Still thinking about hiring a Finance Executive?

See what an AI Finance Executive would cost before you add £30k–£45k to payroll

You get a managed AI finance assistant that sends invoices, chases payments and keeps your numbers tidy.

Most clients save 60–80% vs a full-time hire and free up to 20 hours of finance admin each week.

Output of a full-time finance executive at a fraction of the cost
Takes care of invoicing, chasing and reconciliations automatically
Managed under SurgeCare so it stays accurate and compliant
From £595/month • No long term contract

We walk through your invoices and headcount plans and compare this to a new hire. Usually takes under 15 minutes.

"Our debtor days came down by nearly two weeks and we avoided hiring another finance assistant."

Louise T, Finance Director, 70 person services firm

Felix, AI Finance Surge

Felix, your AI Finance Surge

Replaces a junior or mid level Finance Executive

Manages day to day finance work from invoicing to reconciliation so your team can focus on forecasting and decisions, not chasing payments.

Sends invoices and chases payments automatically
Reconciles transactions against bank feeds in real-time
Spots discrepancies before they become issues
Keeps everything audit-ready and compliant

Works with:

X
Z

From £595/month • Live in days • No long term contract

Typical outcomes in the first 90 days

5–15 days

Debtor days reduced

20–30%

Fewer hours spent on invoicing and reconciliations

Measurable Outcomes for Your Finance Team

Transform your financial operations with an AI team member that delivers consistent results and scales with your business.

87% faster payment collection

Automated invoice chasing and smart follow-ups get you paid weeks earlier

15 hours saved weekly

Eliminate manual reconciliation and data entry with intelligent automation

99.9% accuracy rate

AI-powered matching ensures your books are always audit-ready

Real-time cash flow visibility

Know your financial position instantly with live dashboards and forecasting

100% compliance maintained

Automatic tax calculations and regulatory updates keep you compliant

Zero missed invoices

Automated billing ensures every service is invoiced on time, every time

How Your AI Finance Executive Operates

Invoice Generation & Dispatch

Creates professional invoices from your data and sends them automatically on your schedule.

Payment Reconciliation

Matches incoming payments to invoices instantly, updates records, and flags discrepancies.

Expense Categorisation

Automatically categorises transactions using AI, learns from your patterns, and maintains consistency.

Financial Reporting

Generates real-time P&L, cash flow statements, and custom reports for informed decision-making.

Compliance Monitoring

Ensures tax compliance, maintains audit trails, and alerts you to regulatory changes.

Payment Chasing

Sends polite, personalised reminders for overdue invoices and escalates when necessary.

Workflow Transformation

See how AI automation transforms your daily operations

Current Workflow

Key Actors

👤Bookkeeper/finance lead
🏢Accountant
👥Customers/suppliers
1
Reconcile bank feed
2–3 hrs/week
BOOKKEEPER

Manual matching of transactions, checking for discrepancies

2
Raise invoices; manual chasers
1–2 hrs/week
FINANCE LEAD

Create invoices, send reminders for overdue payments

3
Chase receipts
1 hr/week
FINANCE LEAD

Follow up on missing receipts and documentation

4
Code bills; route approvals
2 hrs/week
BOOKKEEPER

Categorise expenses, get manager approvals

5
Build month end pack
3–5 hrs/month
ACCOUNTANT

Compile reports, reconciliations, and statements

6
Spot anomalies
ad hoc
ACCOUNTANT

Manual review for unusual transactions or patterns

With Finance AI Surge

Key Actors

👤Bookkeeper/finance lead
🏢Accountant
👥Customers/suppliers
🤖Finance AI Surge
1
Daily bank recAUTOMATED
minutes
FINANCE AI SURGE

Automated daily reconciliation with instant matching

2
Invoice and polite AR sequencesAUTOMATED
scheduled
FINANCE AI SURGE

Automated invoice generation and follow-up sequences

3
Receipt capture + remindersAUTOMATED
rolling
FINANCE AI SURGE

Automated receipt processing and reminder system

4
Auto coding and approvalsAUTOMATED
minutes
FINANCE AI SURGE

AI-powered expense categorisation and routing

5
Draft board packAUTOMATED
by day 5
FINANCE AI SURGE

Automated report generation by the 5th of each month

6
Variance/anomaly alertsAUTOMATED
within 24 hrs
FINANCE AI SURGE

Real-time anomaly detection and alerting

Month end
10–12 days
5 days
Aged debt
down 25–50%
Ops time
Up to 20 hrs/week
2–4 hrs/week

Ready to Transform Your Financial Operations?

Join businesses that have automated their finance workflows and improved cash flow. Get an AI Finance Executive that works 24/7, maintains perfect accuracy, and scales with your growth — all for a predictable monthly cost.

99.9% accuracy
Live in days
Fixed monthly cost