Accounts and admin
The answer on your margins before your accountant’s.
- Invoices and exports read
- Answer with the source line
- Your accountant keeps the closing
It reads your invoices, your accounting exports and your ledger. It returns the answer on margins, overdues and due dates, with the line it came from. It does not replace your accountant on the year-end closing.
The question takes one sentence. The answer takes ten days.
“Are we making money on this kind of job?” You email the firm. They answer after the closing, with correct figures and a decision already taken without them.
Your accountant is not slow. They are simply not there when you ask the question.
3 guardrails, not 3 promises.
Each one proves itself in use, not in a brochure.
It shows the line it came from
Every amount points back to the matching entry or invoice. You can open the document and check, in one gesture.
It states its scope
It says which period and which export it is working from, and what is not in there yet. A partial answer is presented as partial.
The closing stays with the firm
It informs your decisions this month. It produces no annual accounts, substitutes for no professional opinion, and signs nothing.
An owner’s question, a verifiable answer.
You ask the question the way you think it: the margin on a type of job, the weight of a supplier, what is left to pay this quarter. The assistant reads the entries, calculates, and shows the answer with the lines behind it. You open the detail whenever you want to check.
The rest, once trust is settled.
What never leaves your walls.
If your AI provider cannot put these four lines in writing, ask them why.
Watch it work on your document.
Twenty minutes, on your own data. Bring what this assistant will have to read, and you watch live what it does with it, and where it stops.