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Turing Automate
For Accountants & bookkeepers

Bookkeeping records collected and ready for your team's review

Receipts collected, missing records chased and practice tasks updated, with accounting decisions kept with your team.Use the capture and matching features in your accounting software first. When records still need moving between your inbox, ledger and practice tools, we build the connection around your review steps and each system's supported access.

Discover Autopilot
In short

Bookkeeping automation moves documents through capture, review or matching, and recording in the ledger. Xero and QuickBooks already handle parts of this, depending on your plan. Custom workflows connect the remaining steps: collecting missing records, routing exceptions and updating practice tasks. Your team keeps accounting decisions and checks that each record reached its destination.

Check the product features and reporting guidance

You agree the outcome, we build it, and you get the hours back to grow the business.

Your data stays yours Connections checked against your tool access
On Autopilot

What we’d put on Autopilot

Routine requests and routing run automatically. Your team keeps the accounting reviews and decisions.

  • Missing receipts and statements requested against each client's checklist
  • Records linked to the correct client, period and review task
  • Duplicates and unclear documents routed to your review queue
  • Reviewed status passed between supported ledger and practice tools
Flagship automation

The automation we'd turn on first for accountants & bookkeepers

Automate invoice chasing for accountantsAutomate reminders across the ledger with a consistent, reviewable schedule for every client account.
What we’d automate

Automations built for accountants & bookkeepers

The builds we’d scope first: each one takes a named task off someone’s week.

  1. 01

    Collect the records your team needs

    Build a client and period checklist, request the missing items and link arrivals to the correct task. Keep receipt capture in the accounting tool where its native feature covers the job.

  2. 02

    Route records for accounting review

    Check the client, document reference and required fields before routing an item. Your team reviews categories, VAT treatment and uncertain matches in the accounting system; the workflow tracks the outcome.

  3. 03

    Keep the intake status visible

    Illustrative register: six entries, with two reviewed, one flagged duplicate, one awaiting review and two missing. Receipt arrival alone leaves the accounting review and ledger confirmation open. The sequence below shows the proposed checks.

  4. 04

    Update the next practice task

    Use the agreed review and destination confirmation to update the practice task. Keep a source reference and the last confirmed status so a repeated event can be checked before it creates another record. The route depends on each tool's available API or connector.

Watch it work

Follow the bookkeeping intake checks

A simulated intake register using fictional entries. It illustrates review and status checks for a proposed build.

Illustrative bookkeeping intake: six checklist entries
  1. Client checklist openedSix expected record entries are tracked for one fictional client and period.
  2. Two entries reviewedThe reviewer checks two records; the workflow keeps their source references and the confirmed review status.
  3. Duplicate held for reviewOne entry is flagged as a possible duplicate and stays in the review queue while the original record is checked.
  4. Unclear entry routedOne entry awaits the team's accounting review. Uploading a document leaves ledger confirmation open.
  5. Two missing entries chasedThe two missing records remain on the request list. Completion depends on the required reviews and destination confirmations, rather than the number of uploads.

Simulated example, not a real client

What’s your Autopilot worth?

Put your own numbers in

Estimate your current record-chasing and handoff cost. Any saving depends on the routine steps we can automate, the accounting review that remains and the ongoing running cost.

You stay in control

Done for you. Fully yours and in your control.

You approve every launch

You approve the plan and build before it touches your business, then sign off the launch.

It hands control back when unsure

If it’s unsure, it routes the decision to a person with the context attached.

It frees your team for valuable work

AI handles the busywork; your people handle the judgement and the relationships.

How we’d build it

The services behind it

We handle the technical side end to end. Here’s what tends to do the heavy lifting for you.

  1. 01
    AI Agents & Chatbots

    Answer customers instantly, day or night

    AI assistants that answer, qualify and support around the clock, built on your business and trained in your voice.

  2. 02
    Workflow & Process Automation

    Stop copying data between apps

    Manual imports? Out the window. We wire the tools you already run together so data moves automatically, with the system built and maintained for you.

  3. 03
    Reporting Automation

    Get every recurring report assembled and delivered

    Reporting workflows that collect, check, assemble and deliver recurring reports from connected sources.

  4. 04
    Automation repair

    Get your automation working correctly again

    Fix failed workflows, duplicate actions, missing leads and broken connections between your tools.

Go deeper

Guides on exactly this

Clear reads on how it works, what it costs, and where to start before you commit to anything.

  1. 01
    How-to / workflow specification

    Invoice processing automation: supplier bills to approval

  2. 02
    How-to

    How to automate invoicing in the UK: 7-step workflow

  3. 03
    How-to

    The best way to automate admin for a small business

  4. 04
    Buyer education

    Is AI automation worth it for a small business?

  5. 05
    Pricing guide

    Custom AI integration cost UK: when off-the-shelf is enough

The black box

Every step, on the record.

Every aircraft carries a black box that records the whole flight. It’s what investigators trust. Your Autopilot has one too: every action logged, backed up and reversible. You keep a clear view of every job it handles.

  • Every action, loggedEach step the Autopilot takes is written down with a timestamp: a full flight record you can read.
  • Backed up before it actsA backup is saved before each change, preserving the previous state of your data.
  • Undo anythingA restore point on every step means any action can be rolled back to the saved state.
flight-recorder.logRec
  1. 08:59:14Autopilot · engagedsession opened
  2. 09:41:02invoice #1183 · reminder sentbackup written
  3. 09:41:57enquiry “Priya K.” · replied + bookedlogged
  4. 09:42:10Monday report · delivered to 3 inboxeslogged
  5. 09:43:33duplicate contact · mergedrestore point saved
append-only · tamper-evidentyours to read, anytime
FAQ

Questions from accountants & bookkeepers

Start with the features in your current software. Xero and QuickBooks offer document capture and matching; QuickBooks Online Advanced also has native approval and reminder workflows. Availability depends on your product, edition and subscription. Custom work is useful when a specific step between your ledger, document store and practice tools remains manual.

Get started

Automation you can track, then trust.

Tell us what you want to automate. You get a free plan and a fixed quote to approve before anything gets built.

Discover AutopilotTurn on Autopilot

Fixed price you approve firstYou own everything we buildPause or cancel anytime

Discover Autopilot