For bookkeeping firms
It's the 12th and half your clients still haven't sent their receipts.
Bank feeds that need coding, receipts stuck in Dext, VAT returns waiting on records that never arrive on time. We automate the chasing and the moving so monthly reconciliation stops being a scramble.
We work with accounting, bookkeeping, and tax firms and nothing else.
What we build for bookkeeping firms.
Receipt and record collection that chases itself
Automated requests per client for the receipts and statements you need, following up until they land in Dext or your storage, then stopping.
Bank feed and coding support
Rules and routing that cut the manual coding on your bank feeds, with anything uncertain sent to a short review list rather than guessed.
Monthly reconciliation on a track
A live view of which clients are ready to reconcile and which are still missing records, so nobody has to build the list by hand each month.
VAT return readiness
Records for each VAT-registered client requested and gathered ahead of the deadline, so the return is not held up waiting on the client.
Client queries handled
The routine client questions answered automatically in your firm's voice, with anything that needs judgement passed to your team.
The stack it plugs into.
We build into the bookkeeping tools you already run, through their official integrations. No migration, nothing new for your team to learn.
- Xero
- QuickBooks
- FreeAgent
- Sage
- Dext
- Google Workspace
- Microsoft 365
Map, build, run.
- 01
Map
We audit how work moves through your firm and where the hours go, costed against your own staff rates. You get a prioritised roadmap: what to build first, what it saves, what it costs. Delivered in 5 business days or it's free.
- 02
Build
Fixed scope, fixed price, fixed ship date, agreed in writing before anyone starts. Built and tested inside your existing stack. Training and documentation included. Nobody learns a new platform.
- 03
Run
Your automations monitored, maintained, and extended every month, so software updates and integration changes never become your problem. Or take the documentation and run it yourself. Both are fine.
Before the automation
If the books don't match the bank, start there.
Books drift for ordinary reasons, and automating on top of records nobody trusts only moves the problem faster. Where a client's ledger has come apart from the bank, we run a controlled cleanup first: discrepancies reviewed, uncertain items sent back to you for confirmation rather than guessed at, and a written log of every correction.
See how a books cleanup worksThe guarantee
We baseline your document turnaround before we start. If it hasn't measurably dropped 30 days after go-live, the full setup fee comes back to you.
Bookkeeping FAQ
Bookkeeping firms, answered.
No. Intake connects to what you already use, Dext or your storage, and clients send records the way they already do. The automation handles the requests, reminders, and filing.
Across all of them. The clients who never send on time are exactly the ones the chasing automation is built for. Clarity baselines your current turnaround so you can see the change.
No. We build around the software you already run. Your team learns nothing new.
Start with Clarity.
A paid audit of your bookkeeping workflow, delivered in 5 business days or it's free, and credited against your first build. You get a map of where the hours go and a costed plan to get them back.