Review it like a senior.
AI Review reads the file the way your best senior would. It builds the schedules, checks the casts, raises the points and drafts the queries, all before the partner opens the file. Don't read about it. Do it, right here.
Live on Demo Company Ltd · 01 Aug 2024 to 31 Jul 2025 · real workflow, demo data
Give it the file.
Year-end records arrive however clients send them. Spreadsheets, PDFs, exports. Hand them over exactly as they are: no tidying, no re-keying, no template to fill in first.
click a file. or add them all. ✓this stage works: click the files, or the button
It builds the schedules.
It reads the files and casts the working papers itself. Watch the aged debtors schedule assemble, total itself, and agree itself against the control account, live.
casts itself. agrees itself. flags itself. ✓| Customer | Current | Older | Total |
|---|---|---|---|
| Aspect Construction | 5,260.00 | 0.00 | 5,260.00 |
| T & T Group | 14,480.00 | 0.00 | 14,480.00 |
| My Contracts | 0.00 | 23,740.00 | 23,740.00 |
| Harbour Build | 0.00 | 2,729.32 | 2,729.32 |
| First Interiors | 0.00 | -800.00 | -800.00 |
| Air On | 0.00 | -300.00 | -300.00 |
| Total | 0.00 | 0.00 | 0.00 |
Waiting for the files…
it builds as you scroll. watch it again from the top
Run AI Review.
The schedules are built and the supporting documents are read. One click sends your senior through the whole file: control accounts, VAT, payroll, the director's loan, everything.
about five minutes. the whole file. ✓Supporting documents
Ready to begin your AI Review?
Your accounting data and supporting documents are ready.
Review complete.
Findings drafted. Queries written. Waiting for your eyes.
nothing posted. nothing sent. that's your job. ✓press run. this is the real rhythm of it
Read the findings, written like a senior wrote them.
Every point states the fact with figures, names the driver, asks one decidable question and says what happens next. No riddles, no jargon dumps. Two real findings: click between them.
issue. detail. action. every single time. ✓Issue. The trade debtors control account does not agree to the aged summary at the year end.
Detail. The control shows £48,210.55 against £45,109.32 on the aged summary, a difference of £3,101.23. It traces to three January receipts posted to nominal 1100 and left unallocated.
Action. Confirm with the client which invoices the three receipts settle, then allocate them. The control will agree. No adjustment until confirmed.
Issue. No Use of Home as Office expense has been identified in the profit and loss account for the current period.
Detail. A review of the profit and loss shows no posting for home-office costs. The business carries a Rent charge of £14,905.57 in the period, but no separate home-office allowance is recorded.
Action. Confirm whether the director works from home for the business. If so, agree an appropriate amount and post the suggested journal. No adjustment until confirmed.
| Account | Debit | Credit |
|---|---|---|
| 3390 Sundry expenses | ●●● | |
| Directors' loan account | ●●● |
written like a senior wrote it. because it learnt from one. ✓
two real findings: click the tabs
Question, note, sign off.
The AI raises and drafts. Approval is yours, on every single point. The query is written for the client, the note is written for the file, and the sign-off carries your initials, not ours.
all three buttons work. try them. ✓raise it, note it, sign it: your initials, always
Open queries become one client email.
You don't write the chasing email either. Every open query on the file rolls into a single, courteous client email, generated in one click and handed to My Email Composer for your read-through.
25 queries. one email. one click. ✓Queries on your year-end file, Demo Company Ltd
Dear Jordan,
While preparing your year-end accounts, a few points came up that we need your help with:
- We can see three receipts in January totalling £3,101.23 (£1,200.00, £950.23 and £951.00) that aren't matched to invoices. Could you confirm which invoices these settle?
- …and 24 more, each written out just as clearly.
Kind regards
Demo & Co Accountants
Teach it your firm's own review points. In plain English.
No code, no setup call, no consultant. Write the check the way you'd brief a junior, and it runs on every file from then on. Go on, teach it one.
If the director's loan is overdrawn at the year end, check s.455 and raise it with the client before filing.
The review runs before the partner opens the file.
Control accounts, aged balances, VAT, payroll, the director's loan. The file arrives at review with the checks already run and the questions already drafted.
Client-friendly outside. Technical inside.
Queries for clients read courteous and jargon-free. Notes for your team talk in account codes and workings. Same point, right language for each reader.
Nothing posts, files or sends itself.
Journals are suggested, never posted. Queries are drafted, never sent. Every point waits for initials, and the initials are yours.
Raised on every demo.
Put a senior on every file.
You've just walked the flow on demo data. Now open the live demo and run it on Demo Company Ltd yourself. No signup, no sales call.