Your PSA.
Intelligent.
An AI-assisted categorisation and reporting platform built to speed up the PAYE Settlement Agreement reporting process.
PSA.I ingests expenses data, classifies it against a controlled PSA framework, and produces a reviewable, defensible PSA calculation. For one PSA or an entire portfolio.
Reduce manual review
Focus attention on the rows that actually need judgement.
Keep reviewer control
AI suggests. Reviewers confirm, override or reassign.
A defensible outcome
Every step from upload to result is visible and auditable.
Purpose-built PSA categorisation and reporting
PSA preparation is often slow, manual and time-sensitive. Expense files arrive in different formats, descriptions are inconsistent, and the tax treatment still requires judgement. PSA.I standardises the workflow — from raw data to a defensible PSA result.
For one PSA or a whole portfolio
PSA.I supports both in-house PSA preparation and multi-client delivery. A single employer can use it to manage one annual PSA end to end. A professional services team can use it to run multiple PSAs in parallel, each with its own data, category mappings, reviewer history and results.
Own one PSA, end-to-end
Replace the spreadsheet cycle. Bring expenses data in from finance, HR and expense systems in whatever shape it arrives. Let AI handle the first-pass classification, then review the rows that actually need judgement.
- Standardised workflow across cycles
- Reviewer time goes to the rows that need it
- Confirmed decisions retained for next year
- Audit-ready trail for internal governance and HMRC enquiry readiness
Run a portfolio in parallel
Each engagement runs in isolation, with its own data, category library and learning history. Confirmed patterns for one client do not bleed into another. Dashboarding monitors progress across the book.
- Per-engagement isolation by design
- Portfolio dashboards for progress and risk
- Client-specific category mappings preserved
- Consistent reviewer workflow across engagements
A short walkthrough — 60 seconds
A quick tour of the review screen: AI suggestions and confidence scores, filters, reviewer actions and the grossed-up PSA calculation.
PSA Insights from the team
PAYE Settlement Agreements: getting the data right for 2025/26
Why the rules look simple but rarely are, and why the data side, not the rules, is where most in-house PSA cycles actually go wrong. The £150 annual function exemption trap, supplier-coding drift across the year, and what it takes to keep the classification step defensible.
Read the full articleSee PSA.I in action
See how PSA.I can reduce review effort and strengthen PSA governance, for a single employer or across a portfolio of clients.
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