Less data entry, faster month-end
A lot of finance work is copying and checking. We set up cloud accounting, eTIMS links, bank feeds and simple automations so your team spends less time typing and more time on decisions.
Businesses where month-end takes too long, or where invoicing, banking and accounting systems do not talk to each other.
Systems set up and tested, and a team trained to use them.
We know what the numbers must look like at the end, so we set the systems up to produce them.
A project quote for set-up, with optional monthly support afterwards.
What we do
Automation services
Tools chosen to fit your business, set up by accountants.
Move to cloud accounting
We move your records from spreadsheets or desktop software and set up your chart of accounts properly.
KRA eTIMS integration
Linking your invoicing or point-of-sale system to eTIMS, so your invoices comply without extra typing.
Bank feeds and reconciliation
Transactions flow in from your bank and are matched by rules, leaving only the exceptions for review.
Receipts and expense approvals
Staff photograph receipts, managers approve on their phones, and the entries post to the books.
Dashboards
Up-to-date views of sales, cash and margins for owners and boards, built from your own accounts.
Training
Hands-on training so your team can run the new tools without us.
How we work
From first call to finished work
Every engagement follows the same four steps, so you always know what happens next.
A short call
We ask about your business and what you need, and tell you honestly whether we are the right firm for it.
Scope and fee in writing
You get the scope, timeline and fee in writing before any work starts.
A named CPA leads the work
One person is responsible for your file and keeps you updated as the work moves.
Report and next steps
We walk you through what we found or filed, and what needs to happen next.
Questions
Common questions about ai and business automation
If your question is not here, ask us directly. We reply in plain language.
Will automation replace our accountant?
No. It removes repetitive work. Someone still needs to review exceptions, make judgements and sign off the figures.
Do we need to be on eTIMS?
KRA requires businesses to issue invoices through eTIMS, and expenses not backed by an eTIMS invoice may not be allowed as deductions. We can check how the rules apply to you.
How long does set-up take?
It depends on how many systems are involved and the state of your records. You get a plan and timeline with the quote.
Other services
Often used together
Clients who use this service often need these as well.
Accounting & Bookkeeping
Monthly bookkeeping, reconciliations, payroll, management accounts and annual financial statements.
Read more → ServiceTax Advisory & Compliance
Corporate and personal tax, VAT, PAYE and withholding tax, plus KRA audits, objections and refunds.
Read more → ServiceBusiness Advisory
Cash flow forecasts, financial models, business plans and support on deals and restructuring.
Read more →Month-end taking too long?
Tell us which systems you use today. We will show you what can be automated and what it will cost.