The library
Case studies & publications
Everything we have shipped and everything we have written about shipping it, in one place. Filter by what you run, what you own, or what kind of thing you want to read.
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Accounting & BookkeepingAI Invoice Processing AutomationEvery re-keyed invoice field is an error waiting for the closing. One scanned batch could hold 200 mixed documents, each split, read and typed in by hand. Now the batch lands in the accounting system already split, read and posted, and 97% of it needs no correction.
E-commerce OperationsHigh-Volume E-Commerce Reconciliation and Accounting AutomationAt 1,500 orders a month, month-end stops being an accounting task and becomes a throughput problem. Card batches, cash collected by couriers, returns crossing the fiscal year: every extra order meant more manual work, until the month closed late. Now the whole month reconciles and books itself in under two minutes.
Accounting & BookkeepingMulti-Channel Payment Reconciliation and Accounting Import AutomationCard, PayPal, bank wire and two crypto channels, each settling in batches days later and hopping through intermediary accounts. Every month an accountant lost 3-4 days working out which order sat inside which deposit, and one mismatch meant unpicking the whole month. Now the month reconciles itself and lands in the accounting software as a ready import file.
Everything else
Accounting & BookkeepingBank Reconciliation AutomationA payment registered twice, or an invoice left open weeks after it was paid: that is what line-by-line manual reconciliation produces at month-end. Now about 90% of bank transactions reconcile and post themselves, and accountants only see the lines that need judgement.
Accounting & BookkeepingRPA Bank Statement Processing AutomationWhen the accounting system has no import and barely any export, every bank line is typed by hand, for clients who cannot afford a single wrong entry. Their data cannot leave the building, so cloud AI is not an option either. We automated it anyway, entirely on premise.
Professional ServicesKYC and AML Case Management Platform for a UK Compliance PracticeA KYC file is only as good as its weakest step: a director missed in Companies House, a news hit nobody screened, an ID never checked. For a UK compliance practice we built a case management platform from the ground up that walks every case through 13 steps, with registers, screening, ID checks, evidence and QA in one place. It was meant as an internal accelerator; it was later sold as a product.
Accounting & BookkeepingBank Statement Download AutomationOne missed bank account and the month closes on incomplete data. For this firm that risk came round twice a month: 70+ client companies, three bank portals, every login behind 2FA. Now nobody downloads a statement by hand.
Accounting & BookkeepingClient Onboarding Portal with Dataverse for a UK Accountancy FirmFor a firm that has to verify every new client, onboarding by email is slow, insecure and hard to evidence: passports as attachments, questions lost in threads, staff retyping everything before checks could start. Now clients sign in to a secure portal, submit their details and ID documents once and chat with the staff on their case, and everything lands as structured data in the firm's Dataverse app, where driving licence and public-record checks run.
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