Executive Headhunters
Accounting and bookkeeping services
The client is a professional accounting and bookkeeping firm supporting a broad portfolio of SME clients. While the firm had modern accounting software in place, a significant proportion of day-to-day work was still dominated by manual invoice processing and transaction reconciliation. As client volumes increased, this created operational bottlenecks and placed pressure on margins.
Labour-intensive invoice processing
Invoices were received in multiple formats and processed manually by staff, requiring repetitive data entry and validation. This work was time-consuming and tied up qualified accountants and bookkeepers in low-value administrative tasks.
High risk of human error
Manual data entry increased the likelihood of errors, leading to reconciliation issues, rework, and delays in month-end and reporting cycles.
Scalability constraints
Growth in client numbers directly increased processing workload, meaning the firm would have needed to hire additional staff simply to maintain service levels.
A fully automated, AI-powered bookkeeping workflow was designed to integrate directly with the firm’s existing systems and processes.
Users could upload invoices directly into the system via a simple, user-friendly interface.
AI models automatically extracted key data points, including supplier details, invoice dates, amounts, VAT, and line items.
Extracted invoice data was intelligently matched against live bank feeds.
Transactions were automatically categorised and reconciled, significantly reducing manual review requirements.
Clean, validated data was exported directly into the firm’s existing accounting software, eliminating duplicate entry and preserving established workflows.
Exception handling rules were built in, ensuring only anomalies required human intervention.
Significant time savings
The firm reduced manual invoice processing by many hours each week, dramatically increasing operational efficiency.
Improved accuracy and consistency
Automation reduced data entry errors and improved the reliability of financial records, resulting in smoother reconciliations and faster reporting cycles.
Faster turnaround times
Clients benefited from quicker processing of invoices, more timely reporting, and improved responsiveness from the firm.
Shift to higher-value work
Accountants were able to redirect time away from administrative tasks and focus on advisory services, client relationships, and value-adding analysis.
Scalable operations
The firm established a scalable processing model capable of supporting growth without a proportional increase in headcount.
By automating invoice processing and transaction reconciliation, the client transformed a labour-intensive bookkeeping function into an efficient, scalable, AI-driven operation — improving accuracy, reducing costs, and enabling accountants to focus on higher-value advisory work.
0207 160 6996 
