It turns out bookkeeping is a job most business owners dislike or simply leave aside. So most owners struggle to see what is really happening in their business.
Dave is a Claude AI agent built to serve you as your bookkeeper, working from your Claude account in your accounting package. He checks the bank feed, matches every line, chases unpaid invoices and prepares a clean handover for your accountant. You say yes to anything that goes out.
Once your Claude account is set up (if you do not have one yet), we build Dave for you. You can of course choose his name. Setup includes opening a mailbox for Dave and connecting him through your accounting package's own secure connection, with your passwords staying with you. Your bank statements are loaded. If this is a new connection to your accounting package, the history goes in and the opening balance is proven against your banking app. We set up claude.ai so you can reach Dave even when your computer is closed. Then we train and practise with Dave, ask your accountant any questions that need clearing up, run the checks and start work.
Dave reads, checks and drafts on his own. Anything that goes out, any refund and any change to a closed period waits for your yes.
Dave works through the package's official connection, so access can be switched off in one click.
FreeAgent is free with a NatWest, RBS, Ulster or Mettle business account. QuickFile suits the rest.
Balances proven to the penny and every question written down before year end.
Income, costs and net return for every property.
Dave reads every company's bank feed and books, then keeps a private dashboard up to date for you and your partners: income, costs, net return and what needs a decision.
| Property | Money left in | Income | Running costs | Net income | Net return |
|---|---|---|---|---|---|
| Harbour House | £0 | £36,300 | £19,800 | £16,500 | All money out |
| Mill Lane | £42,000 | £24,200 | £17,900 | £6,300 | 15.0% |
| Station Road | £38,500 | £17,300 | £12,100 | £5,200 | 13.5% |
| Park View | £40,000 | £8,600 | £5,350 | £3,250 | 8.1% |
Income counts rent only. Loans and partner money stay out of it. One-off repairs sit on their own line, so each deal shows its true running return.
2 parts: the accounting package you pay its maker for, and the one-off Contigi setup.
Free with a NatWest, Royal Bank of Scotland or Ulster Bank business current account, or a Mettle account with 1 transaction a month. Otherwise £33 a month for a limited company.
Free for most small companies. Automatic bank feeds are £15 a year.
Ignite £18, Grow £39 and Comprehensive £55 a month. Works with any UK bank.
Prices before VAT, from each maker's UK price page on 1 November 2026. We help you pick the package that costs least for your bank.
What is a cloud session? Dave runs on Claude, the AI made by Anthropic. A cloud session means Dave works on Claude's own secure computers on the internet. His Friday check runs on time even when your laptop is closed or switched off. You can also talk to Dave from claude.ai on any computer, phone or tablet: ask him about an invoice, a payment or your balance wherever you are.
Dave needs a paid Claude plan in your name, from about £18 a month (Claude Pro).
An example email. The figures are invented.
Works with FreeAgent and QuickFile today, with bank feeds from NatWest, Barclays and the other UK banks those packages connect to.
Want your bookkeeping kept up to date every week without hiring a bookkeeper?
A free 20 minute call, no obligation. We check it fits your business before anything is set up.