What you bring
- The recurring process and its owner
- The tools, source files and current output
- Agreed sample material, provided through an agreed route
- The reviewer and their sign-off requirements
Finance workflow automation / UK businesses
Finance workflow automation.
Built around your team.
Connect accounting data, close tasks and reporting so your team can review the work with less manual assembly.
Clerq scopes and builds one recurring process around your tools. This is a tailored service, rather than a software subscription. Accounting decisions stay with your team.
The first conversation is free. Paid work is agreed separately.
Inspect the work
Month-end.
From source to review.
Clerq has built a workflow connecting Xero records, close tasks and generated progress summaries.
The build records task states and who completed each task, with a completion time. It is a connected operational system; it does not replace accounting judgement.
Synthetic walkthrough / illustrative only
The close pack is ready. Is it ready to review?
This fictional September close shows checks to agree when scoping a workflow. It is not a live screen, a completed test run or a claim that every check below exists in the build.
1. Bring the inputs together
An accounting export, a close checklist and links to supporting evidence arrive for the September close.
2. Make the exception visible
The export identifies August. A task marked complete has no evidence link. The draft summary carries both items as unresolved.
3. Give the reviewer a decision
The reviewer replaces the export, returns the unsupported task to its owner and reruns the checks before signing off.
On a small screen, scroll the table sideways to read all four columns.
| Input | Agreed check | Exception shown | Reviewer action |
|---|---|---|---|
| Accounting export | Source period matches the close period | August source for a September close | Replace the source; rerun the check |
| Completed close task | Required evidence link is present | Evidence missing | Return to the task owner |
| Draft close summary | Unresolved items remain visible | Review pending | Resolve or record a decision before sign-off |
A passed check establishes only its agreed condition. A period match or an evidence link does not establish that the accounts are correct.
The built functionality above is not a customer case study or a claim of measured time savings. Your inputs, checks and connected systems would be scoped separately.
Agree the scope
One process.
A clear finish line.
What the build delivers
- The agreed workflow and connected systems
- Outputs and exception checks defined in the scope
- A clear point for human review
- Documentation and handover
What needs a separate scope
Bespoke applications, wider process redesign and ongoing management. Required software subscriptions, access permissions and support responsibilities are identified before commissioning.
Your team remains responsible for accounting policy, judgements and approval.
How we agree it is ready
Define the expected result before building. Agree a normal case, missing or wrong-period input, an unavailable connection and a rerun. Check the output against the agreed source, confirm exceptions reach the right person and have the reviewer accept the handover.
These are acceptance checks to scope with your team, not evidence of tests already passed.
Scope and pricing
Two ways
to get started.
A free introductory call helps establish which route fits.
Build one workflow
From £995
Simple workflow £995; connected workflow £1,500-£3,000; bespoke work quoted individually. Includes 30 days of fixes against the accepted specification; new requests are separate.
- Agreed workflow and connected systems
- Checks for the exceptions that matter
- Documentation and handover
Deliverables, systems, responsibilities and price are agreed in writing before work starts. Bespoke apps and ongoing management need separate scopes. Required software subscriptions and support responsibilities are identified before commissioning.
Arrange a free introductory call →Assess the AI opportunity
£499
Review one finance team across its systems and agreed sample files. Prioritise suitable workflows and decide what should stay with your team.
- A map of your current process
- Bottlenecks and avoidable manual steps
- Where AI, automation and human review fit
- Prioritised suitable workflow opportunities
- Scope, timing, build price and ongoing costs for each opportunity
Includes preparation, a two-hour walkthrough of one finance team and its systems, a comprehensive report and a short follow-up call. Implementation is commissioned separately.
A separate paid service, only agreed if it suits the work.
See a worked assessment example →Before you commission
The practical questions.
Can we keep our existing tools?
The starting point is your current process. We agree which systems can connect, what access is needed and where a file hand-off is more appropriate. The Xero example does not establish support for every finance system.
Where does AI fit?
Fixed rules suit checks such as period matching and required fields. AI may help interpret text or draft commentary where the scope supports it. Your team reviews the output and makes the accounting decisions.
Do we need an assessment first?
No. A defined process can go straight to build scoping. The separate £499 assessment is useful when the process or best intervention needs investigation.
Discuss your workflowWhat keeps coming back
What keeps coming back
onto your team's desk?
Choose a time in Calendly to discuss where the work gets stuck, with no obligation to buy. Any assessment or build is agreed separately.
Prefer email? Write to stephen@aiclerq.com.