01 / By department

Finance automation

Automations for Finance teams, built rules-first and run for you.

Finance

Supplier invoice matching, automated end to end

Every supplier invoice is read, checked against its purchase order and delivery note, and booked for payment without anyone retyping it. Your team only sees the invoices that do not match.

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02 / USE CASES

Invoice Generation & Distribution

Scheduled run pulls client data from CRM, billing from accounting software, generates PDFs with templates, translates to client language, distributes via email/portal.

Expense and receipt processing

Receipts are read with OCR and fixed field rules, matched to cards and cost centres, checked against policy and booked into your accounting software for one-click approval. AI only steps in for the odd receipt the rules cannot read.

Payment reminders and collections

Open invoices are checked daily; polite reminders escalate on a schedule you set, and paid invoices are reconciled automatically.

Month-end close

Bank feeds are reconciled against the ledger, missing documents are requested automatically, a close checklist tracks every step and AI drafts the variance commentary for review.

SaaS spend control

Card and invoice data is scanned for subscriptions, matched with actual logins, and owners get a reminder before each renewal with the seats nobody uses.

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