Your finance team shouldn't be doing work software can do
We help charity finance leaders automate the recurring work that eats their team's month, reconciliations, coding, variance commentary, board pack production, so the function moves from processing to partnering.
What finance directors tell us
These are the pressures we hear most often from finance leaders at UK charities.
- Month-end takes 7+ working days and the same three people are the bottleneck every time
- Restricted fund reconciliation is manual and nobody else can do it
- Board pack production eats a week and is out of date by the meeting
- Your best qualified person spends half their time coding and matching
- Every funder wants a different report cut from the same data
- You know AI could solve some of this, but not which parts, or how to prove it's safe to trustees
None of these are people problems. They're process problems that now have a technical answer.
What we actually automate
Specific processes we build into the pipeline, not vague promises about productivity.
Transaction processing and coding
Rules-based and AI-assisted coding against your chart of accounts and fund structure, so transactions land in the right place with minimal manual entry.
Reconciliation and close orchestration
Automated checks and exception flagging across bank, restricted funds, and control accounts, so the close is reviewed rather than rebuilt.
Management reporting and commentary
Draft variance narrative generated from your ledger, reviewed by a qualified accountant before it is issued to the leadership team or board.
Funder and board reporting
One data model, multiple report cuts. The same trusted numbers produce funder submissions, board packs, and management accounts without reformatting.
A qualified accountant reviews everything before it leaves. Automation removes the keystrokes, not the judgement.
We run our own finance function this way
We deliver monthly close for charity clients on this pipeline, with automated audit gates at every stage. This is not a proposal. It is the system already running in production.
working days to close
of transactions coded without manual intervention
hours saved per client per month
We'll walk you through it live on the diagnostic call.
What this means for you and your team
Plain answers to the questions finance leaders actually ask.
More senior, not smaller
This makes the function more senior, not smaller. The work removed is work nobody was hired to do.
You lead the programme
We're the implementation partner, not a replacement for finance leadership. You set the priorities and sign off the outputs.
Co-sourcing is an option
If you'd rather hand over the transactional layer entirely, we offer co-sourcing: we run AP, bank reconciliation and fund posting, you keep strategy, business partnering and the board relationship.
Governance, data and what you'll tell your trustees
The controls and commitments your board will want to see before any AI or automation work starts.
UK and EEA data handling
Charity and donor data is processed and stored within UK and EEA infrastructure.
UK GDPR aligned
Our approach is fully aligned with UK GDPR and the Data Protection Act 2018.
No third-party model training
Your data is not used to train third-party AI models.
Human review before issue
A qualified accountant reviews outputs before anything is issued to funders, the board, or regulators.
Audit trail and evidence
We maintain a clear audit trail and retain evidence to support your controls and any future examination.
Board-ready AI governance summary
You receive a written AI governance summary the board can adopt directly.
We can front the board
We can attend a trustee or audit committee meeting to answer questions directly.
Start with a diagnostic
A fixed-fee, 2-week AI Finance Diagnostic. We map your current-state processes, build an automation opportunity register with hours and cost attached to each item, and give you a prioritised roadmap and a board-ready summary.
Diagnostic
Map processes and identify automation opportunities
Roadmap
Prioritised plan with hours, cost, and sequencing
Implementation
Build, test, and embed the automation pipeline
What trustees ask before we start
Plain answers to the three questions that decide whether a board feels confident moving forward.
How does the AI Finance Diagnostic actually work?
It is a fixed-fee, two-week engagement. We map your current month-end, reconciliation, reporting, and restricted-fund processes, then build an automation opportunity register with hours and cost attached to each item. You receive a prioritised roadmap and a board-ready summary, and we walk you through the pipeline live on a call. If you proceed to implementation, the £995 fee is credited against the work.
How do you handle restricted funds?
We build your fund structure into the automation layer so every transaction is coded against the correct restricted, unrestricted, or designated pot. Bank, control, and fund reconciliations run with automated exception flagging, and a qualified accountant reviews restricted-fund movements before anything is issued. We also maintain a clear audit trail and evidence pack for your independent examiner or auditor.
What guarantees help trustees feel safe?
Your charity and donor data is processed and stored within UK and EEA infrastructure, never used to train third-party AI models, and covered by a written AI governance summary the board can adopt. A qualified accountant reviews every output before issue, and we can attend a trustee or audit committee meeting to answer questions directly. The work is overseen by ICAEW Chartered Accountants with KPMG-trained leadership.
Frequently Asked Questions
Plain answers to the questions finance leaders ask before starting an AI finance transformation.
What does the AI actually do, and what stays with a qualified person?
The AI handles repetitive, rules-based work: matching transactions, coding against your chart of accounts and fund structure, flagging reconciliation exceptions, and drafting first-pass variance commentary. Judgement, approvals, sign-offs, and anything issued to the board, funders, or regulators stays with a qualified accountant who reviews and confirms every output.
Where is our data processed, and is it used to train models?
Charity and donor data is processed and stored within UK and EEA infrastructure. It is not used to train third-party AI models, and we maintain a clear data processing and retention record aligned with UK GDPR.
How do we explain this to trustees and our auditor?
We provide a written AI governance summary that covers what is automated, what is reviewed by a human, where data is held, and how controls and audit trails are maintained. We can also attend a trustee or audit committee meeting to answer questions directly.
What happens if the automation gets something wrong?
Every automated output is flagged for review before it is issued, and a qualified accountant checks exceptions and judgement items. If an error is found, we trace it, correct it, and update the rules or controls so the same issue cannot pass through undetected.
Which accounting systems do you work with?
We are system-agnostic and commonly work with Xero, QuickBooks, Sage, and specialist charity accounting platforms. We design the automation layer around your existing ledger and fund structure rather than forcing a system change.
How long before we see a measurable difference?
Most charities see a measurable reduction in close time and manual coding effort within the first 4-6 weeks of implementation. The diagnostic itself produces a prioritised roadmap with hours and cost attached to each opportunity, so you know exactly what to expect before any work starts.
Will this reduce our finance headcount?
The aim is to make the function more senior, not smaller. We remove the repetitive work that nobody was hired to do, which frees your qualified people to focus on business partnering, forecasting, and board support.
What do you need from our team during implementation?
We need access to your current chart of accounts, fund structure, and a small amount of time from the person who knows your month-end process. We handle the technical build, AI configuration, and project management; your team validates outputs and owns the final sign-offs.
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