Connect the information
Accounting records synced from Xero sit alongside close tasks and their current status. The workflow brings the data and the work into the same process.
Finance workflow automation / UK businesses
Finance workflow automation.
Built around your team.
Clerq builds finance workflows around your existing tools and team. Connect the data, tasks and review steps that keep recurring work moving.
Free initial conversation. Scope and final price agreed before paid work starts.
A workflow we have built
Bring the month-end routine
into one working process.
A close brings together accounting records, outstanding tasks and review decisions. We built a workflow connecting accounting-data sync, close-task tracking and generated close summaries.
Keep outstanding work visible
Tasks can be pending, in progress, blocked or complete. Completing a task records the responsible user and time.
Prepare the close summary
Generated exports bring together period progress and task completion for review. Accounting judgements remain with the finance team.
This describes the build's functionality. It is not a customer case study or a claim of measured time savings. Your workflow and connected systems would be scoped separately.
When the team is stretched
Before the next hire,
review the work.
Look at what is filling the team's day: copying information, chasing updates or assembling the same report again.
Clerq helps identify what AI and automation can handle, what needs a person, and builds the workflow around both. The aim is a better process with clear ownership and review.
Scope and pricing
Start with a conversation.
Choose the right next step.
Tell us about one recurring process. The initial conversation is free; we discuss whether an assessment or a scoped build fits the work.
Build one workflow
£2,500 to £4,000
For a defined process you want to implement.
- Agreed workflow and connected systems
- Checks for the exceptions that matter
- Documentation and handover
We agree deliverables, systems, responsibilities and the final price in writing before work starts. Bespoke app development and ongoing management need their own scope. Any required software subscriptions and support responsibilities are identified before you commission the work.
Discuss a build →Assess the opportunity
£799
For a process where you need to establish what is worth changing.
- A 45-minute working session
- A written report with three to seven practical moves
- Recommendations grounded in your workflow
This is a separate paid service. We discuss which route suits the scope before you commission any work.
See a sample delivery plan →Discuss your workflowWhat keeps coming back
What keeps coming back
onto your team's desk?
Tell us how the process works today, where it gets stuck and what a useful result would look like. We will reply to discuss fit and the next step. The first conversation is free.
Prefer email? Write to stephen@aiclerq.com.