Let your accounting team focus on finance

When we are called in, we tend to find the same short list of repetitive finance admin:

• Processing supplier invoices
• Recording customer payments
• Sending payment confirmations
• Acknowledging received invoices
• Downloading invoices from supplier portals
• Preparing invoices for payment approval
• Following up on overdue accounts
• Preparing management reports
• Reconciling GST and preparing the BAS
• Checking whether invoice details are correct
• Comparing invoices with approved purchase orders
• Reviewing exceptions and identifying potential mistakes

These tasks follow straightforward steps.

They are simply repetitive, time-consuming, and essential.

The scale is measurable. At Stas & K, a food manufacturer, invoice entry alone took 3-5 hours every day. After automation, review takes about 15 minutes. 99% of invoice lines are coded by the system. Three AI models cross-check every field.

These tasks run around Xero, MYOB and an ERP. The connected services include accounts payable automation, credit control software and bank reconciliation software. They read and write through the API. The ledger stays exactly where it is.

This is exactly what intelligent automation was built for

Automation handles most of that list, with people reviewing exceptions.

A supplier invoice arrives by email. The system reads it and checks the ABN and GST. It codes the lines and matches the purchase order. It writes into the ERP and routes approval by supplier and amount. Data entry runs automatically.

A customer payment lands in the bank feed. The system matches it to the invoice and sends the thank-you automatically.

Overdue invoices are chased on your own schedule and in your own wording. The system keeps the diary.

Each morning, the manager gets a summary of overdue accounts, pending approvals and cash.

The checking is the part people underrate

Doing the task is half the job. The other half is noticing when something is wrong.

On every document that goes through, the system checks:

• GST calculations
• Supplier details
• Company names and addresses
• Invoice totals
• Purchase order matching
• Approval status
• Duplicate invoices
• Missing documentation
• Policy compliance

Anything that fails a check stops and waits for a person. Everything that passes carries on. Your team reviews the exceptions.

AI only where it earns its place

Plain rules handle much of automation and keep project costs grounded.

Most of a finance workflow is plain rules. They cost less and run the same way every time. A person can trace an error to a rule and change it.

AI earns its place at the messy edge. A PDF with an unusual layout. A scan of a scan. An email with the instruction in its third paragraph. A contract awaiting review and signature.

So the build is mostly rules, with AI where the input is human.

Let your finance team focus on finance

Accountants bring financial judgement to the business.

Their expertise belongs in analysis, planning and financial judgement.

Automating routine accounting gives your team more time for analysis and planning. They can work with colleagues and help the company make better decisions.

We build around your ERP and database. Your chart of accounts and approval rules guide the work, including who approves each amount.

See these case studies: back-office automation, statement reconciliation and invoice and AP automation. Or read our first article on what AI already automates today.