Works inside your systems
We work in the accounting and ERP software you already run, with your chart of accounts and approval rules.
- ERP & accounting access by role
- Your approval workflows
- Shared close checklists
- Documented procedures
Finance &
accounting.
We take on the day-to-day work of your finance team — payables, receivables, reconciliations and close — and automate the steps that slow it down.
Finance teams lose too many hours to keying in invoices and chasing reconciliations. We take that work on, and make it faster each month.
What we take on
Support for a single process or the full cycle, working in your accounting system and to your controls.
- 01
Procure to pay
Vendor setup, invoice capture, matching, approvals and payment runs, handled on time so early-payment discounts aren't missed.
- 02
Order to cash
Invoicing, cash application, collections follow-up and customer account queries, so money comes in sooner and disputes get resolved.
- 03
Record to report
Journal entries, account reconciliations, month-end close and management reporting, with a clear trail behind every number.
- 04
Finance automation
AI-assisted invoice extraction, automated matching and reconciliation rules, and dashboards that update themselves.
Accurate books, less manual work
Good finance operations depend on clean processes and controls you can trust, not just extra hands.
Controls built in
Processes designed around segregation of duties and your audit and compliance needs.
- Maker-checker reviews
- Audit-ready documentation
- Exception tracking
- Restricted payment rights
Automation where it pays
Repetitive steps handed to software, with a person reviewing anything unusual.
- Invoice data extraction
- Auto-matching rules
- Duplicate payment checks
- Live finance dashboards
From handover to a smoother close
- 01
Assessment
We review your current processes, systems, volumes and controls, and pick where to start.
- 02
Transition
Procedures documented, access set up and work shadowed alongside your team before we take it over.
- 03
Run
Day-to-day processing against agreed timelines, with regular reporting on accuracy and turnaround.
- 04
Automate & improve
Once the process is stable, we automate the repetitive steps and shorten the cycle.
You ask. We answer.
Do you replace our accountant or CFO?
No. We handle the transactional and operational work so your finance leads and outside accountants can focus on review, planning and decisions. Tax and audit opinions stay with your advisers.
Can you work in our existing accounting software?
Yes. We work in your system with role-based access and follow your approval rules. If you're moving to a new platform, we can help with that too.
How do you keep our financial data secure?
Access is limited to the people and functions that need it, activity is logged, and payment rights stay with your team unless you decide otherwise.
Can we start with just one process?
Yes. Many clients start with accounts payable or bookkeeping and add other processes once the first is running well.
Ready to lighten your finance workload?
Tell us which processes eat the most time, and we'll show you what we can take on and what we can automate.