ServicesHow We WorkProcessAboutContact
Core capability

Document & data automation

The engine behind our name. Your team stops re-keying paperwork: invoices, receipts, and bank statements are captured, read by AI, validated, and pushed into Xero, Sage, or Pastel — with a human on every exception.

Reads
Most layouts
Method
AI, not OCR
Files into
Xero · Sage · Pastel
Capture
Email, upload, scan, or phone photo — invoices, receipts, bank statements.
AI extraction
Key fields pulled from most layouts — no templates to maintain.
Validate & review
Rules catch the odd ones; your team approves only exceptions.
File & export
Clean, structured data straight into Xero, Sage, or Pastel.
02 — CLIENT PORTALS

Client portals & document collection

A secure, branded portal that ends the “please send me your bank statements” chase. Clients upload once, automated reminders do the chasing, and everything lands where your team can act on it.

Builds
Portal · Collection
Chasing
Automated
Access
Role-based
Branded portal
A space that looks like your practice for clients to share documents.
Automated reminders
The portal chases outstanding paperwork so your team doesn't have to.
Straight into the system
Uploaded documents flow into extraction and your dashboard.
Secure by default
Role-based access and an audit trail on everything.
03 — PRACTICE DASHBOARDS

Practice dashboards

Every client's VAT201, EMP201, provisional tax, and CIPC deadline in one live, colour-coded view — built for South African compliance, so nothing slips.

Tracks
VAT201 · EMP201
Plus
Prov. tax · CIPC
View
Live · colour-coded
SA deadlines
VAT201, EMP201, provisional tax, and CIPC dates in one place.
Colour-coded
See at a glance what's due, what's filed, and what's overdue.
Every client, one screen
The whole practice in a single live view, not a stack of spreadsheets.
Fed automatically
Extraction pushes the numbers in, so the view stays current.
04 — GETTING STARTED

Websites

Not sure you're ready for automation yet? A fast, credible website for your practice is a simple way to start working with us — and an easy first step before we automate the busywork behind it.

Type
Entry offer
Includes
CMS · SEO
Leads to
Automation
Design-led
Brand-aligned, credible design that earns trust on first impression.
Easy to edit
A CMS your team can update without calling a developer.
Built to be found
Technical SEO and speed baked in from the first commit.
Responsive
Flawless on every screen, from boardroom display to phone.

The same engine works for any document-heavy practice — law, healthcare, logistics. We're focused on accounting first, and grow into those as the work proves itself.