Read once
Extract supplier details, dates, totals, and references from incoming files. Keep the source attached to the record.
Finance & accounting
Close the books. Lose the busywork.
Invoices arrive in one place. Approvals happen in another. We connect the work between them, so your finance team can spend more time checking the numbers and less time moving them.
Invoice workflow · illustrative example
Supplier invoice
- Document
- INV-042
- Destination
- Accounts payable
Check before posting
- SupplierMatched to supplier record
- Invoice numberNo duplicate found
- Purchase orderAmount needs a review
Review the mismatch → approve → send to ledger
Between the inbox and the ledger
Keep the checks. Remove the copying.
We start with one document flow and the exceptions your team actually sees. That might be supplier invoices, expense receipts, or bank reconciliation files.
Match the records
Compare invoices with orders and receipts. Flag duplicates, missing fields, and differences for a named reviewer.
Leave a clear trail
Record who reviewed an item, what changed, and whether the accounting system accepted it. Failed imports stay visible.
Month-end, without the scavenger hunt
What still needs attention?
A useful close view tells you what is missing, who owns it, and where the supporting document lives. We build that view around your actual checklist.
- Waiting for evidence
- Missing receipt, with a request to its owner
- Ready to review
- Matched records, source files, and reviewer notes
- Ready to report
- Approved data, with the last successful sync shown
Start with a representative batch.
Bring anonymised examples of straightforward invoices and awkward ones. We map the approval rules, build a small working flow, and compare its output with your current process before extending it.
Common questions.
Something else on your mind?
Will this replace our accounting software?
Usually the work sits around your existing accounting system: collecting documents, checking fields, routing approvals, and preparing imports. We check the available API or import format before proposing the connection.
What happens when an invoice is unclear?
It goes into a review queue with the original document and the reason it was held. We agree the checks and approval rules with your team; uncertain values do not silently become approved entries.
Can you work with several companies or currencies?
Yes, when those rules are part of the scope. We map company boundaries, currencies, account codes, and user access separately, then test the combinations against sample records before launch.