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Accounting & Finance

A finance function that runs itself

Bill capture, approvals, reconciliation, collections, expense management and reporting automated end to end — inside the accounting system you already use.

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80%

Less Manual Entry

50%

Faster Monthly Close

6

Weeks To Deploy

At a glance
  • Finance workflow audit with time and cost baseline
  • Integration architecture and approval matrix
  • Automated AP capture, coding and approval routing
  • Automated AR invoicing and collections workflow
  • Bank feed rules and reconciliation automation
  • Expense management with policy enforcement
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Overview

Why this matters

Finance teams spend an extraordinary share of their week on mechanical work: keying invoices, chasing approvals, matching payments, exporting reports and reconciling systems that should already agree. None of it requires an accountant, but all of it consumes one.

Accounting automation removes that layer. We connect your accounting platform to the banks, billing systems, payroll, expense tools and e-commerce channels around it, automate the routine paths, and route only the genuine exceptions to a human — which is what your team should have been doing all along.

The difference

What you actually get

Four things that separate this from the version you have tried before.

Your Ledger Stays Central

We automate around QuickBooks, Xero or NetSuite — you are not migrating to anything new.

AI Document Capture

Invoices and receipts read, coded and matched automatically, with confidence-based review.

Controls Built In

Approval thresholds, segregation of duties and complete audit trails on every automated action.

Sales Tax Automated

U.S. nexus monitoring, rate calculation and filing-ready reports handled continuously.

Scope of work

Everything included in Accounting Automation

The full scope we can take off your plate — engaged together or piece by piece.

Accounts Payable Automation

Invoice capture, AI coding, multi-level approval routing, payment runs and vendor self-service.

Accounts Receivable & Collections

Automated invoicing, payment reminders, cash application and aging escalation workflows.

Bank Feeds & Reconciliation

Automated matching rules that clear the routine transactions and surface only real exceptions.

Expense Management

Corporate card feeds, receipt capture, policy enforcement and automatic employee reimbursement.

Sales Tax Automation

Economic nexus tracking by state, checkout rate calculation and filing-ready reporting.

Reporting & Close Automation

Scheduled statements, recurring journals, close checklists and live dashboards for leadership.

How we work

A clear path from first call to results

No mystery phases, no invisible months — you know what happens and when.

01

Finance Workflow Audit

Every finance process timed and costed, from invoice arrival to the closed period.

02

Design The Architecture

Tool selection, integration map, approval matrix and the control framework, all documented.

03

Implement & Parallel Run

Automations built and run alongside the manual process until the two reconcile exactly.

04

Cut Over & Refine

Full rollout with monitoring, team training, and a quarterly review to keep tightening the close.

Deliverables

What lands in your hands

Concrete outputs you own — not a monthly status call and a slide deck.

  • Finance workflow audit with time and cost baseline
  • Integration architecture and approval matrix
  • Automated AP capture, coding and approval routing
  • Automated AR invoicing and collections workflow
  • Bank feed rules and reconciliation automation
  • Expense management with policy enforcement
  • Sales tax nexus tracking and reporting setup
  • Live finance dashboard and documented close checklist
Tools & platforms

We work in the systems you already run

No proprietary platform to get locked into. Every account, licence and integration stays in your name.

  • QuickBooks Online
  • Xero
  • NetSuite
  • Bill.com
  • Ramp
  • Expensify
  • Avalara
  • Make + n8n
FAQ

Questions we get asked

Straight answers, including the ones other agencies avoid.

No. In almost every engagement your existing ledger stays exactly where it is and we automate the workflows feeding into it. We only raise a migration when the current system genuinely cannot support what you need, and that is your decision to make.
It strengthens them. Approval thresholds are enforced by the system rather than by memory, segregation of duties is configured rather than assumed, and every action leaves a timestamped audit trail. Auditors generally prefer the automated version.
Implementation is quoted as a fixed project after the audit, and the audit itself tells you the hours currently consumed by the processes in scope. Most U.S. finance teams recover the build cost within six to nine months of saved time.
It is designed to. Clients on our bookkeeping or accounting engagements get automation applied to their own close, which is exactly why those closes keep getting faster each quarter.
Keep exploring

Pairs well with

Most clients combine two or three of these into a single engagement.

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Ready to talk about accounting automation?

Book a free 30-minute consultation. We will tell you honestly what you need, what you do not, and what it costs.

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