Monthly services

• Ongoing service

  Get suggested accounts for each month's uncoded bank lines, for your bookkeeper to approve

  Each month, suggested accounts with evidence for that month's uncoded bank lines. Your bookkeeper decides every line, and the bands are re-tested on lines you have coded since.

  £145/month · untested offer price

• Ongoing service

  Get a weekly list of accounts renewing soon that show risk signals, with evidence

  Each week you get accounts renewing in the window you set (for example 90 days) that show any agreed risk signal, with evidence and dates. Read-only: the account owner decides.

  £149/month · untested offer price

• Ongoing service

  Get a month-end variance draft every month, every figure traced to ledger lines

  Each month a one-page variance draft against budget or last month, with every figure recomputed by script and tied to ledger lines, and every reason quoted from your notes or asked as a question.

  £145/month · untested offer price

• Ongoing service

  Get a list every month of new repeating charges on your cards and bank accounts

  Each month we add the new card and bank lines to your repeating-charges list, show which charges are new, changed or stopped, and ask who owns each new one.

  £79/month · untested offer price

• Ongoing service

  Get a list every month of unusual ledger entries to look at, with the rules re-tested

  Each month the ledger entries that break your agreed rules, with the rule and evidence for each, and the planted-entry test re-run so you know the rules still find what they should.

  £145/month · untested offer price

• Ongoing service

  Have each month's new messy text rows sorted into your categories, unsure ones left to you

  Each month up to 2,000 new rows are sorted into your categories or marked unsure, with the label agreement re-measured on rows you label blind.

  £99/month · untested offer price

• Ongoing service

  Get VAT working papers prepared for your accountant for each return period

  Each month the VAT in your ledger is kept tied to the rows behind it, and when a return period closes your accountant gets the working papers. We never file.

  £149/month · untested offer price

• Ongoing service

  Keep your accounts mailbox routing tested and tuned every month, with misroutes reported

  Each month we sample new mail in your accounts mailbox, report any misroute that matters and tune the labels, so the routing keeps working as your suppliers and mail change.

  £149/month · untested offer price

• Ongoing service

  Keep your policy-answer assistant re-tested every month and whenever a policy changes

  Each month your 100-question policy test is re-run (by you, or on a test seat you give us), every quote is checked against the files, and any changed answer or invented rule is reported.

  £79/month · untested offer price

All back office and finance outcomes