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Accounting & finance

Automation for accounting and finance

Cut manual document collection. Make routine checks more reliable. Leave every decision to a person.

Analyse my businessSee solutions for this industry
Accounting & financeIllustrative example

  1. Document received

  2. Data extracted

  3. Checks and duplicates

  4. Human approval

  5. Entry submitted

What we can automate

  • Collect documents

    Invoice collection and automatic chasing of missing documents. Document reading and key-data extraction.

  • Check entries

    Suggested accounting classification. Duplicate and anomaly detection.

  • Approve operations

    Bank and purchase-order reconciliation. Approval circuit with thresholds.

Explore the examples

  • Chasing missing accounting documents

    Missing accounting documents are requested automatically.

    A calmer month-end close.

    See the example

  • Supplier invoice capture and reading

    Incoming supplier invoices are read, checked and filed.

    Less manual re-typing to do.

    See the example

  • Reconciliation preparation

    Bank transactions are matched to invoices, ready for review.

    A reconciliation to check, not to build.

    See the example

  • Overdue invoice chasing

    Overdue invoices are chased with the right tone at each step.

    Payments tracked with less effort.

    See the example

What you gain

  • Less re-entry and fewer typing errors

  • Documents collected earlier in the month

  • Auditable approval circuit

  • A close that is spread more evenly over time

You stay in control

  • Approvals, accounting judgement, filings and sensitive decisions remain a human responsibility
  • No automatic payment without explicit approval
  • Accounting documents require controlled retention and access

Works with your tools

  • Xero
  • QuickBooks
  • Sage
  • Stripe
  • Gmail
  • Outlook
  • Google Sheets
  • Airtable

What's possible depends on your tools and the access available.

Going further

More possibilities for your business (6)
  • Hand-off to your accounting tool
  • Chasing customers on overdue invoices
  • Payment preparation for approval
  • Close preparation
  • Recurring financial reporting
  • Cash-flow tracking
Common problems
  • Documents are requested from clients several times
  • Manual entry takes a considerable amount of time
  • Duplicates and discrepancies go unnoticed
  • Approvals circulate by email
  • The close concentrates all the work at period end
How to measure progress

To measure for your business, not guaranteed results.

  • Share of documents collected automatically
  • Average approval time
  • Duplicates detected
  • Customer payment delays

Frequently asked questions

Does the data stay confidential?

Access is least-privilege, secrets are stored server-side, and every processing step is logged.

A process you'd like to move forward?

Tell us about it: we'll look at what can be automated for you.

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