How Casey works

A calm, meticulous year end.

Creative Clerk doesn't feel like accounting software. It feels like having a friendly accounts manager on your team — one who collects the information, checks it, and asks you simple questions in plain English.

01

She reads your previous accounts

Casey imports your last filed accounts, tax computation and prior TB, and pins the starting position for this year.

02

She reads Xero, fully

Chart of accounts, invoices, bills, journals, VAT returns, contacts, aged debtors and creditors — everything she needs to check the year.

03

She rebuilds last year

She finds every year-end journal your accountant posted and learns your company's recurring treatments.

04

She checks the current year

Bank, sales, expenses, payroll, VAT, loans, director transactions, intercompany — with three simple statuses: complete, working, needs your help.

05

She asks simple questions

One at a time. Plain English. No nominal codes. No journal types.

06

She proposes the adjustments

Depreciation, accruals, Corporation Tax, intercompany — explained in plain language, with the accounting entry one click away.

07

You review, in plain English

Sales, profit, tax, cash, debtors, creditors, director's loan — all the important numbers, with warnings when they matter.

08

You approve. Casey files.

Companies House annual accounts and HMRC CT600 — prepared, staged, and only submitted with your explicit approval.

Ready to give Casey your company?
It takes about four minutes to get set up.
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