AI bookkeeping
Bank statements to journal entries. In minutes.
Accounting Workbench uses AI to extract, categorise, and review transactions from PDFs, Excel files, and invoices - then exports clean double-entry journals ready for import. Built for UK and international accounting practices.
Tenant-isolated by design · GDPR compliant · Row-level security enforced
$ aw upload Q4-bank-stmt.csv
> Detected: CSV · 142 rows · GBP
> Column map: date=A, description=B, amount=C
> File stored securely (AES-256)
> Ready for AI categorisation
01 / The problem
The manual way is expensive and half-asleep.
Every step between document and journal entry is a place where time is lost and errors compound. Accounting Workbench removes all of them.
Copying bank statement lines into spreadsheets. Row by row.
Guessing nominal codes for supplier invoices without context.
Re-keying data into your accounting platform you already typed elsewhere.
Chasing missing transactions at month-end.
Manual VAT code assignment for every line.
Approval bottlenecks waiting for a senior reviewer.
02 / The workflow
From document to journal in four steps.
Upload once. The pipeline handles extraction, categorisation, review routing, and export - without manual re-keying at any stage.
Upload
Drop in a PDF bank statement, Excel file, or scanned invoice. We handle Barclays, HSBC, Lloyds, NatWest, Amex and most UK formats.
PDF · CSV · Excel · scanned invoices
AI categorises
Our pipeline matches each transaction to your Chart of Accounts using AI. Confidence scores route high-certainty entries to auto-approve and flag edge cases for your review.
Auto-approved - 91% confidence
Review
Your accountant sees a clean review queue. Approve, override, or reject - with the AI suggestion always visible alongside.
Export
Download a journal-ready CSV. Import directly into Xero, QuickBooks, Sage, or Dynamics BC. Done.
03 / Trust & compliance
Built for UK and international practices.
Each client is a fully isolated tenant. Row-level security ensures no organisation can access another's data - enforced at the database layer.
04 / Pricing
Simple credit-based pricing
Pay for what you process. No seats. No surprises.
Starter
Solo practitioners & small firms
- ✓ Up to 3 entities
- ✓ AI categorisation
- ✓ CSV journal export
- ✓ Email support
Growth
Growing accounting practices
- ✓ Unlimited entities
- ✓ Bulk approve
- ✓ Team members
- ✓ Priority support
- ✓ Custom CoA templates
Pro
Larger practices & financial services
- ✓ Everything in Growth
- ✓ API access
- ✓ Audit log export
- ✓ SLA guarantee
- ✓ Dedicated support
Volume licensing available for accounting practices and financial services firms - contact will@accountingworkbench.com
05 / Frequently asked
Questions worth answering.
If yours is not here, a short call with the team is the fastest path to a straight answer.
Request access →