Finance and accounting automation.
Close faster, pay and collect on time, and see your cash every day, with your team reviewing instead of re-keying.
accounts payablereceivablesmonth-end closecash forecastingexpenses
> 01 / where are you today?
The finance maturity ladder
Pick the level that sounds most like your team. You'll see the next step worth taking.
level 1Manual
what it looks like
Bills keyed by hand, the bank reconciled in spreadsheets, month-end takes weeks.
what it costs you
Late closes, keying errors and decisions made on last month’s numbers.
→ next step
Connect bank feeds and route every invoice to one inbox.
level 2Connected
what it looks like
Bank feeds and one AP inbox, but coding, matching and collections are manual.
what it costs you
Days spent on reconciliation and chasing payments.
→ next step
Automate invoice capture, matching rules and collection reminders.
level 3Automated
what it looks like
Invoices, matching and reminders run themselves. People approve and handle exceptions.
what it costs you
Cash planning still lags and exceptions arrive without context.
→ next step
Add a rolling cash forecast and explained exceptions.
level 4AI-assisted
what it looks like
Exceptions arrive explained, anomalies are flagged and the cash forecast refreshes daily.
what it costs you
Rules drift as the business changes.
→ next step
Monthly tuning and a finance KPI report.
> 02 / before and after
Systems do the routine. People make the calls.
01 bills
before
Typed in by hand
Typed in by hand
after · automated
Read and coded automatically
Read and coded automatically
02 approvals
before
Chased by email
Chased by email
after · your team
One click, routed by your rules
One click, routed by your rules
03 bank rec
before
Spreadsheet ticking
Spreadsheet ticking
after · automated
Matched as transactions land
Matched as transactions land
04 collections
before
When someone remembers
When someone remembers
after · automated
Scheduled, polite reminders
Scheduled, polite reminders
05 close
before
Weeks of catch-up
Weeks of catch-up
after · your team
Reviewed and signed off
Reviewed and signed off
06 reporting
before
Built by hand monthly
Built by hand monthly
after · automated
Live dashboard and cash forecast
Live dashboard and cash forecast
> 03 / what to measure
Eight finance metrics that matter
Days to close↓ time
Cost per invoice↓ money
Days sales outstanding↓ cash
Touchless invoice rate↑ time
Reconciliation exceptions↓ accuracy
Cash forecast accuracy↑ control
Late fees paid↓ money
Early-payment discounts↑ money
> 04 / by size
What changes with scale
growing businesses
The owner or a bookkeeper does everything. Get them out of data entry and into the numbers, on the accounting system you already use.
established organizations
Several entities, auditors and approval limits. Standardize the close, enforce segregation of duties and keep a complete audit trail.
> 05 / where to start
Build it in this order
1 · finance/invoice-intakeInvoice intake →Reads invoices from email, codes them and queues them for approval.
2 · finance/month-end-closeMonth-end closeBank feeds, matching rules and a close checklist that tracks itself.
3 · finance/collectionsCollections follow-upPolite, scheduled reminders on overdue invoices.
4 · finance/cash-forecastRolling cash forecastA 13-week forecast refreshed daily from bank and receivables.
See how finance plays out in your sector on the industries matrix.
> 06 / questions
Finance and accounting, answered
Do we need new accounting software?+
Usually not. We connect to the system you already run and add only what is missing.
Will our auditor accept it?+
Every step is logged with the source document attached, which usually makes audits easier, not harder.
What happens to the time we save?+
That's your call. Most teams put it into customers, growth and the projects they keep postponing.
> step 1 · 30 minutes · free
Close the books in days, not weeks.
You'll leave the call with three things worth fixing, whether or not we work together.