Once the data is clean, automate what should not need a person
E-invoicing forces a business to get its finance data in order. That is an unpleasant reason to do a good thing — and once it is done, a lot of monthly work stops being necessary.
Accounts payable
Supplier bills captured on arrival, coded automatically against the right account and cost centre, and queued for approval instead of sitting in an inbox.
Approval workflows
Who can approve what, up to what value, with a record of who approved it. Removes the BOTIM screenshot as a control.
Bank feeds and rules
Transactions flowing in automatically and matching themselves, so reconciliation is a review rather than data entry.
Payroll and WPS
Payroll prepared, WPS files produced on schedule, and the journal posted to the books without anyone retyping it.
Receivables
Invoices issued on time, reminders sent on a schedule you set, and an aged receivables position you can actually trust.
Reporting
A monthly pack that tells you what happened and what is coming, rather than a trial balance you have to interpret.
Automation is a sequence, not a purchase
Buying software before fixing the process automates the mess. We work in a fixed order, and we will tell you when a step is not worth doing for a business your size.
Most small businesses need three or four things automated, not fifteen. The rest is expense dressed up as progress.
Map what actually happens
Not the process on paper — the one your team really follows, including the workarounds.
Fix the data
Coded items, clean suppliers and customers, a chart of accounts that means something.
Automate the repeatable parts
The steps that happen the same way every time, with no judgement involved.
Keep a human on the exceptions
Judgement stays with a person. Anything unusual is flagged, not silently posted.
Tell us where the month goes
Most owners can name the three tasks that eat their finance time. Tell us yours and we will say honestly whether automation would fix them, and roughly what it would cost.