Finance & accounting teams - automation without dealing with developers

1. Data collection & ingestion

Automate the capture and organization of financial data across systems.

• Auto-import bank transactions from CSVs, APIs, or email attachments into your accounting software.

• Sync ERP and CRM data to maintain a single source of truth across departments.

• Monitor shared mailboxes for incoming invoices and auto-extract key data using OCR.

💡 Value: Eliminate data entry, ensure accuracy, and centralize key financial inputs.

2. Accounts payable & receivable

Accelerate invoice workflows and improve cash flow visibility.

• Auto-match incoming invoices to POs, flag mismatches, and route for approval via Slack or email.

• Send automated payment reminders to customers based on overdue AR status.

• Log every invoice into your ERP and notify stakeholders in real-time.

💡 Value: Faster cycles, fewer late payments, and reduced manual workload.

3. Expense management

Simplify and speed up reimbursement and policy compliance.

• Auto-approve or reject expenses based on predefined thresholds or policy violations.

• Extract data from receipts submitted via email or mobile app and sync to expense systems.

• Notify employees of missing documentation or flagged items automatically.

💡 Value: Save time on reviews, reduce policy breaches, and enhance employee experience.

4. Payroll processing

Ensure timely, accurate, and compliant payroll operations.

• Integrate time tracking apps with payroll tools to avoid manual entry.

• Pre-validate payroll data before processing, flagging anomalies like duplicate entries.

• Auto-send payslips via secure email with encryption and audit logging.

💡 Value: Fewer payroll errors, faster processing, and full audit traceability.

5. Month-end close & reporting

Close books faster and generate reports with confidence.

• Trigger task checklists automatically for close activities (e.g., reconciliations, accruals).

• Consolidate reports from multiple entities into a single dashboard view.

• Schedule and send financial reports to stakeholders on autopilot.

💡 Value: Cut close time by days and reduce reporting errors.

6. Compliance & audit readiness

Maintain always-on audit readiness with automation.

• Log all financial transactions and approvals in immutable audit trails.

• Monitor for suspicious transactions and auto-alert compliance officers.

• Generate documentation packs for external auditors on request, instantly.

💡 Value: Save time during audits, reduce compliance risk, and increase transparency.

7. Forecasting & financial planning

Support smarter planning with timely, connected data.

• Sync real-time revenue data from CRMs to your financial models.

• Pull and aggregate budget inputs from department heads via structured forms.

• Auto-update forecasting dashboards with latest actuals from accounting software.

💡 Value: Improve forecast accuracy and enable agile planning.