Trusted by UK management consultancies

Wrong category. Wrong client bill. Never again.

Every expense, invoice, and supplier email gets read, categorised against the right project and cost centre, and queued for approval — automatically. Clean books, accurate client billing, and no more year-end surprises.

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finance@youragency.com

Premier Inn — Edinburgh£284.00Travel & Accommodation

Expert Witness — Dr. R.Hughes£2,100.00Professional Services

Slack Pro — Annual£960.00Software

3 of 54 invoices processed this month

£320+average cost of a client billing error caused by miscategorisation

4–5 hrslost every month to manual expense and invoice categorisation

3 in 5consultancies that discovered categorisation errors at year-end audit

One wrong category. One wrong client invoice. One very uncomfortable conversation.

In a consultancy, every expense matters twice. First because it affects your own P&L. Second because it affects what you bill your client. A travel receipt that hits the wrong project doesn't just break your accounts — it breaks your client's trust.

Someone has to open every invoice and expense that arrives, decide which project it belongs to, assign the right cost centre, and make sure it maps to the right category before it goes anywhere near a client bill. At month-end, when you're trying to close the books and get invoices out, this is the job that makes everything else wait.

And when the accountant finds the errors at year-end — and they always find them — you spend the next three days untangling which expenses hit which project and whether any client invoices need to be reissued.

Month-end inbox

147 finance emails

218 PDF invoices

39 categories to guess

Why old fixes fail

1Forwarded inbox

2Generic receipt app

3Broken automation

You've tried to bring order to this. It keeps slipping.

Maybe you gave it to a junior consultant. They did their best, but they didn't know the project taxonomy well enough, and the categories were inconsistent across months. Your accountant spent hours cleaning it up.

Maybe you used a shared spreadsheet where everyone logged their own expenses. It was never up to date, the categories were never consistent, and reconciling it at month-end took longer than just doing it yourself.

Maybe you asked your PA to handle it. They handled the obvious ones but anything ambiguous — a meal that might be client entertainment or might be an internal meeting — sat in a pile until you reviewed it anyway.

Maybe you just accepted that finance admin is part of the job at this stage. You tell yourself you'll fix the process when the team is bigger. The team got bigger. The problem got bigger with it.

We had a situation where three months of travel expenses had been logged to the wrong client project. We'd already invoiced the client. The conversation to correct it cost us more in goodwill than the invoices were worth.

The problem isn't your team. It's that no one had a system that made the right categorisation the easiest choice.

Built for the person who can't afford an inaccurate client bill.

If you're the CFO, finance director, or the partner who also handles the books at a 15–60 person consultancy — you understand the stakes. A miscategorised invoice isn't just an accounting error. It's a client relationship risk.

You need every expense to hit the right project, the right cost centre, and the right category — every time, without having to chase people or manually review every line item at month-end.

This was built for that standard. Not for a bookkeeper doing basic categorisation. For a finance function that needs accuracy, auditability, and project-level visibility without spending four hours a month achieving it.

Built for operators

1Office manager

2Ops lead

3Founder doing finance

This isn't for everyone.

Not for you if...

You have a dedicated AP team and a project accounting system — you have this covered
You process fewer than 50 financial emails a month — the time saving isn't there yet
You're on a full ERP with built-in project cost allocation — you don't need this layer

Yes if...

You handle 50–300 invoices and expense claims monthly across multiple client projects
You use Xero or QuickBooks and need clean project-level cost data
A miscategorised expense has already caused a client billing problem at least once
Month-end close is delayed because someone is still reconciling expenses

Best fit

150–400 emails/month

2Xero or QuickBooks

3No finance team

Every invoice to the right project. Automatically.

Connect your finance inbox

Gmail or Outlook. One click, 60 seconds. We start monitoring incoming invoices, expense receipts, and supplier emails immediately.

Configure your projects and cost centres

Upload your chart of accounts or use our consultancy template — Travel & Accommodation, Client Entertainment, Professional Services, Software, and 10 more. Add your active project codes so expenses can be allocated correctly.

Every invoice gets categorised and project-allocated

The moment an invoice or expense arrives, we extract the vendor, amount, date, and VAT — then assign the right category and flag the most likely project. Confident allocations go straight to approval. Ambiguous ones land in a short review queue with a suggested allocation.

You review the edge cases in minutes, not hours

Your weekly queue is typically 5–10 items — the genuinely ambiguous ones that warrant your judgment. Approve, reassign, done. Export clean project-level data to Xero in one click.

Your books stay clean all month, not just at month-end

Because categorisation happens in real time, your project P&L is accurate throughout the month — not just after a painful reconciliation on the last Friday. Client invoices go out with confidence.

Invoice pipeline

1Inbox connected

2Fields extracted

3Ready to export

Monday morning

18 items to review

243 already sorted

3CSV ready

Month-end close in an afternoon. Client bills you can stand behind.

It's the last Thursday of the month. You open Xero. Every invoice and expense from the past four weeks is already categorised, already allocated to the right project, already reconciled. There are nine items in the review queue — the ambiguous ones. You're through them in eleven minutes.

The client invoices go out that afternoon. You know exactly what's in them because you've been watching the costs accumulate in real time all month. There are no surprises, no last-minute corrections, no uncomfortable calls.

Your accountant gets clean, consistent, project-level data. The year-end audit takes a fraction of the time it used to. And the junior consultant who used to spend half a day logging expenses now spends that time on billable work.

“We used to close the books on the last day of the month after a full day of reconciliation. Now it takes two hours. The project allocation accuracy alone has saved us two client billing conversations this year.”

Priya N., Finance Director, 42-person strategy consultancy, London

Simple pricing. No surprises.

Starter

£249/month

VAT included

Up to 200 financial emails/month
Gmail + Outlook inbox connect
AI categorisation + review queue
Vendor memory
Custom expense categories
CSV export to Xero/QuickBooks
Weekly digest email
Email support, 48h response

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Things people ask before they sign up.

Accurate books. Accurate client bills. Every month.

Connect your Gmail or Outlook. Configure your projects and expense categories (or use our consultancy template). Watch your last month of invoices get categorised and allocated in real time. No card required. 14-day free trial. Cancel in one click.

→ Start free trialThe setup takes eight minutes. The client billing errors it prevents are priceless.