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Wharfedale AI
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Agents that do the paperwork. People who sign it off.

We build AI agents and secure client systems for accountancy practices, payroll bureaux and small finance firms. The agent prepares the routine work from your own records. A person approves it. Every step is logged.

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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.

Foundations before the AI.

See how we build

Real work, mistakes included.

Two anonymised build stories: the problem, what we built, the checks around it and what went wrong along the way.

Explore the case studies

Accountancy practice

A public AI tax assistant and a secure client portal

Answers from official pages with every figure checked, a portal with an audit log that cannot be edited, and an honest account of launch day.

Read the case study
Annual subscription replaced£4,200

a year in subscription fees replaced: £350 plus VAT a month, or £5,040 a year including VAT.

The fee replaced, before the new system’s own running costs. The retailer is VAT-registered, so £4,200 is the real cost.

Supplier dataOwn dashboard

IT retailer

How AI agents replaced a £350-a-month stock subscription

Three supplier feeds, about 5,000 live products and a best-supplier dashboard that refreshes every 10 minutes, with broken prices held for a person.

Read the case study

Start with one job, then keep it running properly.

Most clients start with a call and an audit, then build one agent and let us run it.

  1. Data Foundations Audit

    Start here. We map one workflow, the data behind it and the risks, then give you a written plan: what an agent could do, what a person must decide and what needs fixing first.

  2. AI Agents

    Agents built around one workflow, with sources, tests and an approval step from the first day.

  3. Client Portals & Websites

    Secure portals where clients upload documents and see what is outstanding, and the websites in front of them.

  4. Managed Services

    We host, watch and improve what we build, and rerun the tests before every change.

Built around the person who signs off.

An agent should save your team time without taking the decision away from them. So we design the approval step first and build the agent around it.

AI for accountancy and finance

  • Evidence with every answer

    Each figure and statement points back to the document or official page it came from.

  • Approval where it matters

    We agree up front what the agent may prepare and what only a person may decide.

  • A record you can show

    Inputs, drafts, checks and approvals are logged, so “who checked this?” has an answer months later.

  • Data handled on purpose

    Hosting, access and how long anything is kept are decided for the actual workflow, before we build.

Notes from the work.

All insights

  1. Why most AI projects fail before they start

  2. What a Data Foundations Audit actually involves

Which job would you take off your team’s desk?

Tell us in a 30-minute call. It costs nothing, and if AI is not the right fix we will say so.

Book a 30-minute call