System integration
A connection between two systems, so data moves from one to the other without being keyed in again.
System Integration & Workflow Automation
Less repetitive work.
More time for decisions.
We connect your approval forms, email and accounting software, so your finance team stops keying in the same documents twice.
Two ways to run it
Your team starts each run and approves the work before it is posted.
01
Open your app
Open the app your team already uses, such as Lark, Google Workspace or Microsoft 365.
02
Click to run
Start the workflow with one button.
03
AI does the work
AI reads the documents and prepares the entries for you.
04
Review
Your team checks the prepared entries before anything is submitted.
05
Amend or approve
Fix anything that needs changing, then approve. The approved entries are keyed into your accounting system in one batch.
06
Log
Every run is saved in a log, so you can check and reconcile later.
New requests start the work on their own. You decide whether a person reviews it first.
01
New request comes in
A new invoice, receipt or request starts the workflow by itself. Nobody needs to press anything.
02
Review, if you want it
You choose whether entries stop for a review first or go straight through.
03
Done, with a log
Entries are posted, and every task is saved in a log for checking and reconciliation.
Product solutions
What we can build for your finance team.
Customized workflow automation
A workflow that follows your team's own rules and conditions, such as reading supplier invoices, routing them for approval based on amount or supplier, and posting them to your accounting software.
AI integration
A workflow that uses AI for the judgement calls a simple set of rules can't cover, such as reading invoices in any layout, choosing the right account for an unclear expense, or spotting entries that look unusual. Your team still reviews before anything is posted.
Private API / MCP setup
A private API or MCP connection to your system, so your own AI tools can work with your data. Set up once.
Standard workflow
A standardized workflow, set up on your systems and ready to use.
Good to know
Data mapping
Setting up fields, accounts and tax codes correctly.
Review step
Entries are checked or flagged before they are posted.
Testing and go-live
A trial run on your real data, together with your team.
Handover and support
Short staff training, plus 30 days of free support after go-live.
How it works
From documents to posted entries, with your team in control.
- 01Read
AI pulls out the supplier, dates, amounts and line items from each document.
- 02Match
Each document is matched to its supplier, payment request and GL account. Anything that does not match is flagged.
- 03Approve
Your team sees the prepared entries and approves or corrects them.
- 04Post
Approved entries are posted to your accounting system.
Systems
Built on the tools you already use.
Forms & approvals
Lark, Microsoft Forms, Google FormsAccounting
AutoCount, SQL Accounting, QNE, XeroCloud workspace
Google Workspace, Microsoft 365Spreadsheet
ExcelWorking with us
Built on your systems
We build on the accounts and software you already pay for, so the work stays inside your business.
You approve every entry
AI prepares the entries. A person on your team checks them before anything is posted.
Your choice after handover
After setup you decide how much access we keep, from none at all to an admin user for support.
Common questions
Does the AI post entries on its own?
No. AI reads the documents and prepares the entries. Your team reviews and approves them before they are posted to your accounting system.
Do we need to change our accounting software?
No. We build the automation on the systems you already use. Our current build works with AutoCount. If you use another system, contact us and we will tell you what is possible.
What kind of documents can it read?
PDF files and images, whether they arrive as email attachments or through an approval form.
What happens after setup?
We hand the automation over to your team and guide them through using it. You choose the access we keep: none, a backup copy with us, or our own admin user so we can support you.
Contact
See how it would look for your team.
Tell us how your team handles documents today and we will send you a short video of how it would look.
Or email [email protected]