AI agent use case

AI agents for finance & bookkeeping

Categorise, reconcile and report continuously — the same finance automation that powers our own product, All Day Books.

Connects to
Bank feeds (Open Banking) · Accounting software · Invoicing & payments · Receipt capture
reconciliation
Real-time
VAT & tax figures
Quarter-ready
of admin saved monthly
~10 hrs

Finance automation is the domain we know best — it's what we built All Day Books on. A finance agent categorises every transaction, reconciles the bank feed against invoices and receipts, chases what's owed, and keeps the numbers current so you're never reconstructing them at a deadline.

What it actually does

As money moves, the agent assigns the right category, matches it to the record that explains it, flags anything that doesn't fit, and keeps VAT and tax figures set aside and accurate. Reporting becomes a question you can ask in plain English rather than a spreadsheet you rebuild.

Built on a product we run

Because we operate All Day Books in production, this isn't theoretical. We've handled the messy edge cases of real financial data — fuzzy matches, odd supplier names, partial payments — and that hard-won reliability is what we bring to a custom finance agent on your stack.

Where it fits

Best for finance teams and SMBs drowning in categorisation and reconciliation, or product teams building finance features who'd rather not reinvent the pipeline. Sensitive actions stay human-approved; the repetitive 95% runs itself.

Bank feeds (Open Banking)Accounting softwareInvoicing & paymentsReceipt capture

Finance & bookkeeping agents — FAQs

Is this the same as All Day Books?

All Day Books is our productised AI bookkeeper for businesses. This use case is the underlying capability delivered as a custom agent on your own systems — built on the same engine and lessons.

Does it file taxes for us?

It keeps records MTD-friendly and figures quarter-ready, with a clear audit trail. Filing and final sign-off stay with you and your accountant.

How accurate is the categorisation?

It learns your business and improves with corrections, and anything low-confidence is flagged for review rather than guessed silently.

Other use cases

Deploy a finance & bookkeeping agent.

Tell us the workflow — we’ll come back within one business day.