From raw expense data to a defensible PSA
PSA.I takes expense data in whatever shape it arrives, suggests a PSA category for every line with a confidence score, puts the reviewer in control of every final decision, and produces a grossed-up PSA calculation, including Class 1B NIC.
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.
Flexible data ingestion
Upload spreadsheet-based data from finance, payroll, expense or general ledger sources. Column mapping supports client-specific file layouts.
AI classification with confidence
Each row receives a suggested PSA category and a confidence score, helping reviewers prioritise exceptions and edge cases first.
Reviewer-in-the-loop workflow
Categories can be confirmed, overridden or reassigned. The platform supports professional judgement rather than replacing it.
Data quality checks before review
Normalisation, duplicate detection and error handling clean the data up front, so reviewer time isn't wasted on avoidable noise.
HMRC-aligned reporting output
Once review is complete, PSA.I produces a grossed-up PSA calculation, including Class 1B NIC, ready for review and reporting.
| Benefit type | Cost of benefit | Grossed-up tax | Class 1B NIC | Total due |
|---|---|---|---|---|
| Business travel | 382.97 | 95.74 | 66.06 | 161.80 |
| Client entertaining | 201.35 | 50.34 | 34.73 | 85.07 |
| Staff entertaining | 1,248.50 | 312.13 | 215.37 | 527.50 |
| Staff welfare | 456.20 | 114.05 | 78.69 | 192.74 |
| Total | 2,289.02 | 572.26 | 394.85 | 967.11 |
Designed for the work, not around it
PSA.I is built specifically for PSA categorisation and reporting — not adapted from a general classifier or a general document tool.
Purpose-built for PSA
Designed around PSA workflow, categorisation and reporting, with dashboarding features to monitor progress.
Per-engagement isolation
Each PSA has its own data, category library and learning history. Confirmed patterns for one engagement do not bleed into another.
Defensible audit trail
Every upload, suggestion, override and final categorisation is recorded, supporting internal governance and HMRC enquiry readiness.
Human judgement built in
The platform is designed to accelerate review, not bypass it. Reviewers remain in control of every final categorisation.
Learns over time
Confirmed reviewer decisions improve future suggestions within each engagement, making the process more efficient as work progresses.
HMRC-aligned output
Produces a grossed-up PSA calculation by benefit type, including Class 1B NIC, ready for reporting.
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.
See 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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