Wharfedale AIBook a 30-minute call
Wharfedale AI
Book a 30-minute call
0113 462 2786hello@wharfedale.ai

Where we do our best work.

We start with accountancy and finance, because that is where our work goes deepest. We also help other firms with the same habits: real paperwork, real checks and a person who signs off.

Book a 30-minute call

Accountancy and finance

Accountancy and bookkeeping practices, payroll bureaux, IFAs and small wealth firms. Client documents, onboarding checks, payroll and reconciliations.

AI agents for accountancy and finance
How one of our agents handles a job
  1. Comes inA document, a client question or a supplier feed arrives.
  2. SortedThe agent works out what kind of job it is and sends it down a fixed, tested route.
  3. PreparedIt drafts the work from your own records and approved sources, and notes where every figure came from.
  4. CheckedCode checks the figures and the rules. Anything odd is held for a person, never guessed.
  5. Signed offSomeone on your team approves, edits or rejects it.
  6. LoggedWhat came in, what the agent did and who approved it are all recorded.

The model does the reading and the drafting. Fixed code does the routing and the sums. A person makes the decision.

Browse every sector we cover

Who we are not right for

Saying this early saves everyone time.

  • Banks, payment and trading firms that need formal model risk review, or certificates such as SOC 2 or ISO 27001, from day one.
  • Anything that gives buy, sell or hold advice, or makes credit or onboarding decisions without a person.
  • Jobs your existing software already does well. If your accounting package has a feature for it, we will tell you.

Not sure where your firm fits?

Describe the work in a 30-minute call and we will tell you plainly whether we can help.

Book a 30-minute call