For bookkeeping practices
How a bookkeeping practice uses an AI accountant next to Xero or QuickBooks
Monday is not filing. It is who has not sent July, and whose bank does not tie. Finn does the chase and the first pass. You review what needs you, and you sign off.
Keep the ledger the client already has
This is not "switch from Xero." The client keeps their Xero or QuickBooks file. AccountsOS sits next to it as the AI accountant that chases, reconciles and prepares the returns. You remain the relationship; Finn is the colleague that never sleeps.
Keep the ledger they have
This is not 'switch from Xero'. The client keeps their Xero or QuickBooks file. AccountsOS sits next to it as the AI accountant that chases, reconciles and prepares the returns.
Finn does prep, you review and file
Finn reconciles the bank, drafts the VAT return or annual accounts, and tells you where each client stands. You review the work and file it. Finn never submits to HMRC, the ATO or any other authority on your behalf.
Monday is a named list, not filing
Monday morning is not you filing 40 returns. It's Finn giving you the named list of who is ready, who is blocked, and why. You work the exceptions, not the whole book.
The workflow
How a practice uses an AI accountant next to existing ledgers
Pilot a small group first. Prove it works. Then roll the rest of the book in batches at your own pace.
01 Pilot a small group
Pilot a small group
Start with a few awkward clients that need the most chasing. The ones whose books never tie, or who send July's receipts in October. Prove it there first.
02 Finn does first pass
Finn does first pass
Finn reviews each client's books, reconciles what it can, and reports back with a named list: ready to file, or blocked with the reason why.
03 Practice reviews
Practice reviews
You see exactly which clients are clean and which need you. Clear the blockers, review the work, and sign off. Finn never files or submits on your behalf.
04 Roll book in batches
Roll book in batches
Add the rest of the client book in whatever batches suit you. One client or twenty, the process is the same. Expand at your own pace.
The named list, not the filing
Monday morning is not you filing 40 VAT returns. It is Finn giving you the named list: which clients are ready to review, which are blocked, and why. You work the exceptions, not every line of every book.
The Monday desk
Ready: 28 clients. Books reconciled, VAT drafted. Review and file.
Blocked: 12 clients. Named reasons: "8 unreconciled transactions", "July bank statement missing", "VAT registration incomplete".
Awaiting data: 5 clients. Receipts or statements not yet received. Chase list attached.
Pilot a small awkward group first
Do not roll the whole book at once. Start with the clients who need the most chasing. The ones whose books never tie on the first pass. Prove Finn works there, then add the rest in whatever batches suit you.
The rollout pattern
Pilot: 5–10 awkward clients
Run a full period. See where Finn saves time and where it needs you.
Expand: next 20–30 clients
Add a natural group. A VAT quarter, or a month-end batch.
Scale: the rest of the book
Roll the remainder at your own pace. One batch or four, your call.
VAT, BAS, and company bookkeeping
Finn handles the weekly UK and Irish VAT cycle, prepares Australian BAS quarterly, and supports company bookkeeping in 26 countries. MTD income tax (ITSA) is not yet live.
Finn prepares the returns. You review and file them. Finn does not file, sign, or submit anything to HMRC, the ATO, or any other tax authority on your behalf. The judgement and the signature stay yours.
See how practices use AccountsOS
The Monday named list, the pilot, and the rollout. How a practice desk works across a whole client book, with Finn as the colleague that never stops reconciling.