More capacity for the work.
Give your team time back. Hand over a backlog, recurring finance work or part of a role you were planning to hire for.
For finance and accounting teams
Hand over the manual work.
Keep the knowledge
in your business.
Northcote is an AI worker that carries out recurring finance work in the software your team already uses. It reads the screen, clicks and types, following the process you teach it.
Tell us about the work by email.
A month-end example
Three companies. Different systems.
One reporting pack.
Watch Northcote collect the figures, investigate an unusual cost and build the group reporting workbook, using the applications your team already knows.
Prepare the group reporting pack.
Collect three companies' figures, apply the agreed mappings and group reporting rules, and investigate a £30,000 variance. Prepare the reporting workbook with supporting records and one explanation for review.
The resultA completed group reporting workbook with supporting records.One variance explanation for your team to review.
Keep your existing software.
Northcote reads the screen, moves the mouse and types across your applications. Your software does not need an API for it to work this way.
Knowledge that stays.
Keep the process in the business. Instructions, examples and approved improvements stay with the work as people and responsibilities change.
Built around your process
Your process. Your software.
AI that does the work.
Northcote operates directly on screen, including in older software without an API. It learns your menus, instructions and awkward steps. Its harness brings that knowledge together with access and controls, so the work can be carried out again.
Month-end reportingAlder Group
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NorthcoteMonth-end reporting
Scroll to follow each step
01 Collect the company figures
Gather the approved reports and source records for the group.
-
Decision
Are all inputs complete?
Yes Record sources and continue.
No Identify and request the missing input.
02 Map the account codes
Apply the approved reporting categories for this pack.
-
Decision
Is the mapping known?
Yes Use approved mapping: 7250 Professional fees.
No Request a decision and retain the approved answer for this pack.
03 Apply the agreed reporting rules
Use the agreed currency, eliminations and adjustments.
-
Decision
Is there a significant movement?
No Assemble the report checks.
Yes Retrieve evidence, draft an explanation and flag finance decisions.
04 Bring the review notes together
Keep source records, checks and decision notes with the work.
Ready for finance review
One reporting workbook with supporting evidence and explanation. No journal posted; approved decisions retained.
The conversation and the workflow stay together. Your team can see the steps, the decisions and what happens when something needs attention.
Getting started
Show Northcote how it is done.
Build a process you can hand over.
Start with one responsibility. We help establish the process, confirm the software is suitable and agree the work before it begins.
- 01
Describe the responsibility.
Tell us what needs doing, where it happens and what the finished result should be.
- 02
Show how it is done.
Share the screens and talk through a real example. Explain the awkward parts of your software and what to do when the usual process does not fit. Northcote asks questions to fill in the gaps.
- 03
Agree what it can do. Then hand it over.
Agree the work, permissions and fixed fee. Define what the result should include and which exceptions need you. Approved changes to the process are kept for next time.
Keep the knowledge in your business
Every job teaches you more about your business.
Each run can add to your instructions, examples and approved decisions. Over time, more of the way your team works is recorded, understood and available for the next person or the next run.
The first run
Record the way you work.
Which reports to open, which period to select and what the reporting pack should contain. Your team's instructions become a process it can hand over.
Knowledge retainedYour reporting methodAn exception arises
Keep the answer, too.
A new account needs a decision. For this reporting pack, your team confirms that account 7250 belongs under Professional fees. The approved mapping joins the process.
Knowledge added7250 → Professional feesThe next run
Build on what you have taught.
The approved mapping is there for next time, alongside the instructions and examples. Your team can review and update the method as the work changes.
Knowledge reusedA more complete process
The work gets done. The method stays with your business.
Keep the method, not just the file.
Instructions, examples and approved corrections stay with the job. The next person does not have to start again or rely on someone remembering how it was done.
Understand how the jobs fit together.
Record what each job needs and who uses its output. Over time, the work your team documents becomes a clearer picture of its processes, exceptions and handovers.
Your process. Your controls.
Routine work can move forward.
Important decisions stay with you.
You decide what Northcote may read and change, what a correct result looks like and when it should ask for help. The aim is to hand over the routine work without approving every click.
You set the boundaries
Set the boundaries for each responsibility, including what it can change and when it must stop.
You can follow the work
Keep source records, working instructions and checks alongside the output, so a reviewer can follow the work.
You handle the exceptions
Teach the normal process once. Define which unusual cases need your attention, rather than approving every click.
In this example, Northcote prepares the group reporting pack using your agreed rules. New accounting decisions and journal approvals stay with your finance team.
Built with finance experience
An accountant's understanding
of the work behind the numbers.
Northcote is built by an experienced, Big Four trained ACA accountant. The starting point is familiar: capable people spending too much time moving information between systems, tracing differences and assembling records.
Just ask Northcote
What would you like
to hand over?
Tell us about the responsibility, the software and what a good result looks like. We will discuss the fit, agree the work and quote a fixed fee.
Tell us about the workEmail us to start the conversation.