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Financial process automation

Invoices, reconciliations and payment requests with fewer manual operations.

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What it is

Invoicing, payment control, statement reconciliation and payment requests. The final decision and tax responsibility stay with your accountant.

Typical problem

Reconciliation and payment control take days and depend on one person.

What you get

  • Invoices and payment control
  • Data reconciliation
  • Payment requests

Who it is for

  • Small businesses
  • Medium-sized businesses

Rough guideline

$300–$2,000

All prices here are approximate planning guides, not an offer. The final cost is set after the project is assessed and fixed in the contract.

Related services

Invoice processingInvoices are read, reconciled and passed on for payment.Financial dashboardsMoney, obligations and forecast on one screen for management.Digitizing accounting documentsSource documents turn into structured data for accounting.Financial analyticsProfitability, expenses and cash flow across different views.Automated request handlingA request lands in the CRM and with the right manager straight away.Sales automationThe funnel, tasks and reminders run without manual control.

Related solutions

Workflow AutomationBusiness process automation.

Questions

Where do we start if there are many processes?

With the most frequent and clearest one. We describe it, calculate the time it takes and automate one process before moving to the next.

What happens if the automation breaks?

We set up error notifications and a manual workaround. Important steps can keep a person’s confirmation.

Do we have to change our services?

Usually not. We start with what you have, as long as your services offer an API or export.

Tell us what needs to be built

We will tell you whether it can be done, how and roughly for how much. No obligation.

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