Finance Automation
Simplify invoice processing, reconciliation, and reporting workflows, with controls and approvals your finance team can trust.
Finance teams spend month-end on manual work.
Manual invoice entry
Supplier invoices arrive in every format and are keyed in by hand.
Time-consuming reconciliation
Matching transactions across systems takes days each period.
Exceptions found late
Mismatches and missing documents surface just before close.
Report assembly
Pulling data from several systems into reports is repetitive and error-prone.
What we automate.
Invoice capture & coding
Extract supplier, amounts, and line items, and suggest coding.
Purchase order matching
Match invoices to purchase orders and receipts, and flag differences.
Reconciliation support
Match transactions across bank, ledger, and sub-systems for review.
Approval workflows
Route items to the right approver with full context and audit trail.
Expense review
Check claims against policy and highlight exceptions.
Report preparation
Assemble data and draft commentary for management reports.
How an invoice flows.
Receive
Invoices arrive by email, upload, or supplier portal.
Extract
AI reads the document and captures the key fields.
Validate
Details are checked against purchase orders and rules.
Approve & post
Approvers review exceptions; clean invoices move to your accounting system.
Questions about finance automation?
Does it integrate with our accounting system?
We connect to your accounting and ERP systems through their integrations and confirm compatibility early.
Who approves what the AI prepares?
Your team. Approval rules and thresholds are configured so people review exceptions and key decisions.
Is there an audit trail?
Yes. Each automated step and human decision is recorded for review.
Can it handle invoices in different formats?
Yes. We test with your real document types during the proof of concept.