For finance teams
Process the paperwork, review the exceptions
Finance teams lose days each month to keying in invoices, checking expenses and matching transactions. Automation prepares that paperwork and brings forward the exceptions, so month-end is a review rather than a scramble.
Where the time goes today
- Invoices are typed into the accounting system one at a time
- Month-end reconciliation takes days of manual matching
- Expense claims are checked line by line against policy
- Colleagues interrupt the team with the same questions about payments and budgets
What you keep control of
- Nothing is posted or paid without the approval you define
- Low-confidence fields are highlighted with the source document
- Approval limits follow your existing authority levels
- A full audit trail is kept for every entry
How it works
A typical flow
Invoices and receipts are read, matched against records and prepared for approval, with every step logged for audit.
- 1
Invoice arrives
Email or upload
- 2
Fields extracted
Vendor, amounts, line items
- 3
Matched to records
Purchase orders and contracts
- 4
Sent for approval
Mismatches highlighted
- 5
Posted and logged
Full audit trail
Use cases
What we build for finance teams
- 01
Invoice processing
Read, match and prepare invoices for approval, flagging anything that does not add up.
- 02
Expense review
Check submitted expenses against policy and route the questionable ones.
- 03
Reconciliation support
Match transactions across systems and list the items that need attention.
- 04
Finance Q&A
Let the team query figures in plain language instead of building another report.
How we measure whether it works
Before building, we agree which numbers should move and record where they stand today. These are the usual ones for finance work.
FAQ
Common questions
Does it work with Tally?
Yes, Tally is one of the systems we plan for, along with Zoho Books and common ERPs. We confirm the integration route for your version during discovery.
Is our financial data safe?
We agree up front where data is processed and which providers are acceptable. Processing can run in your own cloud, and access is limited to what each workflow needs.
Can it handle GST checks?
Yes. Tax amounts and registration numbers are validated as part of extraction, and mismatches are flagged for review rather than entered.
Have a process that should run itself?
Tell us what your team spends too much time on. We will come back with a clear view of what can be automated and how we would build it.