Finance & accounting operations
Invoice-to-ERP processing for a finance team
How we would remove line-by-line invoice entry for an accounts payable team, while keeping every check in place.
Read the projectFinance & accounting operations
Close the books faster, with fewer manual steps.
Finance work depends on controls and audit trails, and “mostly right” is not good enough. We automate the repetitive steps and keep people in charge of the judgement calls.
The problem
Where the time goes.
- 01
Invoices and expense claims are keyed in by hand.
- 02
Reconciliations are done in spreadsheets and take days.
- 03
Approvals are chased over email with no clear record.
- 04
Month-end reports are rebuilt from scratch each time.
Use cases
What we automate.
- 01
Invoice and PO processing
Documents read, matched and posted, with exceptions queued for review.
- 02
Bank and ledger reconciliation
Transactions matched automatically, leaving only the unmatched items for your team.
- 03
Approval workflows
Payments, purchase requests and journals routed with limits, reminders and an audit trail.
- 04
Month-end reporting pack
Data pulled from your ERP into a consistent report on a schedule.
- 05
Receivables follow-up
Polite, timed payment reminders that stop when the invoice is paid.
How it works
One workflow, step by step.
- 1Period closesTrigger
- 2Data pulled from ERPSAP, Xero or similarAutomated
- 3Checks runTotals and variances flaggedAutomated
- 4Finance reviews flagsYour team
- 5Report sentTo the same people, in the same formatAutomated
Services
The services that fit.
- n8n & workflow automationWorkflows built in n8n, Make or Power Automate that connect the tools you already use, so work moves without anyone retyping it.
- Document processingInvoices, purchase orders and reports are read, checked and entered into your systems, with exceptions flagged for review.
- AI audit & strategy workshopA paid, fixed-scope review of your processes that ends with a ranked list of what to automate and what it will save.
Related work
The free call
Find out what your team could stop doing by hand.
Book a free 30-minute call. We'll look at one process together and tell you honestly whether it is worth automating.
- First 10 minutesYou walk us through one process that eats your team's time.
- Next 10 minutesWe map the steps and point out what can run on its own.
- Last 10 minutesYou get a straight answer: automate it, fix it first, or leave it.
Free. No obligation. No sales deck.