Do we have to replace our ERP?

No. We connect to NetSuite, Dynamics 365, QuickBooks, SAP, Xero, Sage Intacct and others. Your ERP remains the system of record — the automation does the work between systems.

How is this different from OCR?

OCR reads characters and leaves validation, matching, coding and exception handling to your team. This completes the workflow, so the output is a posted transaction rather than a text file.

How do you handle fraud and control risk?

Supplier bank-detail changes are always flagged for human review, approval thresholds follow your policy, segregation of duties is respected, and every action is logged for audit.

Cost per transaction, hours per month, days to close, exception rate and processing time — measured before we start and again afterwards.

Finance Automation

Automate Repetitive Finance Operations

Reduce manual invoice processing, reconciliation, reporting and approval work — without replacing the systems your finance team already trusts.

Measured in cost per transaction, hours per month, days to close and exception rate. Not in models deployed.

Assess a Finance Workflow See what it costs you today

Fixed scope
Measurable ROI
Human-in-the-loop
Works with your existing stack

Trusted on complex technology delivery

Royal NavyCabinet OfficeSopra SteriaTPX Impact

Does any of this look familiar?

These are the symptoms we see before the numbers get measured.

Invoices are re-keyed from a shared mailbox into the ERP
Reconciliation happens in a spreadsheet nobody else can run
Month-end close depends on one person's undocumented routine
Approvals sit in email until somebody chases them
The management pack is assembled by hand from several sources
Nobody can state the cost per invoice processed

What this process costs you today

Before anyone talks about technology, it is worth knowing the number you are trying to beat.

A worked example

Modelled estimate

3 employees × 9 hours/week of repetitive processing = 1,404 hours/year.

At $45/hour loaded cost

$63,180

annual process cost

If automation removes

65%

of the manual effort

Recoverable capacity

$41,067

per year

A three-person AP function, before counting the cost of late payments or duplicate invoices.

Now run it on your own volumes

Your current process

Monthly invoices processed

Minutes of manual work per invoice

Fully loaded hourly cost

Error / rework rate

Assumptions

Fully loaded hourly cost of AP staff handling invoices
Error rework estimated at 1.5x the original handling time per failed invoice
Automatable share of 62–75% based on AP automation industry benchmarks
Payback modelled against a typical single-process implementation investment

Your estimated opportunity

Modelled estimate

Current estimated annual cost: $190,800≈ 2.6 FTE of manual effort
Potential automatable effort: 62–75%
Indicative payback: 2 months
Potential annual opportunity: $118,296 – $143,100

Assess this workflow

Directional planning estimate based on your inputs — not a quote or a substitute for finance sign-off.

How we work

1
Map
Sit with the people doing the work and document the process as it actually runs — including the workarounds nobody wrote down.
2
Measure
Establish a baseline: volume, handling time, error and rework rate, and what the process costs you today.
3
Build
Redesign the workflow and build it against your real systems and data — not a mockup or a slide.
4
Validate
Test against edge cases, confirm exception handling and approval gates, and measure the result against the baseline.
5
Deploy
Move into production with monitoring, runbooks and training — or recommend against it if the numbers do not hold up.

Before and after

Invoice processing

Today

Invoice lands in a shared mailbox
Downloaded and read
Values typed into the ERP
Emailed for approval
Chased until paid

After

Captured on arrival
Extracted and supplier-validated
Matched to PO and goods receipt
Coded and routed to the approver
Posted to the ERP on approval

Reconciliation

Today

Export from two systems
Match line by line in Excel
Investigate every difference
Re-run when data changes

After

Sources pulled automatically
Matched on your rules and tolerances
Only genuine exceptions surface
Reviewer sees the reason, not the raw data

Month-end close

Today

Chase colleagues for inputs
Run checks manually
Assemble the workbook by hand

After

Inputs gathered and validated automatically
Checks run and flagged
Pack assembled and ready for review

Invoice arriving by email, then extracted, matched against a purchase order, an exception routed to an approver, and a validated transaction posted to the ERP — How an invoice moves from inbox to posted transaction, and where a human still decides.Illustrative diagram

What we automate

Accounts payable and invoice processing
Two- and three-way matching
Bank and ledger reconciliation
Month-end close preparation
Management reporting packs
Expense processing
Supplier onboarding and master data

What you receive

The discovery call scopes your needs. Before paid work starts, your proposal confirms the deliverables, acceptance criteria, fee and any ongoing software or support costs. The call does not commit you to a project.

Process map for the target finance workflow
Baseline: cost per transaction, hours per month, exception rate
Working automation against your ERP
Tolerance rules and segregation-of-duties-aware approvals
Exception routing with full context for reviewers
Audit trail suitable for finance controls
Measured before-and-after against the baseline

What the numbers say

Every figure is labelled by where it comes from — measured customer results, industry benchmarks, modelled estimates, or commitments we make to you.

Evidence

80%

Faster invoice cycle time

Industry benchmark

95%

Fewer reconciliation errors

Industry benchmark

62–75%

Of manual AP effort automatable

Industry benchmark

Industry benchmarks are drawn from published automation research and our own delivery baselines. We will share the specific source and assumptions behind any figure here on request — and during the Assessment we replace them with measurements from your own process.

What we commit to

Audit

Trail on every automated action

Delivery commitment

Technology we build on

We are not tied to one platform. The right tool depends on the workflow, your existing stack, and what you can maintain.

NetSuiteMicrosoft Dynamics 365QuickBooksSAPXeroSage IntacctMicrosoft 365Power Automate

YardiSee the workflow MRISee the workflow Property managementSee the workflow ConstructionSee the workflow Accounts payableSee the workflow Invoice processingSee the workflow AP controlsSee the workflow NetSuiteSee the workflow Microsoft Dynamics 365See the workflow QuickBooksSee the workflow SAPSee the workflow XeroSee the workflow Sage IntacctSee the workflow

How we keep it safe

Human approval gates

You decide which decisions an automation may make alone and which require a person. Thresholds are configured to your policy.

Exception handling

Anything ambiguous, incomplete or out of policy routes to a named owner with the reason attached — it does not fail silently.

Audit trail

Every action is logged: what ran, on what input, what it decided, and who approved it. Built for audit and incident review.

Least-privilege access

Automations connect through credentialed, scoped integrations you grant and can revoke. Your systems stay the system of record.

How engagements run

Each stage is a decision point. You only continue if the previous stage justified it.

Stage 1

Process Assessment

Map one process, quantify what it costs today, and get a fixed implementation recommendation.

Fixed fee, credited against a Sprint Stage 2

Automation Sprint

Redesign and build the workflow, then prove whether the economics justify scaling it.

Fixed scope, fixed fee Stage 3

Production Implementation

Harden a validated workflow for real users, real data, security, monitoring and scale.

Scoped from the Sprint findings Stage 4

Managed Automation

Keep automations reliable as systems, rules and volumes change.

Monthly retainer

FAQ

Finance Automation FAQs

Next step

Assess a finance workflow

Pick the finance process that costs you most. We map it, measure it, and tell you what automating it is worth.

Assess a Finance Workflow Talk to our team