The AI-Powered Back office
Systems & Automation
Automate the admin. Keep the judgement
Cut the cost of the back office with smart, automated systems, set up by a chartered accountant who understands your business, not a tech consultant who doesn’t
The Problem
You’re paying real money, often tens of thousands a year, for work a system can now do in seconds. Data entry. Reconciliations. Invoicing. Chasing payments. Copying numbers between spreadsheets. Reporting that takes half a day to pull together.
It’s slow, it’s expensive, and it’s exactly the kind of work that quietly eats your margin and your time. Meanwhile you keep hearing that “AI” could help, but no one’s explained what that actually means for your business, and you don’t want to hand your finances to something you don’t understand.
What we automate
We target the repetitive, rules-based work in the back office, the tasks that cost you the most and need you the least:
Accounts & bookkeeping - data entry, coding, reconciliations, and the month-end grind.
Invoicing & payments - raising invoices, chasing debtors, and matching payments automatically.
Reporting & dashboards - live numbers on demand, instead of a half-day spreadsheet exercise.
Admin & workflow - the emails, forms, follow-ups and hand-offs that clog up your week.
Practical AI tools - how to actually use tools like Claude in your business, which tasks to point them at, and the prompts that get results.
How it works
Discovery - we look at where your time and money actually go, and find the highest-cost, most-automatable tasks.
The plan - we map what to automate, what it saves, and what to leave alone. You see the numbers before you commit.
Build & implement - we set up the systems and automations, tested and working, inside your business.
Train & hand over - we show your team how to run it and use the tools, including AI, with confidence.
Support - we’re there to refine and extend it as the business grows.
The maths
This isn’t a cost, it’s a saving you haven’t made yet. In the tens of thousands of dollars.
A one-off automation project is a fraction of what you’re spending, year after year, on the admin it replaces. Free up a part-time role’s worth of hours, cut the errors, and get your reporting instantly, and the system pays for itself, usually inside the first year, then keeps paying every year after.
Why us?
AI, explained by your accountant, not a tech consultant.
Most automation is sold by people who understand the software but not your business. We’re the opposite: a chartered accountant, CFO, and active business builder, who understands your accounts, your compliance, and your back office, and knows exactly what should be automated, and what must stay in human hands.
Chartered Accountant · CFO · Active business owner
We do this in our own businesses every day. We’re not experimenting on you , we’re bringing you what already works.
In Practice
A business was running its accounts, invoicing and reporting largely by hand, a heavy, ongoing admin load spread across the team. We mapped the repetitive work, automated the data entry, reconciliations and invoice chasing, and set up live reporting in place of the manual month-end. The result: hours given back every week, fewer errors, and numbers available on demand, for a one-off cost that the saving covered inside the year.
Questions, answered (FAQ)
Is my data safe? Yes. We use secure, reputable tools and set them up properly, and as a chartered accountant, protecting your financial information is second nature. Nothing sensitive is handled carelessly.
Will this replace my staff? It replaces the boring, repetitive work, not your people. It frees your team from admin so they can do the work that actually needs a human, and it saves you hiring for tasks a system can do.
I don’t understand AI - is that a problem? Not at all. That’s the point of us. We explain it in plain English, set it up for you, and train your team so you’re never dependent on a “tech person” you can’t follow.
What can actually be automated? More than you’d think, data entry, reconciliations, invoicing, debtor chasing, reporting, and a lot of routine admin. We find the highest-value tasks first.
Won’t it break, or make mistakes? Set up properly, automation makes fewer mistakes than manual work, not more, and we keep the judgement calls in human hands. We test everything before it goes live and stay on to support it.
What does it cost? Every project is scoped and fixed-fee, agreed up front against the savings it delivers, so you can see the return before you commit. Call to enquire for a proposal.