Solution
Finance & back-office automation
Invoices, reconciliation and reporting handled in the background, with exceptions surfaced.
The situation
Month-end is a pile of exports, copy-pastes and checks. The exceptions are the only part that needs judgement, and they are buried in the volume.
What the system takes over
- Invoice and receipt capture from email and shared folders
- Matching records across systems and flagging mismatches
- Payment and subscription events reflected in your books
- Recurring reports assembled from live data
How a run goes
Four steps, and the last one is a person.
- 01
Collect
Records arrive from email, storage and payment systems.
- 02
Match
Records are matched across systems against your rules.
- 03
Flag
Mismatches and exceptions are listed with the reason.
- 04
Approve
A person approves postings above your defined thresholds.
Where a person stays in chargeAnything outside your rules is held, and postings above the threshold you set wait for a person.
Built with
The tools involved.
In delivered work — appears in something that shippedCompatible — the system can connect to it; scoped per project, no track record claimed
- StripeIn delivered work
- MakeIn delivered work
- n8nIn delivered work
- Google SheetsCompatible
- XeroCompatible
- QuickBooksCompatible
- ShopifyCompatible
See it
Questions
What people ask first.
- Do you touch our accounting data directly?
- Only through the access you grant, scoped to what the build needs. Credentials stay in your accounts.
Next solution: Dashboards & reporting
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