Case 001
A dashboard that gets the books ready
A dashboard that turns meetings into minutes and emails into tasks, and rolls out changes across the accounting software in one go.
- Number
- 001
- Client
- An accountancy firm (anonymous)
- Year
- 2026
- Focus
- apps, integrations, AI
- What we did
- Analysis, Apps, Integrations, AI and MCP, Hosting, Ongoing maintenance
The brief
Every day, an accountancy firm works in several software packages at once, such as Exact and AFAS. Changes were made by hand, client by client. The VAT return took a lot of preparation every quarter, and things agreed in meetings and emails got lost somewhere between the calendar and the to-do list.
What we built
A dashboard that ties together the accounting packages, the till system, Outlook and SharePoint. Meetings automatically become minutes with action items, and emails and action items turn up as tasks in a dedicated planner. Through integrations with the accounting packages, the team updates records in bulk instead of client by client. The VAT return is prepared automatically, so staff only need to check it. Each day’s till takings are posted to the accounts, and monthly reports go out to clients as PDF and Excel files. We also built a custom app for the team, plus two MCP integrations that let AI assistants such as Claude work securely with the firm’s own systems.
The result
The team checks and decides; the software does the groundwork. All told, that saves dozens of hours a month. The dashboard is in daily use. A second app is in the works, with more automated bookkeeping entries and new integrations to follow.
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