Clear answers.
Less finance admin.

Ask Lesley connects your finance information and workflows, helping your team find answers, review evidence and keep work moving.

Open your workspaceSee how it works

For SME finance teams. Access is arranged for your company.

Invoice reviewIllustrative view · fictional data

A decision you can trace.

PDF
Northfield StudioINV-1042 · GBP
£1,440.00
Net amount
£1,200.00
VAT
£240.00
Status
Awaiting review
  1. Source retainedOriginal invoice available beside the details.
  2. Checks in viewAmounts, coding and missing information.
  3. Your approval mattersA decision applies to the exact reviewed proposal.

Review → Approval → Posting → Verification

Two ways to get the work done.

Ask a question where you already work. Open the workspace when you need the detail.

01

Answers in your AI assistant

Use an authorised MCP connection to query the company information available to you. See sources, date scopes and gaps alongside the answer.

“Which customer invoices are still outstanding?”

Explore the connection guide
02

A workspace for the details

Inspect original documents, review extracted invoice information, correct proposals and complete supported approval workflows.

Evidence and recorded decisions stay together.

Open your workspace

Clear controls.
From source to decision.

Practical finance software, with the boundaries visible.

Review with the evidence

Keep the original PDF, extracted amounts, coding, duplicate checks and corrections in view.

Approve the exact proposal

Changes invalidate earlier approvals. Required permissions and independent approval rules still apply.

Know what happened

Review, approval, posting and verification are separate states. A bookkeeping record does not mean money moved.

Built around your connected information.

Available adapters include Gmail for invoice intake, Xero for supported accounting workflows, Starling for read-only bank information, and Paprika for supported project and finance reporting.

Availability depends on your company’s configuration and permissions. Your workspace shows its actual connection state. Bank comparison is read-only; Ask Lesley does not execute payments.

Make the next decision clear.

Start with your company’s workspace or existing AI connection.

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