you shouldn't paste sensitive financial data into a public tool without the right settings.

What does finance automation mean?

Finance automation means using software to do routine finance tasks without manual keying, such as capturing invoices, matching payments, sending reminders and producing reports. Adding AI lets it handle messy documents and explain the results.

Which AI is best for finance?

There isn't one best tool. For most SMEs the right answer is AI built into what you already use, such as Xero, QuickBooks, Microsoft 365 Copilot or Google Workspace with Gemini, plus automations connecting them. We help you pick based on your systems and tasks.

AI for the rest of the business

Sales

Marketing

HR and People

Operations

See which finance tasks would pay off first

Seven quick questions and a straight answer. A great fit gets a free 1 Day Business Analysis.

Take the AI Readiness Check Book a call