Let’s face it – bookkeeping can be stressful!
It’s a vital part of running any business, but it’s often time-consuming, repetitive, and full of potential for error. If you’ve ever spent hours chasing receipts, sorting expenses, or dreading tax deadlines and penalties for errors which seem ever increasing-you’re not alone.
At CLCK Ltd, we believe there is better way!
With a little time and guidance with your bookkeeper, you can make friends with A.I & embrace automation app, creating your personalised App stack, giving you back precious time value for your business, family and friends, and hobbies. Best yet, you can log in from the beach in Turkey – if you really want to (just don’t try and claim your family holiday as an expense 😉) we’ll know!
What Is Bookkeeping Automation?
Automation means using smart digital software apps on your Mobile, Laptop, iPad, Desktop PC to handle repetitive tasks like:
- Bank reconciliation
- Invoice processing
- Categorising expenses
- Calculating VAT
- Sending payment reminders
- Storing receipts and PDF invoices.
Instead of manually entering data, automation does some or all the work for you. With the right set up, you could have purchase receipts going from a clear photo on your mobile app on the go to processed and ready to match off in the bank reconciliation in minutes with an attached receipt. This then updates the P&L, VAT if any, can guide you with cashflow and bank balances.
What AI can do for you.
AI takes it a step further. With the right workflow set up, It can:
- Detect unusual transactions – A.I processed receipts or non invoices.
- Detect duplicate Purchase / Sales invoices
- Categorise expenses intelligently
- Forecast cash flow
- Help spot financial risks before they escalate
Where automation does, AI thinks—and that makes your data more powerful and more useful.
Different AI Tools for Different Needs
AI is by no means a one-size-fits-all solution. There are now many tools and App stacks available, each designed to support a specific aspect of your business operations. Here are a few examples:
Microsoft Copilot
- Integrated with tools like Outlook and Word.
- Can write draft emails, reports, and meeting notes based on your prompts or documents.
- Ideal for summarising meetings, saving time on admin.
ChatGPT
- Excellent for content ideas, marketing copy, FAQs, or even customer service scripts.
- Can help brainstorm, refine, or rewrite business messages before you hit “send.”
Dext, Hubdoc, Apron, Datamolino, AutoEntry etc…
- Download your chosen Data extraction app to your mobile.
- Take a CLEAR picture of your petrol receipt in full, enter the basic info, press send, drive off the forecourt. Voila.
- Set up a forwarding rule on your email PDF invoices from suppliers, directly to the app as appropriate.
- Automate receipt capture and data extraction to do as you want from the tools given, press approve for more control or ask the app to sync automatically direct to your accounting app.
- Integrate with your accounting software to keep your records up to date effortlessly.
Xero, QuickBooks, FreeAgent
- These core platforms use AI and rules to guess or categorise transactions, suggest reconciliations, and flag anomalies.
- They’re the “brains” behind day-to-day bookkeeping automation.
- Each tool has its purpose—together, if kept up to date, they can create a streamlined, modern financial system that leaves you free time to make better business decisions.
Benefits for Your Business
- When automation and AI are used wisely and kept up to date, they bring powerful advantages:
✅ Less Admin
- Say goodbye to hours of manual entry and paperwork.
✅ Better Accuracy
- Fewer mistakes. Fewer missed claims. Fewer headaches.
✅ Real-Time Data
- You’ll always know exactly where your business stands.
✅ Less Stress
- With systems doing the heavy lifting, you can focus on what matters—growing your business.
Will AI Replace Bookkeepers?
No—and nope!
- While software can speed up tasks, it can’t:
- Understand your business context
- Give bespoke advisory.
- Build trust or rapport
- Interpret complex situations
- Help complete year-ends, sense check, save you money and advise on HMRC tax compliance.
At CLCK Ltd, we believe in combining automation with human expertise to be able to give advisory and help make time saving choices.
Don’t be afraid of implanting A.I and automation, A.I will improve quickly and will be your best tool of the future, so don’t get left behind… contact us for a chat on how we can your business become more automated.