Catch the money slipping between your shop, your accounts and your spreadsheets

How we automated the debtors review, the refund tracker and the returns process with AI inside a real UK trading business, with people keeping control of every payment. Every step, rule, check and mistake, written in plain English so you can build your own.

What’s inside

1. The pattern behind all three automations: read everything, change nothing without a person
2. The debtors review: tie to the accounts, sort every line by rule, and a suggested fix for each
3. The refund tracker gap check: find missing refunds, wrong amounts and duplicates
4. The returns process: the right approver emailed, chased every 48 hours and logged
5. Every rule and every check, with what happens when one fails
6. The real problems we hit, and how we fixed them
7. 21 copy-ready prompts and three full run procedures to adapt
8. A safeguards checklist and a 30-day rollout plan

Who it’s for

Owners and finance leads of UK businesses that sell online and to trade, who process refunds and returns every week and want to stop paying twice, missing debts or losing stock.

Get the guide

£79 + VAT. Instant PDF download. Based on what we built inside a real UK equipment supplier selling online and to trade, with names and figures kept private.

Want a taste first? Read the free version: how we did it, step by step.

Rather have it done for you?

Our Cash and Refunds Setup builds it inside your business, connected to your own systems, with your team trained to run it: £1,495 + VAT, three weeks, fixed price. Bought the guide? We’ll take what you paid off the price if you book within 30 days.

We’re not IT people. We’ve sat in the MD’s chair and built the systems behind it, and we’ll talk to you in plain business terms. Book a free 30-minute call with us →

Claude, Microsoft Copilot and ChatGPT are trademarks of Anthropic, Microsoft and OpenAI respectively. Cooper Vance is not affiliated with them.