Every document receives the same attention.
- Download invoices and receipts from email
- Re-enter supplier, amount, tax, and project data
- Match purchase orders and delivery records
- Search for missing approvals
- Prepare reconciliations and reminders
Finance & administration
Move routine documents automatically. Stop at the exception.
Finance automation is useful when it gathers evidence, applies known rules, and makes uncertainty visible. Approval, accounting treatment, and financial authority remain with accountable people.
Routine matches pass; uncertainty is assigned.
- Documents are classified and fields extracted
- Deterministic rules compare source records
- Duplicates and discrepancies are held
- Approvers receive evidence and reason
- Approved entries and follow-up drafts are prepared
Integration surface
Built around the system of record.
Possible sources include QuickBooks, Xero, NetSuite, Dynamics, email, SharePoint, Google Drive, banking exports, procurement systems, and spreadsheets. Integration availability depends on the client environment and permissions.
Automate first
Intake, extraction, duplicate checks, known matching rules, missing-document requests, queue preparation, and reminders.
Human approval
Posting, payment, write-off, tax treatment, account changes, sensitive supplier action, and policy exceptions.
Pilot measures
Touches per document, exception rate, aging, time to approval, correction rate, and reconciliation preparation hours.
Start with a controlled queue
Choose one document type and one approval path.
We establish matching rules and exceptions before any write access is enabled.