Finance automation
The same tasks.
Less of your time.
We help simplify recurring finance work using the tools you have, with clear checks and people in control.
See what could change
Choose a familiar task.
These are illustrative workflows. The right setup depends on your software and the way your business works.
From inbox to an organised record.
The repetitive part
Typing details from each invoice into the accounts.
A more useful workflow
Capture invoice details, then check and approve the proposed entry.
Missing information and unusual entries still need a person to check them.
Make follow-ups more consistent.
The repetitive part
Checking overdue invoices and writing the same reminder again.
A more useful workflow
Set a reminder schedule with clear exceptions and ownership.
Disputed balances and sensitive customer relationships need a personal approach.
Spend less time assembling reports.
The repetitive part
Repeatedly copying the same data into monthly spreadsheets.
A more useful workflow
Use agreed data sources and repeatable report templates.
Check completeness and reconcile the output before using the report.
Beyond the obvious tasks
Make your systems
work better together.
We can also help assess bank-feed rules, connections between compatible tools, approval points and recurring data preparation.
We start with a specific problem. Then we agree the workflow, access, costs and responsibilities, test typical transactions and exceptions, and document how it works.
- Start with your existing software
- Agree what needs human approval
- Test before putting changes into use
- Leave clear handover notes
Keep the judgement.
Reduce the repetition.
Accounting decisions, unusual transactions and approvals still need attention. We agree what runs automatically, what needs checking and who owns the process.
Which task keeps
coming back?
Tell us what you repeat, and which tools you use.