Finance automation

Fewer manual reconciliations at month end.

Bank files, ledgers, commissions and board packs, connected so finance checks the figures instead of assembling them.

What we automate in finance.

Three real examples, each from a different business.

A five-entity group reported against budget and prior year straight from the ledger, reconciled and available the morning after close.

Bank statements imported from two banks, categorised, with each deal's commission split computed and exports to payroll and accounting.

Supplier invoices read automatically, commission rates applied to invoice lines, and the commission invoice generated as PDF with an Excel export.

Invoices routed for approval and matched to the bank, with duplicate detection and an audit trail.

Finance only trusts what it can check.

Real systems, in production or in delivery. Client names are withheld.

Management no longer waits weeks for an assembled board pack. Consolidated P&L, budget and working capital, live from the ERP.

Constraint. Five entities, an on-premises ledger and a board pack assembled by hand after month end.

Cash, signed deals and commissions in one place, replacing spreadsheets reconciled by hand each month.

Constraint. Two banks, several currencies and a five-way commission split, reconciled by hand each month.

Doctors see which pharmacy has a medicine in stock, estimated from supplier invoices, and distributor commissions are billed automatically.

Constraint. Availability is not published anywhere, so it is estimated from supplier invoices.