Finance & Accounting Automation
If you're growing, finance becomes a bottleneck. Not because your team is slow—because they're drowning in manual work. The goal isn't faster data entry. It's knowing your numbers in real-time and spotting problems before they become crises, without hiring three more bookkeepers or waiting until Friday to answer "how's our cash flow?"
We build finance pipelines that solve five core problems
Your invoice arrives via email. Then the supplier uploads it to their portal. Then they mail a paper copy for good measure. Three versions of the same invoice. Meanwhile, your AP team is manually reconciling transactions across your accounting system, bank feed, payment processor, and that one spreadsheet someone created two years ago that everyone's afraid to stop using. From invoice capture to month-end close, we connect your systems so information flows automatically and decisions happen faster.
Capture Invoices Automatically
Email, portal, PDF - any format, automatic extraction without manual data entry.
Validate & Match
OCR with AI verification, supplier matching, duplicate detection before anything gets posted.
Route for Approval
Threshold-based routing to the right approver. Mobile-friendly. One-click approval.
Reconcile Automatically
Bank feeds matched, transactions categorised, exceptions flagged for review.
Close Faster
Real-time dashboards, automated journals, month-end in days instead of weeks.
The spreadsheet was never meant to be permanent
Manual Processes That Worked... Until They Didn't
Half of finance teams take six or more days to close the books each month. Most still rely on Excel for core close activities—it's cited as a key reason the close runs slow. Finance teams spend 43 hours on average closing the books, but over a third aren't confident the numbers are accurate.
This isn't a tooling problem. It's a workflow problem. It's Friday afternoon and someone asks about cash flow. You need to pull data from Xero, check the bank feed, cross-reference Stripe, verify what's in HubSpot, and reconcile it all in a spreadsheet. By the time you have an answer, it's Monday. It's the board meeting where you're presenting last month's numbers while they're making decisions about next quarter. The real cost isn't the software—it's the time your team spends moving information between systems instead of analysing it, and the decisions made on stale data because real-time visibility is impossible.
What This Actually Looks Like
The invoice that gets entered three times because it arrived via email, then the supplier portal, then paper mail—and now you're not sure which version is correct. The approval that sat in someone's inbox for two weeks because they were on holiday and no one else had authority. The reconciliation that takes three days because one £47.82 transaction doesn't match and you have to hunt through everything to find it. The month-end close that turns into a fire drill because you're manually reconciling across five different systems and someone just found an invoice from six weeks ago that never got entered. Invoices arrive in different formats and get re-keyed by hand—with 39% containing errors that need chasing. Approvals sit in inboxes. By the time you have the numbers, the decisions have already been made.
Key Issues:
Month-end close takes 3 weeks instead of 3 days
Cash flow is a mystery until it's a problem
One person holds all the financial knowledge
Humans decide. Machines execute.
Systems That Scale With You
We build pipelines that capture, validate, route, and reconcile automatically—pausing when they're uncertain and always routing decisions to the right person. No black boxes. No silent failures. Your team analyses the business instead of managing admin.
Real-time visibility means you see problems before they become crises. The supplier who usually pays in 30 days is now at 45? You know today, not at month-end. Cash flow trending down? You spot it when there's still time to act. Automated workflows mean nothing falls through cracks—every invoice gets captured, every approval gets routed, every transaction gets reconciled. Your finance team transforms from data entry clerks into strategic advisors who actually have time to analyse trends, spot opportunities, and guide business decisions.
How It Works
We connect your accounting software, bank feeds, and approval workflows into a single automated pipeline. Information flows automatically. Exceptions get flagged. Decisions happen faster.
Implementation:
Map Your Finance Workflow
We document your current process from invoice receipt to month-end close, identifying where manual work creates bottlenecks. Where do invoices arrive? Who approves what? Which systems hold which data? What breaks when someone's on holiday? We map the reality, not the theory.
Connect Your Systems
Accounting software, bank feeds, payment processors, approval tools, and CRM working together automatically. Invoice data flows from email to accounting system. Bank transactions match automatically. Customer payments update both finance and sales. No more copying between systems, no more version conflicts, no more "which system has the right number?"
Add Intelligent Automation
AI-powered data extraction pulls invoice details from any format—PDF, email, portal screenshot. Smart matching links invoices to purchase orders and suppliers. Duplicate detection catches the same invoice arriving three different ways. Exception handling flags anything unusual for human review. Automation handles the routine, humans handle the judgment calls.
Build Real-Time Visibility
Dashboards that show cash position, outstanding approvals, and close progress without waiting for month-end. See which invoices are stuck in approval. Track aging receivables. Monitor cash flow trends. Know where you stand right now, not where you were three weeks ago when you last had time to pull the reports.
Monitor & Optimise
Alerts when something needs attention—approval sitting too long, unusual transaction pattern, supplier payment terms changing. Continuous improvement without manual oversight. Your finance team focuses on analysis and strategy, not admin and firefighting. Month-end close goes from three weeks to three days.
Tools we integrate with
Ready to close faster?
30 minutes. No commitment. Let's map your finance workflow together.