We build digital employees that get real world work done, by combining problem solving theory with the latest in technology
(because A.I. alone is pretty dumb).
Security | Scaleablity | Accessibility
Over 40 companies use Carl The Clerk to manage their bookkeeping
The first instance of our Work 2.0 plaform. A digital employee, built for bookkeeping by following your company's procedures. Carl gets you from Bank Statements all the way to a Balanced Trial Balance
Carl's job description is to process accounts payable, gather bank statements, bills, credit notes, supplier statements and then reconcile it. Carl is designed to work with you as a colleague, and so will ask for information where needed or unsure.
No more manually retyping data, and please stop spending time trying to reformat online "PDF to CSV converters" to match up with the format you need.
Take withered receipts, bank statements, bills, timesheets or any other doc, and convert it to a CSV with your own custom fields and just the data you need.
Still using bank rules? Or reviewing the allocation of contacts, accounts and tax rates? Would tax season be less stressful if everything is allocated in the right place from the start?
Carl learns from historical client-specific transactions to identify patterns based on amounts, dates, reference formats, companies, all used to understand where a transaction has to go.
Manually adding and reviewing line items or using a calculator to determine how to handle partially taxed items?
Images of receipts, line items with fractional tax rates, zero rated items, let Carl handle that!
Looking through hundreds of transactions for that payment with a typo in? Maybe the payment was made two months ago, or worse, maybe there were three seperate payments!
Carl can robustly review all transactions and out of context determine which payments should go to which bills, even if there are three seperate ones, overpayments or underpayments!
Who do you call when the bank and system balances don't line up? :)
Carl, will go through the original bank statement and the system's transactions and find the exact transactions that are causing issues. Catching duplicates, typos, rounding errors and missing transactions in minutes.
Scene: Supplier statement says one thing, and your system says something else.
You: "But why!", you exclaim knowing you're missing out on lunch today, again.
Carl takes a supplier statement and will cross reference the credit notes, payments and bills for you, looking into what the reason for the differences are. Simple.
To create digital entities that can do real work, they need to be able to understand the context of your company, they need to be able to communicate and learn from you.
Work 2.0 is the foundational platform allowing Digital Employees like Carl the Clerk to become part of your team, not just another tool.
Link Carl up to Xero or Sage to allow direct updates to your accounting platform. Or use Carl as a standalone system to keep track of, and reconcile, transactions, payments, bills, statements and suppliers.
Carl doesn't memorise hard rules, but rather identifies patterns like which suppliers are linked to which bills and which transactions usually go to which accounts and tax rates. Carl will also ask you to confirm when unsure, getting better and better the more you use it.
Start using Carl for your bookkeeping
Our work 2.0 platform allows Carl to request information according to your SOP. So Carl can request info, verify and process it from your team members or even clients!
Carl does not simply run everything without oversight, but relies on feedback and asks for confirmation when performing tasks, providing the right balance between automation and control.
Carl the Clerk's monthly pricing is a very simple monthly rate, as it should be
$ 3.12
per hour
$ 499
per month
Unlimited clients
Unlimited Work 2.0 users
8 Hours per day
5 Days per month
One task at a time
Everything from Basic
+Available all weekdays
Everything from Regular
+Two tasks at a time
Add another "Regular" Carl the Clerk to your team
Want to adopt Work 2.0, or maybe just curious about whether AI can assist your business? Book a meeting with us or just send us an email, ai and automation is our passion and we would love to hear from you!
Accounting firms doing bookkeeping, companies that do their own Accounts Payable or accountants that need help with recons and processing files into their accounting system.
Security and data privacy is of utmost importance. Therefore we implement the same security and privacy standards used by banks. You have full control over the data being processed and the removal of it at any time. You can read more about it in our privacy policy, terms of use and data processing agreement.
So far the U.K., South Africa and Australia. We are busy gearing Carl up to work in South East Asia, Germany and America next.
Carl allocates line items and transactions to tax rates. We are also teaching Carl to perform VAT recons and compile VAT reports.
Yes! We have a one month money-back guarantee.
Carl follows an SOP that we can taylor just for your company. In this SOP that we setup together, you can specify where bills need to be stored, and what actions Carl should take if they are not "standard" bookkeeping actions.
1 - Accounts Payable & Receivable
Accurately extract bank transactions and invoices from any format, reliably allocate it, and learn from previous allocations and user feedback.
2 - Bank & Ledger recons
Perform a bank recon, AP and AR recon, and VAT recon from the same documents and info a person uses.
3 - Asset management
Evaluate contracts, identify relevant asset depreciation models to use, and then perform asset depreciation on a regular basis.
4 - Auditing++
Perform audits across various industries by managing incomplete data, setting success metrics, understanding relationships in the data, identifying discrepancies and cross referencing the findings.
5 - Full cooporation
Be trusted to communicate accross departments and clients to retrieve relevant data, evaluate it and process it accordingly
6 - Rapid Onboarding
A platform that can be trained to perform any digital work at your company, across multiple platforms and mediums (files, meetings, external systems etc.), through interactive training and feedback.
Benefit for All
Work with employees, to identify their passions and acquire the skills they need to achieve them, while making use of Work 2.0 platform to not waste time on menial or inhibiting work.
