Finance teams spend their month keying invoices, chasing coding questions, and rebuilding the same report. Below are four automations we build, each one running on this page. The companies and numbers are invented; the behavior is exactly what ships.
A clerk opens the PDF, keys six fields into the ERP, pulls up the PO, compares it line by line against the receiving log, and either approves or starts an email thread. Repeat four hundred times a month. The errors that slip through are the quiet ones: paying for twelve when nine arrived.
Typically delivered as: AI Process Automation • Intelligent Integrations
Automate ThisThe point is not that it matches fast. It is that it knows which one to stop on.
Card transactions arrive uncoded. Somebody guesses at the GL account, or worse, dumps everything into a catch-all and lets the CPA sort it out in March. Job costing goes soft, and you stop trusting your own margin by division.
Typically delivered as: AI Process Automation • Intelligent Integrations
Automate ThisA model that codes everything at 100% confidence is lying to you. The flag is the feature.
Close takes nine days, and eight of them are assembling the same workbook. By the time the variance report reaches the owner, the month it describes is three weeks gone and nobody remembers why Coating ran light.
Typically delivered as: AI Process Automation • Intelligent Integrations
Automate ThisAnybody can render a chart. The value is the paragraph underneath it that says which job carried the month.
Most owners find out about a cash squeeze the week it happens. The information was there a month earlier, spread across the AR aging, the payables calendar, and a note payment somebody remembered on a Tuesday.
Typically delivered as: AI Process Automation • Intelligent Integrations
Automate ThisA forecast that only says "you will run short" is a worry. One that drafts the email is a tool.
Before you ask, here is roughly what you are signing up for. Precise numbers come after we see your systems.
One capability, from discovery to running on your real data. The invoice matcher is usually the fastest; forecasting takes longer because it needs history to calibrate against.
A single-workflow automation starts here. Multi-step work that touches your ERP and bank feeds lands closer to $15,000. See full pricing.
Your accounting system, a sample of real documents, and one person who knows why the exceptions are exceptions. That last one matters more than the first two.