Automation allows you to enjoy month end

Finance

Most accounting departments are manually intensive and spreadsheet-heavy, but the good news is that most of your low-value manual work may be automated.  We typically start by automating invoice matching, supplier payments and cash allocation.  Often we move on to the automatic production of monthly reporting which eliminates the manual collation of data in Excel.  On the other side, there is customer billing, balance due dates and a whole host of manual labour that may be automated to deliver quick turnaround times and reduce error rates.

How we have helped financial professionals …

Invoice Matching

We extract relevant emails from your inbox and download information and attachments. We post these documents into your booking system so that they are stored centrally and easily accessible. We validate the financial and non-financial data against your booking or finance system and present any issues in an exception report. A summary report displays a summary of the invoice matching process and key dashboard KPI information.

Travel and Expenses Management

Many companies will have an expense management solution but often data that is in a spreadsheet needs to be re-keyed in there. We are the glue that binds a number of systems and data sources together into an efficient business system.

System Automation

We can automate interaction with any local or cloud system within your business through a range of tools and techniques. This includes booking, finance and CRM. This allows for any current manual work such as re-keying of data from spreadsheets and other systems to be automated robustly without manual effort.

MI Production

Too many accounting departments still have a monthly task of collating board packs in Excel. This often involves a great deal of manual downloading of data and time-consuming editing and transformation to create the MI. We automate this process fully by downloading and aggregating the data automatically in a DataMart and then we overlay PowerBI intuitive dashboards and reports on top of the data.  You can even create ad-hoc reports by writing English questions in natural language.

Supplier Payments and Reconciliation

We match supplier invoices to your booking system and then validate them so that the cash can be allocated. We further integrate with payment gateways and supplier portals to make automatic payments to suppliers.

Extracting and Loading Data

We automatically extract data from a range of systems and transform and clean it before loading it into other required systems. This means that today no staff member needs to be cutting and pasting or downloading data from any systems manually. Any data may be automatically loaded into any system without manual labour involved.

Case Studies

  • Booking confirmation process now < 1 minute

    Barrhead Travel wanted an automatic solution to speed up their booking confirmation processes.

    Here's how we helped them

  • RPA solutions to help manage growth

    Helping My Cruises contain costs when growing extraordinarily through automation

    Find our more here