FINANCE
LIVE

financial management

Receipts, bank feeds, reconciliation and reports in one ledger.

WHO USES IT
  • Owner
  • Everyone
  • Bookkeeper
  • Accountant
01
CONNECT
Owner

Connect your bank and cards

Link your business accounts once. Transactions flow in every day — no more downloading statements.

HOW AI HELPS

Recognises your bank and brings in 12 months of history, so you start with the full picture on day one.

02
CAPTURE
Everyone

Snap or forward every receipt

Staff photograph receipts or forward email invoices. Nothing lives in a shoebox or a personal inbox.

HOW AI HELPS

Reads each receipt, fills in vendor, amount and tax, and matches it to the right bank transaction.

03
REVIEW
Bookkeeper

Only review what needs you

Instead of checking every line, your bookkeeper sees a short list of exceptions — and clears them in minutes.

HOW AI HELPS

Spots duplicate charges, unusual amounts and missing receipts before they become month-end problems.

04
UNDERSTAND
Owner

See where the money goes

A live picture of spending, cash and margins — in plain language, not accountant-speak.

HOW AI HELPS

Explains changes in one sentence and points out savings you can act on today.

05
CLOSE
Accountant

Close the month without the chase

Everything reconciled, receipts attached and a tax summary ready — handed to your accountant in one click.

HOW AI HELPS

Checks for anything missing before your accountant has to ask, and prepares the summary for filing.