01 / By role

Automation for CFO

Automations that take work off a CFO's desk.

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.

Read the breakdown

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.

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.

Purchase requests and approvals

Requests come in through one form or a Slack command, are routed by amount and budget, approved in one click and turned into a purchase order with the supplier.

Report Generation & Distribution

Every Monday at 8am, query all databases, aggregate metrics, generate formatted Excel report, create summary PDF, email to distribution list with role-based access.

Board and investor updates

KPIs are pulled from every system, charts are built automatically and AI drafts the narrative and the investor email for the founders to edit and send.

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