Trust what’s been reviewed
Introducing
Operator
Operator is the AI reviewer for accounting firms, quietly checking every bookkeeping transaction, flagging what matters and publishing the rest.
Operator doesn’t replace your team. It supercharges their workflow, meaning they get to focus on what really matters, only see what’s worth their time.
Your team isn't slow.
They’re just stuck reviewing everything.
Every transaction. Every invoice. Every time. That’s not how experts should be spending their day. Operator handles the first pass, reliably, repeatably, so your team can focus where human judgement still matters.
“Operator gave us back 76 hours a month, per bookkeeper.”
— Alex G,
What Operator handles
Receiving Documents
Document Review
Bank Reconciliation
Chasers & Queries
Self-Learning Loop
Fast Turnaround
Operator begins work immediately after extraction, generating four reconciliations for the ledger every two minutes.
Consistent Accuracy
Operator considers past and present transactions, to answer critical questions that help your clients make important decisions everyday.
Learning Opportunities
The operator logs all transaction changes with detailed evidence, providing new insights. Juniors learn and verify info faster without waiting for seniors.
Operator doesn't just review.
It watches how your team works — then adapts.
Every time your bookkeeper recodes a transaction, adjusts VAT, or flags something for follow-up, Operator takes note. And over time, those corrections shape how it makes decisions for each client.
Examples of what Operator learns
• It learns which suppliers go to which categories
• It adapts to how you treat edge cases
• It picks up the habits of your most experienced team members
So what starts as a smart reviewer becomes something better: A reflection of your firm’s way of doing things.
No configuration screens. No retraining. Just quiet improvement — job by job.
Built for your team, not instead of them
Built for your team, not instead of them
Operator reviews your bookkeeping in the background — every day. And every correction your team makes?
That’s a training moment — so tomorrow, fewer transactions need human input.
Take on more clients, without burning out the people who keep your firm running.
Bookkeepers
Reviewers
Partners
Grow the firm — without growing the review backlog.
Technical Confidence
Clear logic. Clean records. Quiet confidence.
Operator keeps a full audit trail of every match, flag, correction and publish. It works seamlessly with Jack — and only Jack.
Daily reviews and publishing
Reconciliation and document matching
Document matching
Full audit logs and change history
Smart document ingestion (email, WhatsApp, portal)
Built-in chaser system with message tracking
Explore Operator's Capabilities
Integrate diverse data sources to enrich your agent's knowledge and capabilities.
1
10 Hours Work, Done in 4
Real-time insights and recommendations through AI-powered reasoning that reviews extractions with advanced intelligence, for enhanced accuracy.
2
Revenue Growth
Scale your practice efficiently with AI-powered automation, enabling sustainable growth and increased revenue per client.
3
Automation and Workflows
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4
Cost saving. Expand services.
Reduce operational overhead with AI efficiency while enabling your team to deliver enhanced advisory services and expanded offerings to clients.
5
Integrations
Integrate with your current techstack to include diverse data sources that enrich your agent's knowledge and capabilities.
6
AI Agents
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Choose your Operator Solution
Process up to 25,000 transactions monthly across our platform.
Global Operator
- Shared intelligence model
- Anonymised learning
- Great for simple accounts
Private Operator
- Private model intelligence
- Learns your workflow
- Maximum security
- Leverage shared knowledge model
- Private account manager
Training Add-on
- 12-week training program
- Industry-leading AI verification included
- Team and community support