Finance & Accounting
Automation Services
Automate routine ledger and cash flow tasks — from invoice matching to tax form preparation and financial report generation.
Ready to automate?
Book a free 30-minute audit and we'll build a custom plan for your Finance workflows.
Or email us directlyAll 15 Automations
Each workflow is custom-built for your specific tools and processes.
Accounts Payable & Three-Way Matching
Manual invoice matching across POs, receipts, and invoices takes hours and causes payment delays.
Automated extraction and three-way matching of invoices with POs and goods receipts, with exceptions flagged for human review.
Accounts Receivable & Invoice Reminders
Manually tracking overdue invoices and sending follow-up emails is inconsistent and time-consuming.
Automated invoice status monitoring with tiered reminder sequences sent via email on pre-defined schedules.
Expense Report Auditing & Card Reconciliation
Reviewing expense reports line-by-line and matching corporate card statements takes days each month.
AI-powered receipt scanning, policy compliance checks, and automatic flagging of anomalies for finance review.
Vendor Invoice Data Extraction & Payment Scheduling
Manually keying vendor invoice data into accounting systems creates errors and payment delays.
OCR and AI extraction of invoice fields directly into your ERP or accounting software with automated payment scheduling.
Payroll Processing & Tax Deduction Calculations
Running payroll manually and calculating deductions across employee types is error-prone and risky.
Automated payroll data collection, deduction calculation, and payslip distribution to employees.
Bank Statement Reconciliation & Ledger Updates
Manually matching transactions between bank statements and the general ledger consumes entire workdays.
Automated transaction matching with structured exception reporting for unmatched items requiring review.
Account Closure Processes & Balance Transfers
Closing accounts and transferring balances requires multiple manual steps across disconnected systems.
End-to-end workflow automation from closure request through final ledger entry and balance transfer confirmation.
Tax Form Preparation & Distribution (1099, W-2)
Gathering data and manually preparing hundreds of tax forms is error-prone and incredibly time-consuming.
Automated data aggregation, form population, compliance checking, and electronic distribution to recipients.
Multi-Currency Conversion & Transaction Logging
Manually looking up exchange rates and logging international transactions in base currency wastes hours.
Real-time FX rate fetching via API with automatic conversion and structured transaction logging in your accounting system.
Financial Report Generation (P&L, Cash Flow)
Pulling data from multiple sources to create P&L and cash flow reports takes days of manual work.
Automated data consolidation from all connected systems with scheduled report generation and delivery.
Credit Checks & Client Background Screening
Manually requesting and reviewing credit reports for new clients delays onboarding and decision-making.
Automated credit bureau queries with structured scoring reports delivered to your team within minutes.
Customer Refunds & Chargeback Dispute Processing
Managing refund requests and chargeback disputes manually across email and portals is slow and inconsistent.
Automated intake, documentation gathering, and dispute submission workflows with status tracking.
Journal Entry Creation & Posting
Recurring journal entries require manual input every accounting period, creating errors over time.
Template-based journal entry automation with rule-based triggering, validation, and automatic posting.
Cash Flow Forecasting Data Aggregation
Manually pulling data from bank accounts, AR, and AP to feed cash flow forecasts takes too long to be useful.
Automated data collection from all connected sources with structured output ready for your forecasting model.
Fixed Asset Depreciation Tracking & Ledger Entries
Manually calculating and recording depreciation for each asset is tedious and error-prone each period.
Schedule-based depreciation calculations per asset with automatic ledger entries and reporting.
Need a workflow that's not on this list?
We build completely custom automations too. Tell us your process and we'll figure out how to automate it.