Remove the manual matching and re-keying from finance, from reconciling payments against your ERP to connecting disparate systems into one place to report from, so your team spends its time on the numbers, not typing them.
Bank feeds, card payments, remittances and payment platform settlements matched automatically to invoices and orders in NetSuite, SAP, Dynamics, Sage, Xero or QuickBooks, with part-payments and mismatches flagged and only the exceptions reaching a person.
Your ERP, accounting software, bank, CRM, payroll and spreadsheets connected into one data layer that understands your entities, chart of accounts and business rules, so the finance team reports from one trusted source and can ask questions of it in plain English.
Supplier invoices, receipts and remittance advice read, matched to POs and posted to the ledger, with accruals, intercompany balances and journals prepared for approval so the close runs to a timetable.
These are the problems we see most often in finance teams and accountancy practices. Yours won't be identical, so every build starts with understanding how your business works, then shaping the solution around your systems, team and goals.
A half-day mapping how a payment moves from bank to ledger, and which systems your finance reporting has to pull together.
Usually payment reconciliation, or the first systems connected into a finance data layer, built around your ERP or accounting software.
Connect your remaining systems into the finance data layer, then extend into invoice processing, month-end close and management reporting, run by your own team.
Billing pulled out of spreadsheets and into one source of truth for a creative agency. The same pattern matches payments to invoices across your bank, ERP and accounting software, and feeds one trusted data layer for reporting.
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A single source of truth for agency billing — letting account managers raise invoices and credit notes directly, syncing seamlessly with Xero, and putting financial projections at everyone's fingertips through a natural-language AI assistant.
Not sure where AI fits yet? Tell us what's slowing your team down and we'll show you what's possible, whether it's on this page or not.
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