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Reduce Clutter, Increase Control

Your finance team shouldn’t be buried in paperwork or chasing numbers. We help you scale intelligently.

Built for Accuracy, Compliance, and Speed

We help you automate without sacrificing control, traceability, or oversight.

01

Audit Manual Processes

We identify compliance-sensitive, approval-heavy, and multi-touch financial tasks that slow you down.

02

Build With Governance in Mind

We implement auditable, transparent workflows with controls and documentation at every step.

03

Connect ERP, Payroll & Bank Feeds

We integrate with your financial tools to unify transaction data, reduce reconciliation errors, and close books faster.

04

Track, Improve, Scale

We deliver dashboards that help Finance monitor time saved, risk reduced, and throughput improved.

Finance Automation Services

We automate back-office operations while enhancing governance and transparency.

Expense Management

Auto-categorize, route for approvals, and sync with accounting systems like Xero or QuickBooks.

Invoice & Billing Automation

Trigger invoicing from deals closed, automate payment reminders, and reconcile bank statements.

Compliance Workflows

Ensure audit-readiness and internal control adherence with automation-backed document trails.

Budget Planning & Rollup

Collect department forecasts, automate rollups, and notify stakeholders of deltas or approval needs.

Intercompany Transactions

Standardize and automate intercompany charges, allocations, and balance confirmations across entities.

Financial Reporting

Automate monthly reporting packs, dashboards, and distribute KPIs across leadership channels.

Finance Use Cases We’ve Automated

Discover how our AI automation solutions can transform your business processes.
Over 1200+ use cases and workflows are available to help you streamline operations, enhance productivity, and drive innovation.

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Tools & Integrations

We leverage the best tools in the automation ecosystem to ensure seamless integration and scalable solutions.

n8n logo

An open-source workflow automation tool. We use it for complex integrations and advanced logic.

OpenAI logo

Makers of GPT models. We use OpenAI’s APIs for tasks like summarization, classification, and more.

DeepSeek logo

An emerging open-source LLM platform focused on developer-friendly automation.

Anthropic logo

Creators of Claude, a highly capable AI assistant with strong reasoning and safety alignment.

Gemini logo

Google’s flagship AI model suite. We use it for enterprise-grade AI features and experiments.

Meta logo

Meta’s LLaMA models power on-device and private AI use cases. We use it for RAG and inference tasks.

RelevanceAI logo

A vector and analytics platform for AI workflows. Great for RAG, search, and classification.

Make logo

A powerful no-code automation tool. We build scalable, visual workflows across many tools.

Zapier logo

A simple way to connect web apps and automate repetitive tasks with minimal configuration.

Python logo

We use Python for custom logic, scraping, automation scripts, and advanced backend workflows.

LangChain logo

An LLM orchestration library. We use it to build custom AI agents and contextual pipelines.

AWS logo

Amazon Web Services for cloud computing, storage, and serverless functions. We deploy our solutions here.

...and over 7000+ applications we seamlessly integrate with.

If an application does not have a direct integration with our systems, we use their APIs to connect seamlessly.

Frequently Asked Questions

Yes. We build conditional logic into approval flows for invoices, budgets, and policy exceptions.
Yes. We follow strict access controls, encryption standards, and audit-logging practices.
QuickBooks, Xero, NetSuite, SAP, Stripe, banks, payroll systems, CRMs—any app with an API or file export.
Yes. From monthly close packs to real-time dashboards—we automate financial data distribution and visualization.
Finance teams save 30–70% of time spent on reconciliation, approvals, and reporting—plus faster closes.
Absolutely. We design workflows to be traceable, with timestamps, user actions, and document links for every step.

AI Automation ROI Calculator

Discover how much your business can save with our AI automation solutions

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Business Details

Bring Speed and Structure to Finance

Let’s eliminate repetitive tasks and free your team to focus on strategy, not spreadsheets.

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