Accountancy
UpBasis: a practice run by fewer people
Built for a practice of three people serving 700 clients, so the work can be run by one.
Before
- 700 clients, 700 different spreadsheets, typed in by hand
- Figures re-keyed into accounts and tax returns
- Records chased by email and phone, one client at a time
- Errors found late, at review
With UpBasis
- Any spreadsheet layout imported, every figure traced to its cell
- Accounts, corporation tax, VAT and self assessment prepared by tested rules
- Reminders drafted on a cadence tied to each deadline
- A qualified person approves; the client signs online
Where it stands: live at upbasis.wajd.co.uk. No filed figure comes from a language model, and any change after approval sends the job back for review.