CodeIQ is the AI bookkeeping workflow that does the heavy pass for you: it codes transactions, extracts receipts and invoices, parses eBay, Amazon and PayPal settlements, classifies VAT, catches transfers and prepares the posting batch for Xero, QuickBooks, Sage or Pandle. Routine lines move fast; exceptions are surfaced for review.
A full month of transactions, extracted receipts, matched invoices, classified VAT and posted to the platform. No cuts.
Each transaction moves through eight phases, each catching what the others miss: coding, VAT, transfers, invoice matching, and the posting batch for your platform.
After the passes, plus platform steps for contact matching and validation, CodeIQ readies the posting batch for Xero, QuickBooks, Sage or Pandle. Routine lines fly; edge cases are surfaced.
Drag the sliders for a conservative estimate based on 90% automation of routine bookkeeping work. No survey, no email, no caveats.
RiQ is the AI companion built into every IQ Suite product. In CodeIQ it second-passes the low-confidence rows, explains every coding decision and learns from your corrections.
Bank rules are rigid if-then statements you have to write by hand, one at a time. Historical pattern learning reads your GL history and infers the rules for you. Hundreds of them. Instantly.
The questions that come up in every demo. Four shown visually. Six more answered briefly below.
Drop an entire month of receipts and invoices in at once. RiQ pulls the amount, date, supplier, invoice number and VAT from every file, matches the extracted invoice to the corresponding bank transaction, and posts the whole lot. Replaces Dext and AutoEntry.
A traditional bookkeeper processes one client at a time. CodeIQ runs ten concurrently, each completing in under two minutes.
Stop paying £30—80 a month for a separate merchant bookkeeping tool. CodeIQ parses the settlement CSV, breaks it into individual journal entries, AI-categorises every line, and posts alongside your regular bank transactions. One tool. One subscription.
Drop an eBay, Amazon, or PayPal CSV. CodeIQ detects the platform from headers automatically. No configuration, no field mapping.
Sales, fees (final value, FBA, promoted listings, subscription), shipping, refunds, tax withheld. Each extracted as its own journal entry. Payouts excluded.
RiQ maps each bucket to your actual chart of accounts, intelligent categorisation that knows a Final Value Fee is a selling cost, not a bank charge.
Merchant transactions sit in the same review table as your regular bank lines. One review. One posting. Works with Xero, QuickBooks, Pandle, Sage.
No separate subscription. No separate onboarding. No summary-only posting. Individual transaction-level detail, included in every CodeIQ plan.
CodeIQ replaces the manual grind and a shelf of add-on subscriptions with one pass through one pipeline.
Drag in a statement in any format, PDF, scan, photo, CSV or Excel. We extract, normalise and auto-detect columns, then run the eight-phase pipeline. No mapping, no training.
Semantic understanding catches the matches that fuzzy strings miss. Transfers paired, invoices linked to payments, refunds matched to originals.
Your CodeIQ subscription includes the other two products. Reconcile the bank, code the book, analyse the ledger. End to end from one login.
Once CodeIQ posts, LedgerIQ reads the GL and turns it into 40+ financial analysis modules. KPIs, forecasts, ratios, anomaly detection, board-ready PDFs. No extra data entry.
Every CodeIQ plan includes ReconcileIQ and LedgerIQ. Bank reconciliation before you code. General-ledger analysis once you've posted. One login, one price.
Bank-statement matching at 5,000 TPS plus invoice-to-payment reconciliation. Universal parser reads any bank, any format.
Explore ReconcileIQ →Codes transactions, extracts invoices, classifies VAT, matches invoices, detects transfers, posts to Xero, QuickBooks, Sage or Pandle.
§ Currently viewing40+ analysis modules from a GL export. Ratios, forecasts, anomaly detection, board pack PDFs. Client-side processing.
Explore LedgerIQ →Every plan includes ReconcileIQ, CodeIQ and LedgerIQ. Start with Starter or explore tiers for practices and enterprises.
Higher credit limits for busy firms and multi-client practices. Client accounts with individual logins.
Drag and drop bank statements. Every major UK bank supported. AES-256 encryption, session-only storage.
Eight phases code every line, invoices are matched, transfers paired, VAT classified. RiQ reviews anything uncertain.
Posted directly into Xero, QuickBooks, Sage or Pandle. Reconciled. Complete. You get a CFO-level report in LedgerIQ.
Most bookkeeping tools claim to save time. Most do, a little. CodeIQ does the entire pipeline — coding, VAT, transfers, invoice matching, posting — for the routine work, and surfaces only the lines that need judgement. The difference is the throughput: ten clients in an hour, not two days.
“If we're lying about the capabilities, you'll know within ten minutes of your first upload.”
No card. No commitment. One OAuth, one statement, one session — the full eight-phase output.
Every phase runs on the trial. You see the real output, not a teaser. No artificial limits.
Review every coded line. Reject anything. The system learns from each correction.
CodeIQ codes the transactions, but do the bank and the books actually agree? ReconcileIQ matches 5,000+ a second and pushes fixes back before you start coding.
Once CodeIQ has posted, LedgerIQ turns the GL into 40+ metrics, ratios, trends, anomaly flags and board-ready reports. No extra data entry.
The answers the honest version of your CFO would give.
Yes. This is what makes CodeIQ different. After the 8-11 processing phases code your transactions (including RiQ's second-pass review), CodeIQ can post approved batches to QuickBooks, Xero, Sage or Pandle via secure API connections.
Your routine coding work is handled in one flow, with exceptions pulled forward instead of buried in a spreadsheet. Other tools make you click "Approve" hundreds of times; CodeIQ narrows the work to what needs judgement.
CodeIQ is strongest on repeat merchants and learned patterns, where historical matching becomes highly reliable. New or ambiguous transactions are marked for review instead of hidden.
The system uses 8-11 processing phases including:
The system learns from every correction, improving over time.
Absolutely. CodeIQ supports 10 concurrent sessions, allowing 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 extra staff. CodeIQ handles the data entry, ReconcileIQ the verification, LedgerIQ the insight layer.
CodeIQ offers direct API integrations with:
Each platform has a dedicated posting service that handles its own requirements: VAT codes, multi-currency support, 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. One OAuth connection powers all three products, ReconcileIQ, CodeIQ and LedgerIQ.
Yes. CodeIQ includes built-in invoice OCR extraction powered by RiQ Vision. Drag and drop PDFs, PNGs, or JPGs, it extracts amounts, dates, suppliers, invoice numbers, and VAT automatically with confidence scores.
Extracted invoices are matched against bank transactions for one-click payment posting. No separate subscription to Dext (£24+/mo) or AutoEntry needed.
Yes. The Merchant Accounts tab parses eBay, Amazon, and PayPal settlement CSVs into individual journal entries, sales, platform fees (final value, FBA, promoted listings, subscription), shipping, refunds, and tax withheld.
Each line is AI-categorised against your chart of accounts with platform-specific context. Everything posts alongside your regular bank transactions, one review, one posting.
This replaces dedicated tools like A2X ($29—229/mo per channel) and LinkMyBooks (£13—249/mo), included in every CodeIQ plan at no extra cost.
One subscription. ReconcileIQ verifies. CodeIQ codes. LedgerIQ analyses. Join accountants automating their entire workflow.