Finance & Accounting
From invoice to close without a spreadsheet in sight.
Process invoices, match purchase orders, reconcile accounts. Your AP team stops chasing paper and starts managing exceptions. Books close days faster.
THE PROBLEM
AP teams chase paper invoices, manually match purchase orders, and reconcile accounts in spreadsheets. The books take weeks to close.
OUR APPROACH
We deploy invoice processing agents that extract line items from any format, validate against POs, route exceptions for human review, and push to your ERP.
THE OUTCOME
Invoices clear in hours, not weeks. Your AP team manages exceptions instead of data entry. Books close days faster.
HOW WE SOLVE IT
The finance & accounting workflow, end to end.
We start from aP teams chase paper invoices, manually match purchase orders, and reconcile accounts in spreadsheets. The books take weeks to close. Each stage below is a deterministic step with a defined input, output, and failure path.
Capture
Invoices arrive via email, portal upload, or scan. The agent extracts vendor, line items, totals, and payment terms from any format, PDF, image, or EDI.
Match & Validate
Extracted data is matched against purchase orders and receiving documents. Three-way matches run in milliseconds. Discrepancies are flagged with exact line-item context.
Route & Approve
Clean invoices route to automated payment. Exceptions trigger human approval workflows via Slack or email with the discrepancy highlighted. No hunting through PDFs.
Reconcile & Close
Paid invoices are reconciled against bank statements automatically. Month-end close runs on completed data instead of waiting for manual entries to catch up.
Map your finance & accounting workflow
Bring the process that costs you the most time. We scope it against the framework above and tell you which stages are worth automating first.
Discuss your finance & accounting needsWHAT CHANGES
Where finance & accounting operations improve.
Three outcomes we hold the system to, measured against the process as it runs today rather than against a demo.
Invoices clear in hours rather than the weekly chase that keeps AP teams at month end.
Three-way matching against purchase orders and receipts happens before anything is paid.
Month-end close runs on reconciled data instead of waiting for manual entries to catch up.
NEARBY PROBLEMS
Verticals that hit the same bottleneck.
If your operation looks like more than one of these, start with the workflow that blocks revenue first.
Data Operations
Extract from PDFs, normalize across sources, push to your database. Data entry teams become data strategy teams, with errors caught before production.
Banking & Financial Services
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Financial Advisory & Wealth
Onboard clients faster, automate compliance checks, and deliver personalized planning updates. Advisors focus on relationships, not paperwork.
All 28 industries
The full index of sector systems, from healthcare to solar sales.
FAQ
Finance & Accounting automation: the questions buyers ask.
The questions finance & accounting teams ask before they start, answered without marketing language.
How does invoice processing automation work?
Invoices arrive by email, portal, or scan. AI agents extract vendor, line items, and totals from any format, match against purchase orders, route discrepancies for approval, and post clean data to your ERP.
How fast is invoice processing with AI?
Production deployments clear invoices in hours instead of weeks. Month-end close compresses because the data is complete, validated, and reconciled before the close cycle starts.
READY TO AUTOMATE
Scope the finance & accounting workflow with us.
Invoices clear in hours, not weeks. Your AP team manages exceptions instead of data entry. Books close days faster.