Understand the job
Agree the task, source systems and owner before connecting an agent.
An assistant with context. A workflow with control.
Connect approved company knowledge and tools to the work your team needs to do. We scope the access, review points and support before implementation.
Discuss your operation ↗Explore the Xero Finance Operator ↓Set the boundaries
Define what the assistant can read, draft or change, and where a person must approve.
Test the handoffs
Check normal work and exceptions against an agreed acceptance plan.
Support the operation
Agree ownership, maintenance and support coverage as part of the engagement.
A good enquiry deserves a good handoff.
Bring the conversation, customer context and next action together. Your team reviews the response before anything goes out.
Start with a real kind of question
“Can you send the proposal we discussed?”
Explore the sources
Sentient workflow
Follow-up ready for review
Owner assigned · Sources attached · Nothing sent automatically
Human approvalChoose a source, or play the example to follow the handoff.
0 / 3Source 1 · New enquiry
Example enquiry: a customer asks for the proposal discussed on yesterday’s call.
What a reviewed handoff could say
Alex, prepare the proposal using the agreed scope. Confirm the delivery date before sending it to the customer.
A person checks the scope and date, then decides what to send.Illustrative example using fictional records. Nothing is sent or changed.
Xero Finance OperatorAdvanced managed add-on · custom scopedYour books, accountant-ready — before the accountant touches them.
Most AI can read a report. Hermes can investigate the ledger, explain what is wrong, make an approval-gated correction, rebuild the pack and hand only the specialist work to your accountant. One conversation. End to end.
MULTI-ENTITY
Link multiple Xero organisations
CROSS-REFERENCE
Match intercompany activity and surface gaps
GROUP VIEW
Build consolidated management accounts
For founders running several companies, Hermes can compare performance, cash, related-party movements and account mappings across entities — replacing a fragile spreadsheet exercise with one traceable operating view.
Illustrative operator run
multi-entity · approval-gated
Link our three Xero companies, cross-reference the intercompany movements, clean up the year-end accounts and build consolidated management accounts for the group.
CONNECTED3 Xero organisations + live ledgers
MAPPEDEntity accounts + cross-company relationships
FLAGGEDIntercompany mismatch + evidence gaps
APPROVALCorrection explained before write
POSTEDDocumented correcting journal
BUILTEntity + consolidated management accounts
SENTNarrow brief to specialist reviewers
Example workflow complete
Approved journals verified. Entity packs balanced. Consolidation trail and evidence bundle prepared.
01 · READ
Understands every company
Connects multiple Xero organisations and reads each chart of accounts, P&L, balance sheet, trial balance, bank feed, invoice, payment and journal.
02 · REVIEW
Finds what the dashboard misses
Cross-references intercompany entries, shared suppliers, director balances, missing evidence and tax-sensitive movements across the group.
03 · APPROVE
Explains the fix before it writes
Shows the impact in plain English and waits for approval. Approved corrections follow a backup, documentation and post-write verification workflow.
04 · DELIVER
Builds the group view
Produces entity-level and consolidated management accounts, evidence packs and specialist-review briefs — then checks the delivery trail.
The leverage
Hermes does the preparation. Your accountant does the judgment and filing.
Give the reviewer structured entity accounts, a cross-company reconciliation trail and a precise list of decisions that actually require specialist judgment.
Standard connectivity can be included in a Hermes setup; multi-company review, corrective bookkeeping and pack production are scoped separately. Results depend on access, data completeness and approved human review. Consolidated reporting requires agreed mappings, elimination rules and accounting policies; it is not statutory consolidation. Hermes does not replace licensed tax or audit advice.
Start with one real problemWhat keeps landing
What keeps landing
back on your desk?
Tell us where work gets stuck. We’ll discuss what is worth changing and whether Sentient is the right team to help.
Plan your discovery call 30 minutes with Spencer · No obligation