WHAT WE DO

We Automate Accounting Workflows
For Finance Teams

We don't do your accounting—we automate the workflows that slow your team down.
We build custom automation solutions for invoice processing, reconciliation, month-end automation, and exception handling—all tailored to your data sources and workflows. Connected to QuickBooks, Xero, Sage, and your ERP.

Invoice Processing Automation

We automate invoice capture, data extraction, validation, and routing. Invoices arrive via email and are automatically processed—no manual data entry, no file sorting, no errors.

Automated invoice processing workflow showing email capture, OCR extraction, and validation

Statement Reconciliation Automation

We automate bank statement, supplier statement, and POS data reconciliation. Transactions match automatically, discrepancies are flagged for review, and reconciliation time drops from days to minutes.

Automated statement reconciliation showing bank statements, supplier statements, and transaction matching

Month-End Close Automation

We automate accruals, prepayments, intercompany allocations, and compliance checks. Month-end checklists run automatically, so your books close faster with fewer errors and better audit trails.

Month-end close automation workflow showing accruals, prepayments, and closing processes

Exception Handling & Workflow Management

We automate exception flagging, routing, and tracking. Discrepancies are automatically identified and sent to the right reviewer, so your team focuses on decisions, not hunting for problems.

Exception handling and workflow management showing automated flagging, routing, and tracking of discrepancies
HOW WE WORK

Our Process: From Assessment to Automation

We're workflow specialists, not accountants. Here's how we improve your finance team's processes.

Assess

We analyze your current workflows to identify automation opportunities. We map your invoice processing, reconciliation, and month-end processes to find where manual work is slowing you down.

Configure

We set up automation workflows that match your processes. We connect to QuickBooks, Xero, Sage, or your ERP, configure routing rules, and set up exception handling—no IT required.

Optimize

We monitor results, measure time savings, and continuously improve your workflows. We track metrics, handle exceptions, and ensure your automation delivers the promised ROI.

Workflow Assessment

Workflow assessment process showing analysis of accounting workflows

We analyze your current
accounting workflows to identify
where automation will have the biggest impact.

System Integration

System integration showing connection to QuickBooks, Xero, and Sage accounting systems

We connect our automation solution
to QuickBooks, Xero, Sage, or your ERP.
Seamless integration, no disruption.

Ongoing Support

Ongoing support and optimization services for accounting automation consultancy

We provide training, support, and
continuous optimization to ensure
your automation delivers maximum value.

Important Note

We're Not Accountants—
We're Workflow Specialists

We don't do your accounting, bookkeeping, or financial reporting.
We automate the workflows that slow your finance team down.

Our expertise is in workflow automation, not accounting. We understand finance processes, but we focus on eliminating manual work—invoice processing, reconciliation, month-end tasks—so your accounting team can focus on the work that requires their expertise. We connect to your existing accounting system and automate everything outside it.

📧
Invoice
Arrives
🔍
OCR Extracts
Data
Validate &
Match
QuickBooks
Xero
Sage
Automated workflow • No manual entry

Invoices Processed

00k

Statements Reconciled

00k

Transactions Classified

00k

Month-End Closes Automated

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