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Industries · Accounting & bookkeeping

Accounting & bookkeeping.

Records chased, transactions coded, VAT drafted and month-end closed. The partner sees only the clients that need a decision.

Use cases

What accounting teams run on Hive

  • Bank recs
  • Invoice processing
  • Month-end close
  • VAT and tax filings
  • Client onboarding
  • Billing and WIP
  • Management reporting
  • Audit preparation
  • Payroll checks
  • Bank recs
  • Invoice processing
  • Month-end close
  • VAT and tax filings
  • Client onboarding
  • Billing and WIP
  • Management reporting
  • Audit preparation
  • Payroll checks
Accounting & bookkeeping

Month-end closed on time.Every client, every ledger.

Governed autonomy

Autonomy is earned, not switched on.

Every use case starts on a rung you choose. Each approval teaches Hive the boundary. As approvals become routine, the work moves up a rung, within limits you set and can pull back at any time.

AdvisoryHive surfaces and recommends. People act.
Draft for approvalHive prepares the output. A person reviews and sends.
Execute after approvalHive runs the whole process once a person says go.
Autonomous with exceptionsHive runs routine cases itself and routes only the exceptions.

Connect your practice data

Ledgers, inboxes and files in one governed workflow, from reconciliation to filing.

The work Hive takes over

Use case examples. A sample of the work Hive takes over. The full map is drawn with your team in week one.

Half of month-end is spent chasing clients for missing paperwork.

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Autonomous with exceptions

Hive tracks every client file, chases missing receipts, statements and approvals across email, WhatsApp and SMS on a polite schedule, and escalates only the stragglers to you.

ReadsKarbon, Dext, Outlook, WhatsApp
OutputChase log, exceptions list
84 clients71 complete9 chased today4 escalatedYou see the 4

Four hours a day disappear into the inbox.

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Draft for approval

Hive triages every client email, answers the routine ones from your knowledge and their file, drafts replies for the rest in your voice, and routes anything substantive to the right person with the full thread attached.

ReadsOutlook, Karbon, Xero
OutputReplies sent or queued, routed items with context
Emails: 112Auto-resolved: 64Drafted: 31Routed with context: 17Inbox: 40 min

VAT returns are drafted from scratch every quarter, per client.

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Draft for approval

Hive pulls the period from the ledger, checks it against the bank and Dext, flags anything unusual, and drafts the return into TaxCalc ready for review and filing.

ReadsXero, Dext, TaxCalc
OutputVAT draft, anomaly list
VAT: 14 clientsDrafted into TaxCalc6 anomalies flaggedReview: 25 minFiled: 0 late

Transactions sit uncategorised until someone finds a free afternoon.

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Autonomous with exceptions

Hive codes transactions as they arrive, matches invoices and receipts from Dext, learns the firm's coding conventions per client, and queues one clean batch for review.

ReadsXero, QuickBooks, Dext
OutputCoded batch, flagged items
1,240 transactions96% auto-coded38 flaggedReview: 12 min

Month-end close takes three days per client of reconciliation.

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Draft for approval

Hive reconciles bank against ledger, flags anomalies, and drafts the management accounts with plain-English commentary for the partner to approve.

ReadsXero, bank feeds, Karbon
OutputReconciled ledger, management accounts draft
Close: Client 0412Reconciled3 flaggedMgmt accounts drafted20 min

Self-assessment season is a document scramble and a status black hole.

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Execute after approval

Hive runs the SA programme per client: requests documents, tracks who's outstanding, drafts the organiser and the return, and sends status updates so clients stop calling to ask.

ReadsKarbon, TaxCalc, Outlook
OutputDocument tracker, return drafts, client updates
210 clients142 docs in68 chasedReturns drafted: 91Status auto-sent

VAT, payroll, accounts and confirmation-statement deadlines live in someone's head.

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Autonomous with exceptions

Hive tracks every statutory deadline across the whole client book, drafts the reminders, and surfaces what's at risk this week.

ReadsKarbon, Companies House, HMRC
OutputDeadline board, reminders
This week: 14 VAT3 conf. statements1 accounts0 at risk

Monthly payroll runs are a deadline scramble across clients.

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Execute after approval

Hive gathers starters, leavers, hours and bonuses, runs the checks, drafts the payroll for approval and files the RTI submission.

ReadsPayroll system, Outlook, Karbon
OutputPayroll draft, RTI filing
Payroll: 32 clientsVariations gatheredCheckedRTI filed0 late

Proposals and engagement letters are a copy-paste afternoon.

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Draft for approval

Hive drafts both from the enquiry and the firm's pricing, applies the right precedent, and sends for e-signature once the partner approves.

ReadsCRM, pricing sheet, precedent library
OutputProposal, engagement letter
Enquiry to proposal: 8 minPricing appliedLetter draftedSent for e-sign

The partners can't see capacity, WIP or which clients are unprofitable.

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Advisory

Hive maintains a live view of WIP, write-offs and recovery by client, and briefs the partners on the accounts that cost more to serve than they pay.

ReadsKarbon, Xero, timesheets
OutputPartner brief, Monday 07:00
WIP liveRecovery by client3 unprofitable flaggedBrief: Mon 07:00
Get started

Start with one close. Prove it against your own numbers.

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