AI-Enabled Accounting With Expert Oversight
Intelligent automation meets Chartered Accountant expertise - accurate financial records, compliance assured, at half the cost.
Documenex FinanceOps
core capabilities
FinanceOps is not a software product. It's a fully managed accounting service where AI handles the volume work - data entry, reconciliation, categorisation - while a qualified CA reviews and signs off every output. You get the accuracy of a senior accountant with the speed and economics of automation.
AI-Driven Bookkeeping
Automated transaction ingestion, categorisation, and bank reconciliation. Handles high volumes without errors.
Chartered Accountant Review
Every output is reviewed and signed off by a qualified CA before delivery. No AI hallucinations reach your books.
Compliance & Reporting
Prepared to your jurisdiction's accounting standards with management reports delivered on your schedule.
Scalable Pricing
Priced per transaction volume, not headcount. Scales up or down with your business without rehiring.
How FinanceOps Works
A fully managed service - not software. You get a dedicated team, not a dashboard.
Connect your accounts, share access to your banking and existing books, and we set up your environment.
- Bank feed connection
- Chart of accounts setup
- Opening balance import
Every transaction is automatically ingested, categorised, and reconciled against your bank feeds daily.
- Daily transaction processing
- Automated reconciliation
- Exception flagging
A Chartered Accountant reviews every output, resolves exceptions, and delivers your management pack on schedule.
- Line-by-line review
- Compliance verification
- Management report delivery
What FinanceOps Covers
A complete accounting function - not just bookkeeping.
Bookkeeping
Daily transaction recording and categorisation
Bank Reconciliation
Automated daily matching against statements
Accounts Payable
Invoice processing and payment scheduling
Accounts Receivable
Invoice tracking and collections support
Management Reports
Monthly P&L, balance sheet, cash flow
Compliance Filings
Prepared and ready for your accountant
Payroll Processing
End-to-end payroll with compliance
Tax Preparation
Year-end accounts and tax return support
Security & Compliance Built In
Your financial data is sensitive. FinanceOps is built with the controls you'd expect from an enterprise accounting firm.
Encrypted Data Handling
All financial data is encrypted in transit and at rest using AES-256 encryption.
Full Audit Trail
Every transaction, change, and CA review action is logged with timestamps for complete traceability.
CA Certification
All review work is performed by qualified Chartered Accountants with professional indemnity insurance.
Read-only Access Option
We can operate entirely on read-only bank feed access - your accounts are never at risk.
Measurable outcomes
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50% cost reduction vs. traditional accounting outsourcing
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Monthly close completed 40% faster
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Zero compliance exceptions in delivered reports
Ideal for
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1SMEs and scale-ups
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2Founders without a finance team
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3CFOs seeking cost efficiency
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4Businesses with high transaction volumes
Ready to modernise your accounting?
Start with a free discovery call. We'll review your current setup and show you exactly what FinanceOps would cost and deliver.