Assisted Service

Too busy to enter your records?

Upload your information and let Ernest & Co help process it for you. Continue using Ernie-AI yourself, or hand it over — your choice.

How it works

Step 1

Tell us what you need

Submit the enquiry form below with the records you'd like help with.

Step 2

Upload your information

Send receipts, invoices, bank statements, payroll reports, dividend records or bookkeeping exports.

Step 3

We review and process

Our team reviews and processes your information.

Step 4

Dashboards updated

Your Ernie-AI dashboards and reports are updated where applicable.

Step 5

On-the-go insight

You get clear financial insight based on your processed records.

What you can upload

Send us whatever you have. We'll work with the records you provide and let you know if anything's missing.

  • Receipts
  • Invoices
  • Bank statements
  • Payroll reports
  • Dividend records
  • Rental income records
  • Expense schedules
  • Bookkeeping exports
  • Company documents
  • Year-end information

Who it's for

Sole traders
Company directors
Small businesses
Landlords
Users with limited time
Users who prefer accountant support

Service options

Assisted Records Processing

We help process the records you upload.

Fully Managed Accounting

We manage bookkeeping, payroll, tax and year-end compliance.

Work With Your Accountant

We can help process records and make information available for review by your accountant where permissions allow.

Assisted Service and Fully Managed Accounting are separate professional services and are not included automatically in any software subscription. Professional service fees may apply depending on the work required.

Need help with your bookkeeping or compliance?

Our team can assist with bookkeeping, payroll, VAT, landlord records, company accounts, self-assessment and year-end work. Submit a request and we'll review the most appropriate support option for your circumstances.

This request can also be used to request access to the secure client portal so you can upload documents for Ernest & Co to review and process.

Request Assisted Service

Tell us what you need help with and we'll be in touch. Professional service fees may apply depending on the work required — this is separate from any software subscription.

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