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.
Read
AI reads each invoice, receipt or payment request as it arrives by email or through your approval form.
Approve
Each request goes through your own approval steps. Your team checks every entry before it is posted.
Post
Approved entries go straight into your accounting software. Nobody keys them in again.
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
We build on the accounts and software you already pay for, so the work stays inside your business.
AI prepares the entries. A person on your team checks them before anything is posted.
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]