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Built for finance.

Production automation powering 3,000+ finance functions across the UK, Australia, and the US.

Two teams run most finance functions: one doing the work that matters, one making it possible — downloading reports, keying invoices, chasing approvals. Befree eliminates the second. We replace that manual effort with bots, AI, and orchestrated workflows that run around the clock, at scale, with accuracy built for audit.

Explore How

Trusted, Secure, and Globally Recognised

GDPR
Compliant

XERO Platinum
Partner

ISO 27001
Certified

ACCA Approved 
Employer – GOLD

Automate Finance Processes End-to-End
Global Clients
0 +
Records Migrated by One Bot
0 K
Automation Accuracy
0 %
Unattended Bot Operation
24 /7

Domain depth before technology deployment.

Most automation firms learn finance on your time. Befree spent two decades running finance operations before writing a line of automation code. When we deploy a bot, we know what a credit note looks like. When we build an AI agent, we know which finance exception will break it. When we wire a dashboard, we know which numbers your CFO actually trusts at 8 am.

Expert-supervised AI

No black boxes. Every AI deployment has human oversight at the right points — not because we don’t trust the model, but because we know where finance breaks.

Finance-domain trained

General AI tools fail on credit notes, CIS deductions, and VAT edge cases. Our models and pipelines are built on actual finance operations knowledge — from 20 years of delivery across UK practices and businesses.

Works with your stack

Xero, Sage, FreeAgent, Dext, TaxDome, ApprovalMax, QuickBooks, NetSuite — no stack change required. We integrate into what you already run.

From manual to autonomous. We've made the journey.

Befree moves finance functions from Level 0 to Level 4. Find where your team sits – then see what’s next.

Level

  • Manual Finance
  • Connected Finance
  • Automated Finance
  • Intelligent Finance
  • Autonomous Finance

What it looks like

  • Spreadsheets, email, manual entry. Month-end takes two weeks. Errors found in audit.
  • Cloud accounting live. Tools purchased but not integrated. Digital documents, manual review.
  • RPA bots running AP and AR. IDP processing invoices overnight. Humans manage exceptions only.
  • AI drafts client communications. Agents enrich data continuously. Real-time dashboards.
  • Self-monitoring. Exception alerts before humans notice. Predictive cash flow.

How Befree Helps

  • Stack audit + quick-win macros + Finance stack integration
  • IDP for AP. Reconciliation bots. Process orchestration.
  • RPA build-out. Workflow orchestration. Exception framework.
  • Generative AI pipelines. Autonomous agents. Decision intelligence.
  • Bespoke agentic architecture. Continuous optimisation.

Evolution of AI in Befree

Befree’s AI & Automation capabilities are organised into three delivery layers. Choose a layer to explore the services within it.

Stage 1

Replace repetitive, rule-based manual work. Bots, document AI, and orchestrated workflows that run 24 hours a day without human touchpoints.

Advanced macros, UiPath bots, and scripted workflows replacing repetitive manual work

What it covers

From an Excel macro that generates a complete set of UK tax working papers in one click, to a UiPath bot that reconciles 8,000 supplier transactions overnight without a single human touchpoint. If the process has steps that can be written down, it can be automated.

Technology

Al-powered extraction turning invoices, statements, and forms into validated, structured data

What it covers

AI reads the document. Validates extracted data against your business rules. Posts it directly into your accounting platform. Exceptions go to a human — everything else flows through untouched. We process tens of thousands of documents monthly for accountancy practices and their clients across the UK.

Technology

End-to-end workflow design connecting every system, step, and handoff with full audit trails

What it covers

The RPA bots do the keystrokes. The AI agents do the reasoning. Orchestration is what makes them work together as one coherent process — routing every exception, notifying the right person at the right time, and maintaining a complete audit trail from first transaction to final settlement.

Technology

1

Stage 2

Apply AI intelligence to complex, variable work — drafting, classifying, reasoning, and executing multi-step workflows that RPA can’t handle.

LLMs that draft, classify, summarise, and extract — with validation guardrails safe for finance

What it covers

Every Befree GenAI deployment includes: (1) Capable LLM for language work, (2) Deterministic validation — any number goes through rule-based code, not the model, (3) Confidence scoring on every output, (4) Human-in-the-loop for anything touching the ledger, (5) Self-hosted option — Ollama + Gemma 3 27B on your own hardware at zero per-token cost.

Technology

AI that receives a goal, plans the steps, calls tools, and completes work without a human in the loop

What it covers

Agents unlock finance work previously impossible to automate: client data research across dozens of sources, exception investigation requiring reading and reasoning, enrichment workflows running continuously rather than in quarterly batches. Befree is already running production agentic AI — not demos. Live agents replacing six-figure data subscriptions today.

Technology

Real-time Power BI dashboards that replace static monthly reporting

What it covers

Not faster reports — a fundamentally different operating model. Real-time revenue visibility across every business unit. Margin analysis running continuously. Exception alerts surfacing before they appear in next month’s P&L. The dashboards reconcile to the GL because the people building them know what reconciliation means.

Technology

2

Stage 3

Build and connect the finance infrastructure that makes everything else trustworthy — data engineering, stack integration, and bespoke software.

Bulk migrations and pipelines at scale — with validation and rollback that de-risk every cutover.

What it covers

Befree brings two things most consultancies don’t: finance domain knowledge so we know what the data means, and engineering rigour so we know how to validate it. Largest single migration: 915,000 records, 99.9% accuracy, half the cost of manual, completed in 3 weeks.

Technology

Implemented, integrated, tested end to end — and working exactly as promised.

What it covers

Most finance teams have already bought the software. The integrations are broken. Befree implements and connects the modern finance stack — native integrations where they exist, custom connectors where they don’t, end-to-end testing so the data actually flows.

Technology

Bespoke applications and tools built when off-the-shelf forces you to compromise.

What it covers

When the workflow is unique, when the integration doesn’t exist, when the productised tool would require you to change how your finance function works — that’s when custom development earns its place. Built by engineers who understand finance. Not engineers learning finance on your time.

Delivery timelines

Internal tool / macro: 2–4 weeks · Web app v1: 4–6 weeks · Production deployment: 8–12 weeks · Productised tool: 12–16 weeks.

3

Still running on manual?

Let’s map your finance function and show you exactly what can be automated.

See How It Works
Still have more questions? See FAQs

Built for your role,
not just your industry.

Different roles inside a finance function face different problems. See how Befree’s AI & Automation services change what’s possible for yours.

Accountants

Automate the prep work. Reserve your team’s expertise for the work clients actually pay for.

  • Eliminate bank feed, reconciliation, and document-chasing before staff open a file
  • Scale client volume without hiring - let bots absorb transaction growth
  • AI-drafted engagement letters, follow-ups, and advisory summaries
  • Tax working papers generated from trial balance in minutes
  • Integrates with TaxDome, Karbon, ATOmate - no stack change

CFOs & Finance Heads

Real-time visibility. Automated controls. A finance function that flags exceptions before they become problems.

  • Revenue, margin, and cash flow visible now - not in next 
month's pack
  • Month-end close in days, not weeks
  • Exception alerts before audit - AI flags anomalies continuously
  • Complete audit trail on every automated process
  • Finance team redeployed from processing to analysis

Business Owners

Stop feeding your finance function manually. Let automation handle the overhead so you run the business.

  • AP and AR fully automated - no manual intervention
  • Daily reconciliation unattended - every night, every platform
  • Cash flow at a glance - actual and projected, no report required
  • Works with Xero, MYOB, QuickBooks - no stack change
  • Scale transaction volume without scaling headcount

Financial Advisers

Your value is the advice. Befree handles the data infrastructure so your team arrives at client meetings ready.

  • Client data enriched continuously — no quarterly manual batches
  • AI-drafted client reports and compliance documents
  • Documents extracted and structured — no manual keying
  • CRM enrichment replacing six-figure data subscriptions
  • Self-hosted AI for strict client confidentiality requirements

The stack behind the results

The technology Befree deploys for 3,000+ clients – not a demo environment. Production-grade, finance-tested, data-sovereign where required.

LangGraph
Abby
Azure Document Intelligence
Azure SQL
Claude
DAX Models
Google Looker Studio
LlamaIndex
Microsoft Entra
N8n
Ollama
OpenAI GPT-4o
PostgreSQL
PoweBI
Power Automate
Python
UIPath
Zapier

Not demos. Running today.

Real outcomes from real finance functions. Named by industry, not by client — because confidentiality is part of the service.

Enterprise Operations · UK

Thousands of daily inbound emails. Triaged in near real-time.

Generative AI
Autonomous Agents

Challenge

No systematic triage for thousands of daily inbound emails. Urgent issues queued behind routine ones. Commercial sentiment API rejected on cost and data sovereignty grounds.

Outcome

We built and deployed a sovereign AI triage model — urgent emails now surface within minutes, with full data sovereignty maintained and no per-token licensing cost.

100% email coverage
$0 SaaS cost
Full data sovereignty

NDIS & Disability Services · Australia

100+ hours of monthly reconciliation. Automated end to end.

RPA Bots
Process Orchestration

Challenge

100+ hours of monthly reconciliation across PRODA and Ezidebit. Two people holding all the institutional knowledge. Holidays created backlogs.

Outcome

We automated the full reconciliation workflow across PRODA and Ezidebit — end to end, with a complete audit trail. Every transaction is now structured, traceable, and processed without manual intervention.

100hrs → 20hrs
3× volume capacity
Zero headcount added

Healthcare & Aged Care · Australia

915,000 patient records migrated. 3 weeks. 99.9% accuracy.

Data Migration
RPA Bots

Challenge

915,000 patient records needing CRM migration. 5–6 minutes per record manually. Zero tolerance for errors in a regulated environment.

Outcome

We migrated 915,000 patient records through unattended bots running 24/7 — completing the full deployment within the fixed window, with rollback capability at every stage. In a zero-tolerance regulated environment, accuracy never dropped.

99.9% accuracy
50% cost reduction
Completed in 3 weeks

Retail & Hospitality · Australia

Daily delivery platform reconciliation. Fully unattended.

IDP
RPA Bots

Challenge

915,000 patient records needing CRM migration. 5–6 minutes per record manually. Zero tolerance for errors in a regulated environment.

Outcome

We migrated 915,000 patient records through unattended bots running 24/7 — completing the full deployment within the fixed window, with rollback capability at every stage. In a zero-tolerance regulated environment, accuracy never dropped.

99.9% accuracy
50% cost reduction
Completed in 3 weeks

Education · Australia · Multi-campus group

Lagging monthly indicators replaced with real-time dashboards.

Decision Intelligence
Power BI

Challenge

Leadership making decisions on lagging monthly indicators. By the time a campus-level issue surfaced, the window to act had already closed.

Outcome

We replaced lagging monthly reports with live Power BI dashboards, giving leadership real-time revenue visibility across every campus — with automated margin analysis and manual reporting eliminated entirely.

Real-time visibility
Manual reporting eliminated

Wealth Advisory · United States

Six-figure data subscription replaced by autonomous AI agents.

Autonomous Agents
Generative AI

Challenge

Six-figure annual spend on third-party data subscriptions. Uneven coverage. Staff manually stitching results into CRM between quarterly batch refreshes.

Outcome

We replaced the third-party subscription with autonomous AI agents that enrich CRM data continuously — no manual stitching per record, no quarterly batch delays, and a model that’s replicable across other enrichment use cases.

Subscription dramatically reduced
Continuous enrichment

Transform your
business today!

Looking to outsource accounting or streamline your back-office operations? Book a free consultation or request a trial to discover how our expert consultants can support your practice’s growth.

Or simply fill out the form—our team will be in touch shortly.

FAQs

Will this replace my team?

No. Befree eliminates repetitive, low-value work — not the people who were doing it. Every engagement we’ve delivered has freed up senior team capacity for higher-value work, not reduced headcount. The client who went from 100 hours to 20 hours of monthly reconciliation redeployed those 80 hours to client work, not redundancies.

It depends entirely on how it’s deployed. Befree uses a five-layer architecture: capable LLM for language work, deterministic validation for anything that touches a number, confidence scoring on every output, human review for anything that touches the ledger, and self-hosted deployment for clients who cannot allow data to leave their infrastructure. The model drafts and classifies. Code validates the maths. Humans review what matters.

No. Befree builds on top of your existing stack — Xero, Sage, Dext, ApprovalMax, TaxDome, QuickBooks, NetSuite, and every other major platform in the modern finance stack. Where native integration doesn’t exist, we build a custom connector. The goal is to automate the work your current tools already do, not to replace them.

Most clients see measurable results within 30 days of deployment. A simple automation — a reconciliation bot or IDP pipeline — can be scoped, built, tested, and deployed in 2–6 weeks. More complex orchestration or agentic AI deployments run 8–16 weeks end to end. We tell you what’s realistic in the first conversation.

RPA bots follow fixed steps — same process, every time. Generative AI handles a single input and produces a single output (draft this, classify that). Autonomous agents receive a goal, plan the steps, call tools, evaluate what they find, and complete multi-step workflows — the right steps aren’t the same every time. Most finance functions need all three at different points in the process.

Every Befree automation includes a complete audit trail — every transaction, every exception, every decision, timestamped and logged. Process orchestration is specifically built to document every handoff across systems. For regulated environments — healthcare, financial services, and FCA-governed operations — we configure the audit framework before a line of automation runs.

Befree has automated 3,000+ finance functions across Australia, the UK, the US, Canada, and Fiji. What you see on this page is what we deploy for those clients — not a demo environment.

Your Clients Are Asking About MTD.

Do You Have the Bandwidth?

From 6 April 2026, over 850,000 sole traders and landlords must file quarterly with HMRC – and many don’t yet have an accountant. That’s an opportunity, but only if your practice has the capacity to take it on.

  • 150+ Experienced Professionals

No thanks, I'll figure out MTD on my own.