CodeIQ
CodeIQ
The Intelligent bookkeeper that codes AND posts transactions directly to QuickBooks, Xero, Sage & Pandle.
Traditional tools make you click "Approve" 500 times. CodeIQ finishes the job completely. Calculate what you're losing to manual bookkeeping.
While CodeIQ posts your transactions autonomously, RiQ answers your coding questions, helps you review transactions, and guides the posting process.
Your Financial Assistant
Why was "AMAZON WEB SERVICES" coded to "Website Hosting"?
This transaction was coded using Historical Pattern Matching:
All transactions coded!
348 transactions processed. Ready to post to QuickBooks?
Ask RiQ why any transaction was coded a specific way. Get detailed explanations showing which processing phase matched it and the confidence score.
"Show me all transactions coded to Marketing" or "Find transactions over £500" - RiQ helps you review before posting.
RiQ guides you through the final posting step with clear summaries: "348 transactions ready to post to QuickBooks. Proceed?"
If you want to override automated coding, ask RiQ: "What accounts are best for software subscriptions?" Get instant COA-specific suggestions.
RiQ adapts emotional responses:
Analyzing
Positive Insights
Milestones
Challenges
Anomalies
You have 10-50 manual rules.
CodeIQ discovers 100s-1,000s of patterns you'd never create yourself.
Manual Configuration
Reverse Engineering
You'd never manually configure 1,000 bank rules.
CodeIQ does it automatically in seconds.
Real concerns from accountants and bookkeepers,
addressed with transparency and depth
Wrong mindset. CodeIQ doesn't replace bookkeepers—
it multiplies your capacity.
Same hours, triple the revenue. Scale your practice without burning out.
Higher billable rates. Strategic value. Transform your offering.
It's YOUR tool. YOUR expertise. YOUR clients. YOUR business—amplified.
95%+ accuracy. Confidence scores on every transaction. System learns from corrections.
OAuth secure. Local processing (no external APIs). GDPR compliant. Bank-level encryption.
8-11 processing phases handle transfers, invoice matching, VAT, RiQ enhancement, platform-specific fields. Built for complexity.
Confidence scores flag uncertain transactions. Manual review available. System learns from your corrections and applies them to future transactions.
Those tools only SUGGEST codes. CodeIQ actually POSTS them. Big difference.
UK VAT Classification phase. Historical VAT analysis. Account → rate mapping. HMRC compliant.
You remain their bookkeeper. CodeIQ is YOUR tool for faster, more accurate service.
Multi-platform: QuickBooks, Xero, Sage, Pandle. Patterns are platform-agnostic. No lock-in.
Transparent pricing when beta ends. No surprise fees. Save 15-20 hours/client/month—the ROI will be obvious.
CodeIQ handles bank coding/posting. You still do journals, accruals, strategic work. Perfect division.
It's an Intelligent Employee.
Every transaction flows through 8-11 processing phases (platform-specific). Each phase builds on the last—including RiQ's Gemini-powered second opinion—culminating in autonomous posting to your platform.
Automated Detection
Identifies equal/opposite amounts across bank accounts to prevent double-entry errors.
Gemini Vision AI
Drag & drop all your invoices at once. AI extracts amounts, dates, suppliers—then auto-matches to bank transactions.
User Learning
Reverse-engineers 100s-1,000s of coding patterns from your GL history. Discovers nuanced rules you'd never create manually—merchant name variations, amount ranges, specific suppliers—equivalent to 500+ bank rules configured instantly.
Collective Intelligence
16,773 crowd-sourced patterns from all CodeIQ users. Collective intelligence that improves daily.
Card Transactions
Merchant Category Code classification for card transactions.
Neural Understanding
Local 87MB model - CodeIQ fine-tuned embeddings. Zero API costs.
Adaptive Learning
Applies your manual corrections as permanent overrides. System learns from every fix.
Second Opinion
Gemini 2.5 Flash reviews low-confidence codings. Processes 17 txns/second at <$0.01/job. Catches edge cases the other phases miss.
Varies by QB/Xero/Sage/Pandle
Additional phases handle platform requirements: VAT classification (UK compliance), vendor/customer fallbacks, contact matching, multi-currency support, and platform-specific field validation.
After 7-10 intelligent phases, CodeIQ automatically posts all transactions directly to your platform via secure API. Your books are reconciled and complete.
All processing happens in isolated environments with bank-grade AES-256 encryption. OAuth2 platform connections. GDPR compliant.
Drag and drop all your invoices at once. AI extracts everything automatically—amounts, dates, suppliers, invoice numbers. No manual data entry required.
Upload 10+ invoices at once. Drop PDFs, PNGs, or JPGs into separate Sales and Purchase queues. Process your entire month in minutes.
Google's most advanced vision model extracts invoice number, contact name, amounts, dates, VAT, currency—with confidence scores for each field.
AI analyzes invoice content to suggest the correct expense or income account from your chart of accounts. Learns your preferences over time.
Uploaded invoices automatically match to bank transactions. Exact amount matching plus fuzzy matching for partial payments and adjustments.
Multi-currency detection • Works with Xero, QuickBooks, Sage, Pandle
Traditional bookkeepers process one client at a time. CodeIQ handles 10 simultaneously, each completing in under 2 minutes.
Client A
Client B - Queued
Client C - Queued
Client D - Queued
1x
Concurrent Client
15-20h
Per Client
Session 1
Client A - 1.8min
Session 2
Client B - 1.5min
Session 3
Client C - 1.9min
Session 4
Client D - 1.7min
Session 5
Client E - 1.4min
Session 6
Client F - 1.6min
Session 7
Client G - 1.3min
Session 8
Client H - 1.7min
Session 9
Client I - 1.2min
Session 10
Client J - 1.9min
10x
Concurrent Clients
<2min
Per Client
CodeIQ isn't just a tool; it's a complete financial operating system that replaces the manual grind.
Upload your PDFs and we handle the rest. 17+ UK banks supported instantly. No template mapping required.
Identify transfers and invoice payments automatically with semantic understanding.
Connects seamlessly with ReconcileIQ and LedgerIQ for end-to-end automation.
Don't just get books; get intelligence. KPIs, cash flow forecasts, and ratios generated automatically.
Yes! This is what makes CodeIQ revolutionary. After the 8-11 processing phases code your transactions (including RiQ's Gemini-powered review), CodeIQ automatically posts them directly to QuickBooks, Xero, Sage, or Pandle via secure API connections.
Your books are reconciled and complete - no manual entry required. Other tools make you click "Approve" 500 times. CodeIQ finishes the job.
CodeIQ achieves 95%+ accuracy overall, with up to 100% accuracy for repeat merchants using historical pattern matching.
The system uses 8-11 processing phases including:
The system learns from every correction, improving over time.
Absolutely. CodeIQ supports 10 concurrent sessions, allowing accounting practices to process multiple clients at once.
Each session completes in under 2 minutes, making it possible to handle dozens of clients per hour with zero manual coding.
This scalability lets you grow your practice without hiring additional staff.
CodeIQ offers direct API integrations with:
Each platform has a dedicated posting service that handles platform-specific requirements like VAT codes, multi-currency support, and vendor/customer matching.
Yes. CodeIQ uses bank-grade security:
All processing happens in secure, isolated environments with enterprise-grade encryption.
Initial setup takes 30 seconds to 2 minutes:
No training required. No complex configuration. Just connect and go.
Start with our Starter plan or explore all tiers for practices and enterprises.
For freelancers and small businesses
2,000 credits/month
Explore Accountant, Practice, and Enterprise tiers with higher limits and advanced features.
Accountant: £44/mo • 15,000 credits
Practice Pro: £189/mo • 100,000 credits
Enterprise: £399/mo • 300,000 credits
Drag and drop bank statements. We support all major UK banks. Secure AES-256 encryption.
Our intelligent pipeline codes transactions, identifies patterns, and reconciles balances instantly.
Posted directly to Xero, QuickBooks, Sage, or Pandle. Receive full CFO analysis report.
We're promising a lot, aren't we?
95%+ accuracy. 90% time saved. Upload and walk away.
Yeah, we get it. This sounds like every other "revolutionary" software that over-promises and under-delivers.
So here's the thing: Why would we make claims you can't verify?
Don't take our word for it. Take 5 minutes and see for yourself.
5-minute setup. No card. No BS.
P.S. If we're lying about the capabilities, you'll know within 10 minutes of your first upload.
And it won't have cost you anything.
Join UK accountants automating their practice today.
No credit card required. Setup in 5 minutes.