Case Study

Bookkeeping Firm Automates Bank Feeds

Clarity Bookkeeping reduced transaction categorisation time by 85% with AI-powered bank feed automation.

85%
Time Saved
92%
AI Accuracy
2x
Client Capacity
60
Clients
1

The Challenge

Clarity Bookkeeping processed bank transactions for 60 clients manually — downloading CSV files, importing into spreadsheets, and categorising every transaction by hand. It was the biggest bottleneck in the practice.

2

The Solution

Runox bank feed integration pulled transactions automatically. AI categorisation learned from each client's patterns, matching transactions to the correct nominal codes with increasing accuracy over time.

3

The Results

Transaction categorisation time dropped by 85%. The AI reached 92% accuracy within 3 months, requiring only spot-checks rather than manual categorisation. The team doubled their client capacity.

Key Results

85% reduction in categorisation time
AI accuracy reached 92% in 3 months
Client capacity doubled
Automatic bank feeds for all clients
Spot-check review replaced manual entry

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      Runox — HR, Payroll, Accounting, Tax & Legal | 6 Jurisdictions | runox.ai