The finance admin you dread, done by software we build for you.
We come to you, look at how your finance work actually gets done, and build custom automations around the tools you already use. No new app to learn. No generic software to bend to fit.
Early access is free.
Plainsum in sixty seconds.
Seven points. Each one opens the full detail if you want it.
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What we do
We visit, find the finance admin that eats your week, and build custom software that does it, around the tools you already use. That buys back your time and your team's, to reinvest in the business.
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What it takes off your plate
Emailed invoices posted to your accounting system. One entry updating every system. Bank rec showing only exceptions. Management accounts drafted for sign-off. Chasing that stops when money lands. HMRC compliance built in. Full finance set-up for start-ups.
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When something's unusual
It isn't guessed. It's raised with the process owner, your bookkeeper or accounts assistant, and the answer is learned for next time.
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How it works
We visit and listen. We build it with you. You get your time back, and see it measured.
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What you need
Just your email, your accounting system and your spreadsheets. Anything with an open API can be connected.
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Who it's for
Small and medium businesses, accountancy practices, bookkeepers, and start-ups that want finance set up properly from day one with a trained process owner, your bookkeeper or accounts assistant. Built for people who aren't tech people.
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Cost and commitment
Free assessment visit for early customers, a fixed quote after it, no subscription. And no, it's not another accounting app.
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Every invoice is different. The work of dealing with them is always the same.
A supplier invoice lands in the inbox. Someone opens it, reads it, keys it into the accounting system, files the PDF, and does it again, endlessly, each one a little different. That's the work we take away. Here's what it looks like when it's automated.
Email straight into your accounting system
Invoices and receipts that arrive by email are read, coded, posted to your accounting system and filed with the PDF attached, whatever the supplier or layout. You approve. You don't type.
One entry, every system updated
Figures that need to land in the accounts system, a spreadsheet and a client portal, each in its own format. Enter them once and the rest follows.
Bank rec that only shows exceptions
Hundreds of lines matched automatically. A person looks only at the handful that don't fit.
Management accounts, drafted for you
Monthly packs drafted from live data, ready on the first working day. Year-end files prepared the moment the period closes, not weeks later. Live numbers also mean you can plan ahead and track cash flow through the month, not just look back on it. A qualified person reviews and signs off before anything arrives at the board's desk.
Chasing that stops when the money lands
Polite reminders on a schedule you set, in your tone, that switch off the moment payment arrives. No more awkward "did we chase them?"
HMRC compliance, built in
VAT, Making Tax Digital, payroll and filing deadlines handled the same correct way every time, with a full audit trail. Automation follows the rules. It doesn't get tired and skip one.
Nothing unusual is guessed. It's raised with the process owner, your bookkeeper or accounts assistant.
The automation reads the invoice, not a template. It finds the totals, VAT and reference wherever they've moved. If it isn't certain, it doesn't post. It sends the invoice and its best reading to your bookkeeper or accounts assistant for a yes or no.
Client-specific rules, such as partial exemption, flat rate or reverse charge, are built in from the visit. Anything outside those rules is flagged to your bookkeeper or accounts assistant before it's posted, never posted quietly.
It's matched on amount, date and payer instead. Where two invoices could fit, the automation doesn't pick. It lists the options and asks your bookkeeper or accounts assistant, then remembers the answer so the same question isn't asked twice.
Built to your goals and expectations. Bound by HMRC's rules.
If it lives in finance, we can automate it, however much each case varies. Anything genuinely new is raised with the process owner, your bookkeeper or accounts assistant, learned from the answer and never guessed. Every build keeps a human at the end to verify and sign off, and every build stays fully compliant. That frees your staff's time to train, grow and take on more responsibility within the firm, which is what drives its success.
"When the calculator arrived, accountants didn't disappear. They stopped adding up columns and started advising. This is the next calculator."
Custom-made for your business. Explained in plain English.
We're accountants who got tired of the finance admin and automated it for ourselves. Nothing here is off the shelf. Every build is shaped around how your business actually runs, and you understand every part of it.
We visit and listen
We come to your office and sit with the people doing the work. We map out what's tedious, slow or error-prone, and where the hours really go.
You get a plain-English summary anyone in the business can read, no jargon, and a fixed quote. No obligation.
We build it with you
Software made for your business, not a template. Along the way we hold short working sessions with you and your team, so the result fits how you work and nobody is surprised on day one.
You keep your accounting system, your bank, your spreadsheets. We connect to them.
You get your time back, and see it
The work runs on schedule or on demand. Every automation records what it did and the hours it saved, so from week one you can see the time and money coming back.
Your accounting system already tracks usage. This tracks the work it takes off your plate.
Just the software you already run your business on.
Our automations plug into the tools you use every day. There's nothing new to buy or learn. Typically that means:
- Your email, whichever provider you use today.
- Your accounting system, whichever one you already run.
- Your spreadsheets and documents, wherever you keep them.
Use something else? If it has an open API, meaning a standard way for software to talk to it, we can connect to it. That covers most modern payroll, CRM, banking, e-commerce, practice management and HMRC services.
Native tools first. We connect through your software's own built-in connections, not fragile bolt-ons. That keeps things fast, secure and supported by the people who make the software.
White-label where it makes sense. Where a proven tool already does the job well, we use it and set it up under your name rather than reinvent it. You get the reliability of established software with your brand on the front.
Anything in finance, however much it varies from one case to the next.
A few more examples. Different suppliers, clients, formats and exceptions are the normal working conditions, not a problem.
Client document collection
Automatic requests, reminders and filing for year-end, VAT and payroll paperwork. No more "still waiting on the bank statements".
Supplier statement reconciliation
Statements matched against the ledger, differences listed, queries drafted for you to send.
VAT return preparation
Figures pulled, checked for the usual errors and staged for MTD submission, ready for your review.
Payroll & pension prep
Timesheets, starters and leavers collected and formatted for your payroll software before the run.
Data migration & clean-up
Moving clients between systems, tidying historic data, fixing years of inconsistent coding.
Your specific bottleneck
If it lives in finance, it can probably be automated, however varied it is. Tell us what it is.
Start-up finance set-up, with a process owner
Starting a business? We set up your accounting system, bank feeds, invoicing, expenses, VAT and payroll readiness, with the automations built in from day one. Then we train your bookkeeper or accounts assistant as the process owner, so someone in your team always knows how it runs, and once they're fluent you don't need us any more. Quoted as a fixed package.
Built for people who aren't tech people.
You don't need to understand how the software works. You need confidence that the numbers are right, the cash is where you think it is, and nothing has slipped through. That's what this gives you: a finance function that runs itself day to day, your people checking only what matters, and your time back for running the business.
- Small and medium businesses with an in-house finance person or team who's stretched.
- Accountancy practices doing the same processing for dozens of clients.
- Bookkeepers who want to take on more clients without hiring.
- Start-ups that want the finance side set up properly from day one, with a bookkeeper or accounts assistant trained as the process owner.
Questions people ask us.
Is this another accounting app?
No. We don't replace your accounting system. We build the automations that sit around it and do the manual work between it, your email and your spreadsheets.
What does it cost?
Every build is quoted up front after the visit, based on what we find. There's no subscription to a platform, and no ongoing dependency on us. We train your bookkeeper or accounts assistant as the process owner, and once they're fluent in running it, you don't need us involved any more. You call us back only if you want something new. Start-up set-ups are quoted as a fixed package. If you join the waitlist, early customers get the assessment visit free.
What do we need to have in place?
Only the software you already run the business on: your email, your accounting system and your spreadsheets. If you use other tools with an open API, such as payroll, CRM or e-commerce systems, we can connect those too. You'll also need someone who can show us how the work is done today. We handle the technical side.
Do you build everything from scratch?
Only where it's needed. We always connect through your software's native, built-in connections. Where a proven white-label tool already does part of the job well, we use it and set it up under your name. Custom code is for the parts that are unique to your business.
Is our data safe?
The software runs on your own systems or a private environment set up for you. We'll walk you through exactly where data goes before anything is built.
What happens after I join the waitlist?
We'll email you to learn a little about your setup. When we start taking on early customers, you'll be first in line.
Ready to give your team their time back?
Join the waitlist and tell us the one task your team would happily automate.