Client impact
Real problems, solved.
What the problem was, what we built, and what changed.
01
Private family office
One platform to run daily operations
The problem
Events, travel and documents were run from an old tool, spreadsheets and message threads.
What we built
One secure platform for the whole team, with AI that reads documents and answers questions.
The outcome
Hours back every week, fewer errors, and one place to look.
Before
An old toolSpreadsheetsMessage threadsEmailAfter: one platform
Today3 waiting for you
EventsTravelDocumentsApprovalsInvoices
Board dinner · ThursdayApproved
Geneva trip · 3 travellersNeeds approval
Supplier invoice · $3,280To check
Ask: Who is travelling next week?
Illustrative screen with sample data
Built safelyHosted on the client’s own serverAI that runs privatelyTwo-step sign-inEncrypted documents
02
Boutique fitness studio
AI agents for bookkeeping and VAT
The problem
The owner was losing hours to bookkeeping: matching payments, chasing suppliers for the right invoices, and preparing VAT.
What we built
AI agents that run the bookkeeping from bank statement to VAT return, set up around UK VAT rules.
The outcome
Bookkeeping and VAT are automated from start to finish. The owner reviews and clicks submit.
Who does the work
Six manual steps became one.
Before
By hand
Read bank statements
By hand
Find receipts in email
By hand
Match each one
By hand
Chase missing receipts
By hand
Log it in the accounts
By hand
Review and submit
After
AI agent
Read bank statements
AI agent
Find receipts in email
AI agent
Match each one
AI agent
Chase missing receipts
AI agent
Log it in the accounts
A person
Review and submit