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Financial services · Bookkeepers

Reconciled by Friday. Pay-runs by Monday.

UK bookkeepers — solo + small practices — Xero, FreeAgent, QuickBooks — client onboarding, monthly reconciliation, pay-run automation, ICB-compliant.

Map the practiceBook a 30-min call
Solo · 2-5 staff
Xero + QB certified
No hire, typical
VAT + ITSA aware
Bookkeepers Solo · 2-5 staffICB · IAB · AAT Xero + QB certified2x clients No hire, typicalMTD-ready VAT + ITSA aware
The bookkeepers stack

Six instruments, calibrated.

UK bookkeepers — solo + small practices — Xero, FreeAgent, QuickBooks — client onboarding, monthly reconciliation, pay-run automation, ICB-compliant.

01 · Client onboarding

From sign-up to live ledger in a day.

Engagement letter signed, Xero invite sent, opening balances captured, AML done — the onboarding sequence that runs without you holding the new client's hand.

  • DocuSign engagement letters
  • Xero / FreeAgent invite automation
  • Opening-balance capture
  • AML on intake
02 · Monthly reconciliation

Every client reconciled by Friday.

Bank feeds chased, missing receipts queried, period closes signed off in cadence. The week-by-week rhythm that stops the month-end pile-up.

  • Bank feed monitoring
  • Missing-receipt query workflow
  • Period-close sign-off queue
  • Per-client reconciliation status
03 · Pay-run automation

Pay-run prep, not pay-run panic.

Hours pulled, payslips generated, BACS files queued, RTI filed — the pay-run runs on rails so the bookkeeper reviews, not rebuilds, every cycle.

  • Xero Payroll + Sage Payroll
  • BACS file generation
  • RTI submission
  • Pension auto-enrolment workflow
04 · Receipt + expense capture

Clients send the receipt, you don't chase it.

Dext or AutoEntry pulling receipts from email, WhatsApp, photo — auto-coded, auto-published into Xero. The hour you used to spend chasing receipts is gone.

  • Dext + AutoEntry integration
  • Auto-coding + auto-publish
  • WhatsApp receipt capture
  • Per-client receipt SLA
05 · Client comms

One thread per client. One owner.

Queries, document requests, period-close updates — one thread per client with SLA tracking. The end of the inbox-as-CRM era.

  • Multi-channel client thread
  • SLA + response tracking
  • Auto-status updates
  • Per-client query backlog
06 · BrainBase

Procedures and templates, indexed.

VAT scheme notes, payroll edge-cases, client-specific quirks — searchable from the ledger, the email draft, the WhatsApp reply. The practice that runs without you remembering everything.

  • Procedure + template library
  • VAT + payroll reference
  • Per-client quirk notes
  • AI-assisted retrieval
Sample engagement

The solo bookkeeper who doubled clients without hiring.

One ICB bookkeeper. Fourteen clients. Saturday mornings disappearing into receipt chasing.

A solo ICB-licensed bookkeeper ran 14 clients on Xero with manual receipt chasing and a spreadsheet for period-close tracking. Two-week build: Dext wired in for receipt capture across all clients, Xero workflows automated for monthly close, WhatsApp receipt-line for the four clients who refused the app. Eight months on: client base grew from 14 to 28, no hire, Saturday mornings returned.

How we measure: client count tracked monthly via active Xero invitations; bookkeeper hours logged via Toggl across all client work, pre-build vs post-build six-month average; per-client onboarding time measured from engagement letter sent to first reconciled month.

14 → 28clients, no hire
−6 hrsweekly receipt chasing
1 dayonboarding to live ledger
Builds for financial services

Use cases that fit.

Each is a tightly-scoped build, fixed price, owned by you.

Dashboards

Dashboards

Your P&L, bookings, ops, suppliers, forecast — six instruments, calibrated.

CRM & Records

KYC verification

Onboarding, identity, sanctions, ongoing monitoring — one operator view, audit-trail-ready.

Case & Ticket Management

Support ticketing

Customer issues, internal IT, ops requests — one queue, SLA on every row, no Zendesk overage.

Process Automation

Expense tracker

Photo a receipt, the policy applies, the reimbursement runs. Xero / QuickBooks integrated.

Adjacent industries

Different shape of the same problem.

If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.

Professional services

Agencies, accountants, lawyers, consultants — billable hours, real.

SaaS

Indie founders, micro-SaaS, B2B tools — onboarding, churn, billing automation.

Startups

Seed and Series-A founders — the ops you keep deferring, built once, owned.

All 22 industries

Same method, different shape. See where else we've built.

Map the practice.

Bring a client list and a recent month-end timeline. We diagnose from the numbers.

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