What We Do
Finance teams that spend their time on data entry are not doing finance. Every invoice manually keyed into your accounting system, every expense receipt emailed to a human who categorizes it, every bank statement reconciled by hand: those are tasks that exist because the systems are not connected, not because the work requires financial expertise. Accounting automation closes those gaps. Invoices flow from your accounts payable inbox into your accounting system with line items extracted and categorized.
Bank transactions are matched to records and reconciled automatically. Expense reports are submitted, approved, and posted without leaving anyone's inbox in a pile. Your accounting team focuses on analysis, close, and the judgment calls that actually require expertise.
How We Work
We connect to your accounting platform, bank feeds, accounts payable inbox, and expense management system to build automation rules for each transaction type. Invoice processing uses AI extraction to pull vendor, amounts, dates, and line items, then matches them against purchase orders and routes discrepancies for human review. Bank reconciliation compares imported bank transactions against accounting records and applies matching rules that handle common patterns like timing differences and fee transactions automatically.
Expense categorization uses rules-based and AI classification, with uncertain categorizations routed to a review queue. AP approval workflows route invoices above thresholds to designated approvers based on vendor, amount, and cost center. Every automation includes exception handling that catches unusual transactions rather than silently processing them incorrectly.