From raw accounts to clear reports, automatically.
Turn management accounts, bank statements and ledgers into standard reports, ratios and commentary without rebuilding spreadsheets every month.
- Standard layout
- whatever format the figures arrive in
- Every number
- traceable to its source line
- Draft commentary
- ready for a person to review
Every month someone exports figures, copies them into a spreadsheet, fixes the formats and writes the same commentary again. For accountants and auditors, client figures arrive in a different layout every time.
We automate the whole chain. Figures are read from your accounting system, statements or client files, mapped to a standard layout, checked and turned into reports, ratios and first-draft commentary, with every number traceable to its source.
Automate financial reporting
Management accounts
Bank statement reading
Standard layouts
Ratios and KPIs
Draft commentary
Traceable figures
What we build for you.
- 01
Figures from any source
Accounting systems, trial balances, bank statements and client spreadsheets read automatically.
- 02
Standard mapping
Accounts mapped to your chart of accounts or reporting layout, with new items flagged.
- 03
Checks and reconciliations
Totals, balances and movements checked before any report is produced.
- 04
Ratios and KPIs
Margins, liquidity, debtor days and your own measures calculated consistently.
- 05
Draft commentary
Plain-English commentary on the main movements, for a person to review and edit.
- 06
Works with Haystack Tax
Reports connect with our tax return software for accounting firms.
From first call to live system.
- 01
Discovery call
A free 30-minute call to understand the work, the systems involved and what good looks like for you.
- 02
Map and plan
We map the process as it runs today, agree what to automate first and give you a fixed scope, timeline and price.
- 03
Build and connect
We build the solution around the tools you already use, with checks and human review where they matter.
- 04
Test and train
We test on your own real examples, fix what needs fixing and show your team how it works.
- 05
Go live and improve
We launch, monitor results and keep refining, with support whenever you need it.
Useful across the business.
Finance teams
Close the month and share reports days sooner.
Accounting and audit firms
Standardise client figures without retyping them.
Owners and boards
Get clear, consistent reports with the story behind the numbers.
Security and control
Built to be trusted.
- Your data is never used to train AI models
- Hosting in the EU available, with encryption in transit and at rest
- Access limited by role, with a full audit trail
- People approve anything that matters before it happens
- Designed in line with GDPR and the EU AI Act
Before you ask.
Common packages such as Xero, QuickBooks, Sage and many ERPs, plus exported trial balances, spreadsheets and bank statements.
Yes. That is its main job. Each client's figures are mapped to your standard layout once, and new or unusual accounts are flagged.
The AI drafts it from the figures and your notes, and a person always reviews and edits it before it is shared.
Haystack Tax prepares tax returns for accounting firms. This solution covers management and financial reporting, and the two can share the same mapped figures.
Other solutions
Tell us what is slowing your business down. We will show you what to build, how long it takes and what it costs.
Free 30 minute discovery callReply within 1 business day
