Financial records.
THE RULE FIRST
The software calculates. AI extracts, categorises and explains.
Never accept a calculation.
WHERE IT HELPS
Extracting data from invoices and receipts Categorising transactions, checked Chasing payment Explaining entries to colleagues Reconciliation support
FOR DATA ENTRY
Photograph or upload invoices. Ask for supplier, date, total and line items in a table.
Verify every figure before entering.
This removes typing from much of the role.
FOR CHASING PAYMENT
Prepared reminders at each stage. Businesslike, not apologetic.
The reminder before the due date collects the most.
FOR CATEGORISATION
Useful, and check. Miscategorised transactions distort reporting.
WHAT TO NEVER SEND
Bank details Full statements without considering what they contain
FOR ANYTHING TAX RELATED
Never rely on generated statements. Ask your accountant.
