Where it helps
Small changes that add up
Every business is different, so we start with how your figures get from your systems into your accounts today, and look at where automation would save the most time. Typical areas include:
Receipt and invoice capture
Photograph a receipt or forward a bill and it is read, coded and sent to Xero, using tools such as Dext.
Connecting your systems
Your CRM, sales or stock system linked to Xero, so sales and costs flow through without being typed in twice.
Automated checks
VAT, profit and loss and balance sheet checks that run the same way each month, with anything unusual flagged for review.
Live reporting
A simple dashboard showing how the business is doing, kept up to date as the books are.
Example
A car dealer using Click Dealer, Dext and Xero
The dealer's stock and vehicle sales sit in Click Dealer, purchase invoices and receipts go through Dext, and the books are kept in Xero. We bring all three together into one live review dashboard (an AI-built “artifact”), which pulls the figures together and runs the same cross-checks every time.
Live review dashboard
Automated cross-checks, run every time
- Every vehicle sale in Click Dealer matched to an invoice in Xero
- Purchases and costs from Dext agreed to Xero
- Stock in Click Dealer agreed to stock in the accounts
- VAT review: sales and purchase VAT checked, including margin scheme sales, before the return
- Profit and loss review: this month against last month and last year, with unusual movements flagged
A Tax Plus accountant reviews the results – nothing is filed until a person has checked it.
How we work
Start small, build from there
- Talk it throughWe look at how your figures reach Xero today and where the time goes.
- Suggest what to automateA short list of changes, starting with the ones likely to save the most time.
- Build and testWe set it up and run it alongside your current process until you're happy with it.
- Keep it checkedThe checks keep running, and we review the results with you.
Fees
A fixed fee, agreed up front
We would normally quote a fixed fee for setting this up, agreed before we start, so you know the cost from the outset. If you would like us to keep the checks running and review the results each month, that can be added to your regular fee.
AI is a tool, not a replacement for judgement. We explain where your data is held before we start – see our privacy policy.
Curious what AI could do for your business?
Tell us a little about how you work and we'll come back with some ideas – no obligation.