Done For You

Done-For-You Finance & Accounting Automations

Invoices, collections, reconciliations and reports done daily, with finance approving what matters. Each automation is built, connected and run for you, live in 3 to 6 weeks.

Invoice Processing (Accounts Payable)

Supplier invoices read, matched to POs and queued for approval the day they arrive

Invoices entered the day they land. Every invoice in the AP inbox is read, coded and matched within hours, so the payables ledger shows what you actually owe today.
Errors stopped before the payment run. Duplicates, price and quantity mismatches, and changed bank details are flagged before cash leaves the account, not discovered afterwards.
Clear answers for suppliers. Your team sees the status of any invoice in one place, so a supplier question takes a quick lookup instead of a search through inboxes.

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Collections & Accounts Receivable

Overdue invoices followed up daily, disputes routed and payments matched

Every overdue account gets a touch. Small and mid-size balances get the same steady follow-up as the top accounts, so fewer invoices drift into the oldest aging buckets.
Disputes reach the owner the same day. A pricing, delivery or PO question is routed with the invoice and the customer's message attached, instead of waiting for the next aging meeting.
An aging report you can trust. Payments are matched to invoices as remittances arrive, so the aging shows what is really open and nobody chases a customer who already paid.

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Month-End Close & Reconciliation

Accounts reconciled every night, so close week is review instead of rework

Close starts nearly reconciled. By the last day of the month, most bank and card lines are already matched, and the open items each carry an explanation and an owner.
Fewer late adjustments. Unusual balances and missing accruals are flagged during the month, so fewer surprises turn up after the numbers have gone to leadership.
Evidence ready for audit. Every reconciliation carries its support, preparer, reviewer and timestamps, so audit requests take a download instead of a week of digging.

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Expense Report Audit

Every expense report checked against receipts and policy before it is paid

Every report reviewed. All lines are checked against receipts, card data and policy, so spend in the reports nobody sampled no longer goes unseen.
Faster payback for clean reports. Reports with no issues reach the manager with a summary and move to payment sooner, which employees notice.
Policy applied the same way for everyone. The same rules run on every report, and findings by team, merchant and rule show leaders where the policy needs changing.

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Financial Reporting & Cash Forecasting

Management reports and a rolling cash forecast built from live ledger data

Numbers leaders can use sooner. The pack is assembled as soon as the close is final, and interim views are available during the month, so decisions rest on current data.
Cash gaps seen early. The rolling forecast updates weekly from real receipts and commitments, so a shortfall shows up while there is still time to act.
Commentary that explains the why. Each material variance comes with the customer, vendor or account behind it, so review meetings start with answers instead of questions.

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Included add-on

Executive Ask: ask your business anything

One plain-English assistant connected to every system you run: CRM, helpdesk, ERP and accounting, HR, inbox and docs. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

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Ask it, for example

Which invoices over the approval limit are still waiting, and who is holding them?
Which customers promised to pay this week, and which of them actually did?
Which accounts are still unreconciled for last month, and who owns them?

Live in 3 to 6 weeks

1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.