Your clients' books, done before you arrive.
Vidi connects to your clients' accounting software overnight and delivers fully categorised, reconciled bookkeeping — ready for your review every morning.
- Auto-processed
- 85%of transactions
- Review time per client
- 20minfrom 3 hrs
Bookkeeping is eating your margin — quietly, every month.
Three hours a client, every month.
Manual categorisation, invoice chasing, reconciliation — work that barely breaks even.
Offshore is a quiet liability.
Data sovereignty, staff turnover, and inconsistent quality your clients eventually notice.
Growth means another hire.
Every new client adds headcount. Bookkeeping is the bottleneck stopping the firm scaling.
We do the work. You review and approve.
- 01
Connect your clients' accounting software using your existing advisor access. We never ask your clients to do anything.
- 02
Vidi processes everything overnight — matching invoices, applying your existing bank rules, and categorising the rest with AI.
- 03
You receive a structured review package: matched transactions confirmed, rules applied, exceptions flagged with plain English explanations.
- 04
Review the 15% that needs your judgement. Approve everything else in under 20 minutes.
Built for firms who can't afford guesses.
Simple wholesale pricing. You keep the margin.
You charge your clients what you charge them. We charge you wholesale. The difference is yours.
- Full monthly bookkeeping
- Invoice matching
- Exception queue
- VAT-aware categorisation
- Sensitive transactions flagged
- Human QA on every output
Everything in Per client, plus:
- Priority onboarding
- Dedicated account manager
- Custom category mappings
- White-label option
Ready to see it on your clients' data?
Book a 20-minute demo. We'll run Vidi live on one of your real clients and show you the output — categorised, reconciled, exception queue and all. No sales pitch. No deck. Just your data, processed live.
or email hello@tryvidi.com