Automating Finance, Accounting & Billing

Reads receipts photographed or forwarded by staff, extracts amounts, dates, merchants and line items, categorises the spend, checks it against expense policy, auto-approves compliant claims and routes only exceptions to a human reviewer.

Automatically recovers subscription payments that fail (expired cards, insufficient funds) by retrying at the smartest times and sending well-timed, personalised update requests to customers, reducing revenue lost to involuntary churn.

Reads bank and card transactions and automatically assigns them to the correct ledger accounts and tax codes, learning the business's own patterns so day-to-day bookkeeping mostly maintains itself.

Captures supplier invoices arriving by email, PDF or portal, reads the fields (supplier, dates, line items, totals, VAT), matches them against purchase orders and goods-received notes (2-way and 3-way matching), codes them to the right ledger account, routes exceptions for approval and queues clean invoices for payment.

Prioritises which overdue customers to chase first based on risk and payment behaviour, then sends tailored, automated payment reminders (dunning) at the right time and escalates only the accounts that need a human.

Automatically matches transactions between systems (bank vs ledger, sub-ledger vs general ledger, intercompany accounts), clears the routine matches, flags the exceptions, and drafts supporting reconciliations so the monthly close runs faster.

Lets finance staff and managers ask questions of their financial data and documents in plain English ("what was gross margin in Q2 by region?", "which contracts renew next quarter?") and get grounded, cited answers instead of hunting through spreadsheets and reports.

Takes incoming payments and their remittance detail (which invoices a payment is meant to cover) from emails, PDFs, bank files and customer portals, then matches each payment to the right open invoices and posts it to the ledger automatically.

Continuously scans transactions, invoices, payments and journal entries to flag unusual patterns: duplicate invoices, suspicious vendor bank-detail changes, out-of-hours payments, budget overruns and entries that do not fit normal behaviour.

Drafts recurring and accrual journal entries with supporting logic, and writes the first draft of management-report commentary and variance explanations (why a line moved versus budget or last period) for finance to review.

Automates setting up new suppliers and customers: reads their documents, validates bank details, tax IDs and registration numbers against trusted sources, screens for duplicates and risk, and populates clean master data.

Builds forward-looking cash and financial forecasts (for example a rolling 13-week cash view) by learning from historical patterns, seasonality, receivables ageing and customer payment behaviour, so leadership sees cash and revenue risk earlier.

Turns contracts and usage into correct invoices, applies revenue-recognition rules (such as ASC 606/IFRS 15 timing), and continuously checks that what is billed matches what was contracted and delivered, catching under-billing and missed charges.