Starts with you
Usual mix in Starter · When you paste invoices or receipts.
Bookkeeping
Reads pasted invoices, receipts, or expense lines, matches them to the bank, and prepares the month. Your accountant still signs VAT.
Request a quote for this job- Needs
- Invoices, receipts, or expense lines pasted in chat. The VAT rules you already use.
- Delivers
- Draft treatments, a list of mismatches, and a month pack ready to review.
- You stay in charge
- Prepare-only. A person approves every post. Connect is optional.
Used for
Month end in the paste
You pasted invoices and receipts. The worker sorts the lines and builds the pack. A person still posts.
A bank line with no match
One line in the bank file has no invoice. The worker puts it on the mismatch list instead of guessing. A person decides what that line is.
The founder’s lunch and mileage
You pasted the owner’s receipts. The worker drafts treatments against the rules you gave. Odd amounts stay on the exception list.
A pack for the accountant
Your accountant still does the VAT and the sign-off. The worker prepares the month so that work starts from a pack, not from a hunt. It does not replace the accountant.
Who does this today
The bookkeeper, office lead, or founder who currently builds the month pack. The person who hunts receipts in a shared inbox at month end.
What it does not do
It does not replace your accountant. VAT rules stay yours. It does not post.
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