Spreadsheet & Journal Integration• Migrate existing Excel or Google Sheets templates into cloud accounting systems.• Automate transaction maps: sales, purchases, expenses, property income.
Platform Setup & Customisation• QuickBooks, Xero, Pandle or Sage onboarding.• Chart of accounts configuration aligned with HMRC categories.
Automated Data Sync• Scheduled or one-click sync between your spreadsheets and accounting platform via VBA or API.• Real-time updates keep books accurate and up to date.
MTD Filing Support• Income Tax (Self‑Assessment) periodic submissions.• VAT return preparation and digital submission.• Landlord (property income) filing compliance.
Training & Ongoing Support• User training: Excel templates, platform workflows, HMRC portal.• Dedicated support: troubleshooting, updates and reauthorisation guidance.
AI Integration & Automation• AI-driven transaction categorisation and anomaly detection to flag potential errors.• Automated workflows and intelligent scheduling for data syncs, reminders, and submissions.
Discovery & AssessmentWe analyse your current spreadsheets, journals and filing obligations to design a tailored integration plan.
Design & BuildWe configure your cloud accounting platform and customise Excel templates or VBA scripts for seamless data capture.
Test & ValidateWe run trial data syncs, validate against HMRC requirements and refine until error‑free.
Go Live & TrainWe deploy the solution, guide your team through live submissions, and ensure confidence in every filing.
Review & MaintainQuarterly or annual check‑ins to update templates, manage HMRC reauthorisation and add new features as needed.
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Copyright of Briggr Technologies LTD. All Rights Reserved.
Copyright of Briggr Technologies LTD. All Rights Reserved.