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Finance Automation
Keep your financial work moving.
Turn invoices, inventory movements and recurring administrative work into organized accounting workflows. Keep the source document, the record and the review together.
Explore the service with Atlas, our fictional demo company.
What we can connect
- Invoice scanning and structured data extraction
- QuickBooks bills, customer invoices and inventory workflows
- Payroll preparation and recurring administrative tasks
- Reconciliation, exceptions and review queues
- Financial reporting connected to operational records
How the work moves
Capture an invoice or financial record from its original source.
Extract the fields, apply business rules and match related records.
Route exceptions and sensitive changes for review.
Update the connected accounting workflow and preserve traceability.
Connectable with
Connect this service with other systems so work keeps moving between teams.