Automation guide
Automate finance and accounting
In finance, repetitive work has a cost you don’t see on any invoice: closes that slip, expenses booked wrong, and skilled people acting as a keyboard between a PDF and the ERP. Most of that shuffling is automatable, with a safety net. Here’s which finance and accounting jobs you can take off your plate, which pay back fastest, and how to prioritize them.
The catalog
What you can automate here
The jobs in this area, grouped by family. The ones with a solution already built are linked; the rest are queued.
Supplier invoices
- Capture received invoices
- Extract data from invoices and credit notes
- Match invoices against orders and delivery notes
- Detect duplicate invoices
- Assign ledger accounts and cost centers
- Post invoices to the ERP or accounting system
Treasury and collections
- Reconcile bank transactions
- Match payments to invoices
- Identify unreferenced payments
- Schedule supplier payments
- Forecast cash positions
- Chase overdue invoices
Expenses and billing
- Collect expense receipts
- Validate expenses against policy
- Approve employee reimbursements
- Issue recurring invoices
- Generate invoices from orders, delivery notes or timesheets
- Send invoices and confirm delivery
Close and reporting
- Prepare periodic journal entries
- Calculate accruals and provisions
- Reconcile intercompany balances
- Consolidate results across entities
- Prepare the monthly close
- Generate financial reporting
How to choose
Where to start
Start with the highest-volume, lowest-judgment job: supplier invoice entry is almost always first, because it’s daily, measurable and bounded in risk. Follow with what’s chained to it —reconciliation and categorization— so accounting stops waiting for the close. Leave case-by-case accounting judgment for later. Everything starts in propose mode (the AI suggests, a person approves) until accuracy lets you release autonomy by document type.
Frequently asked questions
Capturing and extracting data from supplier invoices: it’s the most repetitive job, the easiest to measure and the most bounded in risk. Once invoices flow into the ERP with their account and tax, the natural next step is bank reconciliation and expense categorization, which are chained together. That order stops accounting from piling up for the close.
That’s why it starts with a safety net. On sensitive flows —accounting ledgers, taxes— the AI proposes the entry or category and a person approves it, until accuracy is high and you release autonomy by document type. And everything is measured and traced: if something goes in wrong, you see it, the rule gets fixed, and it doesn’t repeat. We don’t replace your accounting judgment; we take the typing off it.
No. We work on the one you already have (SAP, Sage, Holded, A3 and the like), connecting through its API or its usual data entry. We don’t sell you new software or ask you to migrate: the AI slots into the repetitive steps and leaves the data inside your system.
Shall we build it in your business?
You’ve pinned the area. We pick the first job and leave it running.