Financial Automation Workflows
Select a workflow below to inquire about achieving flawless financial operations. Each system is designed for maximum accuracy and real-time visibility.
Automated Invoice Generation & Chasing
Generate and send invoices automatically based on project milestones or sales data. Auto-send polite reminders for overdue payments to improve cash flow.
Real-Time Financial KPI Dashboard
Aggregate data from your bank, payment processor, and accounting software into one live dashboard showing MRR, cash flow, burn rate, and more.
Expense Report & Approval Automation
Streamline expense claims. Employees submit receipts via email or app, and AI extracts the data and routes it for approval automatically.
Automated Bank Reconciliation
Drastically reduce month-end closing time. Our systems automatically match transactions between your bank statements and accounting software.
Subscription Management & Dunning
Automate the process of managing failed subscription payments. Intelligently retry cards and notify customers to reduce churn.
Supplier Invoice Processing & Payments
Use AI to read incoming supplier invoices, extract key data, route them for internal approval, and schedule them for payment.