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Finance Automation That Feels Safe, Simple, and Reliable
Typical problems in Accounting
and Automation Solutions
01Lengthy Month- and Year-End Close
Problem: Manually compiling, verifying, and reconciling financial data at the end of the month or fiscal year leads to extended closing cycles and delayed financial reporting.
How Automation Helps: Automation bots can standardize data collection, perform reconciliations, and flag discrepancies well before the close, ensuring that final reports are ready faster, with fewer errors and minimal human intervention.
02Slow Accounts Payable (AP) Invoice Processing
Problem: Manually entering and approving AP invoices reduces efficiency, increases the risk of data-entry errors, and hinders on-time payments.
How Automation Helps: With intelligent automation repetitive AP tasks—like reading invoices, validating invoice details against internal databases, and submitting them for approval—are automated, accelerating payment cycles and improving supplier satisfaction.
03Delayed Accounts Reconciliation
Problem: Manually matching transactions, identifying discrepancies, and correcting errors consume valuable time and hinder timely financial insights.
How Automation Helps: Intelligent automation bots can automatically compare ledgers with bank statements, highlight mismatches, and even suggest corrective journal entries. This speeds up the reconciliation process, reduces errors, and improves the accuracy of financial records.
04Integration Challenges Between ERP and Other Systems
Problem: Disconnected systems force employees to manually transfer financial data, leading to bottlenecks, lost information, and reporting inconsistencies.
How Automation Helps: Automation can act as a “digital bridge” between your ERP and other applications, automating data extraction, transformation, and loading processes. This ensures seamless integration, streamlined workflows, and a unified view of financial information.
05Managing Employee Expense Reports
Problem: Manually reviewing and verifying expense reports is time-consuming, prone to human error, and delays reimbursements and month-end reconciliations.
How Automation Helps: Bots can extract expense data from receipts, validate it against company policy, and submit accurate summaries for approval—streamlining the entire expense management cycle.
06Standardizing Financial Data from Multiple Sources
Problem: Gathering and normalizing financial data from various platforms—such as payroll, CRM, and inventory management systems—consumes resources and introduces inconsistencies.
How Automation Helps: Automation can continuously pull data from multiple sources, standardize formats, and ensure that your accounting system always has accurate, up-to-date information, eliminating manual data wrangling.
07Slow Customer Payment Application and Cash Allocation
Problem: Applying incoming payments to the correct customer accounts is often a tedious process, leading to misapplied funds, credit imbalances, and delays in revenue recognition.
How Automation Helps: Automated bots can read remittance information, match payments to invoices, and update records in real-time, accelerating cash application and improving cash flow visibility.
08Manual Journal Entry Creation and Validation
Problem: Crafting and validating journal entries by hand is error-prone, labor-intensive, and can impede timely financial close.
How Automation Helps: Automation tools can generate recurring journal entries, validate account codes, and ensure proper sign-offs, cutting down on mistakes and allowing staff to focus on more strategic accounting tasks.
09Audit overruns
Problem: Gathering documentation, verifying transaction accuracy, and ensuring adherence to regulations becomes a bottleneck during audits.
How Automation Helps: Automation can compile required records, cross-check entries against compliance rules, and prepare audit-ready documentation—reducing the time and stress associated with audit processes.
10Manual Invoice Creation and Dispatch
Problem: Preparing invoices, verifying billing details, and sending them to customers manually is time-consuming and prone to errors, potentially leading to delayed billing cycles and discrepancies in revenue recognition.
How Automation Helps: Automation can automatically generate invoices using standardized templates, pull accurate data from your CRM or ERP, and send invoices electronically to customers. By streamlining invoice creation and dispatch, you reduce manual effort, speed up billing cycles, and enhance overall cash flow management.
We get it – stability matters in accounting
Our automation fits seamlessly into your current workflows.
Easy to Implement
Non-Invasive
You stay in control. We start with one small task and show you exactly how it works, before scaling up.
Reduces Errors
Automation helps create consistent, audit-proof processes so your finance team can focus on value-added work, not manual input.
Quick Wins, No Commitment
Most clients see a return on investment within months. We often start with a pilot — no risk, just results.
See It In Action!
Watch how our technology transforms accounting
operations in minutes.
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