15 problems finance and admin bring us, each with the cause, what it costs and what we build to fix it.
Why supplier invoices still get retyped into Xero or QuickBooks after buying a capture app, and how we automate invoice processing around the gaps.
Bank reconciliation still done line by line? Why bank rules fall short and how we automate bank reconciliation with matching and a short exception list.
Chasing unpaid invoices by hand gets skipped when you are busy. How we automate reminders from Xero or QuickBooks while keeping the tone and judgement yours.
Missing receipts for card transactions hold up month end and VAT. How we automate receipt chasing and matching so staff send them when they spend.
Customers over their credit limit still get orders because sales cannot see the ledger. How we automate credit control checks at the point of order.
Checking supplier invoices against purchase orders and deliveries by hand? How we automate purchase order matching and route only real mismatches to people.
Preparing VAT return data for your accountant turns into a quarterly scramble. How we automate the checks and data prep so the books are ready when due.
Hours copied from timesheets into payroll by hand cause errors and pay queries. How we automate payroll data from timesheets with checks before payroll runs.
Large customers pay many invoices in one transfer and send a remittance advice. How we automate remittance matching so each payment is allocated correctly.
Finished jobs that sit unbilled for weeks cost you cash and sometimes the whole invoice. How we automate the invoicing process from job completion to Xero.
A Stripe payout lands as one net figure that matches no invoice in Xero. How we automate Stripe payout reconciliation down to each charge, fee and refund.
Fintech startups often run payment operations by hand in spreadsheets. How we automate failed payments, returns, reconciliation and exception queues safely.
Which tools automate financial processes: accounting apps, Zapier or n8n, AI agents or a custom build? How to choose for each process, and when to call us.
Supplier invoices stuck for weeks waiting for a manager's approval? How we automate invoice approval routing so the right person signs off in one click.
Ticking supplier statements against your ledger by hand misses missing invoices and double payments. How we automate supplier statement reconciliation.