FinanceVendor storyUC-002

Love Your Accountants (LYA)

Accountancy practice

Size
Not stated
Where
UK (Surrey)
Tool
Veryfi Workflows

What the AI did

Picks up invoices and receipts from client Gmail and Outlook inboxes, extracts the data and pushes draft records straight into Xero for the team to review.

The result

Saved more than 20 hours per week across the company. That 20-hour-a-week inbox monitoring load? It's down to 2-3 hours only.

Check before trusting

Ask how many client inboxes it covers and who reviews the drafts before they're posted.

Prompt to try it

Test the job on your own material before buying anything. Replace the highlighted brackets.

I'm a bookkeeper at a [SIZE] practice using [ACCOUNTING SOFTWARE]. Below is the text of a supplier invoice a client emailed us: [PASTE INVOICE TEXT]. Pull out supplier name, invoice number, date, due date, net, VAT, gross and a suggested expense category. Put it in a table. Flag anything missing or odd, such as a VAT number that doesn't look right or a total that doesn't add up.

Source

Veryfi ↗, 2 July 2026 · vendor story

This source was written or published by the supplier of the tool, so treat the claim as a sales story.

More from the archive

FinanceVendor story

Clarity Counts

Chartered accountancy practice

Runs credit control for the practice's own invoices. The AI sends payment reminders at the times clients tend to pay, including evenings and weekends, and moves clients onto Direct Debit.

Result Brought average days paid late down from 40 to 4. Average days invoices are paid late, down from 41 days in October 2025. Clarity Counts migrated 165 Direct Debit mandates to Adfin in one move, with no disruption to clients.

Not stated (four offices)UK