Book a Discovery Call
Home What We Automate

By department

🎯  Sales📣  Marketing💬  Customer Support👥  HR & People🧾  Accounting & Finance📦  Operations🛠️  Software Development🔗  Cross-System

Company

Get to Know Us FAQ Book a Discovery Call

Language

EnglishČeštinaDanskDeutschEspañolFrançaisMagyarItalianoLietuviųNederlandsNorskPolskiPortuguêsRomânăSvenska
🧾 Accounting & Finance automation

Less copy-paste. More financial clarity.

AUTOMAIT connects your ERP, banking, expense and reporting tools so finance can spend its time on analysis instead of data entry.

Book a Discovery Call All automations
The problem

Your finance team is doing data entry, not analysis

Invoices, expense reports, payroll, reconciliations and tax filings — all while trying to deliver accurate forecasts and strategic insight.

Traditional accounting systems handle the basics, but they fall short on eliminating manual keying, ensuring real-time compliance and connecting workflows across departments. AI-powered accounting automation fills those gaps.

✕

Invoices keyed in by hand

✕

Receipts chased at month end

✕

Reconciliation that eats a whole week

✕

Approvals stuck in someone's inbox

✕

Reports that are out of date on arrival

✕

Forecasts built on last quarter's data

Capture → Reconcile → Report → Forecast

How it works, stage by stage

1

Capture & Record

Manual data entry slows down accounts payable, accounts receivable and expense management. AI extracts, validates and classifies financial data in real time, freeing accountants from repetitive keystrokes.

Result

Data lands in the ledger accurately, the moment it arrives.

Workflow examples

Invoice captureEmail trigger → AI (extract invoice data) → ERP (create AP entry) → Slack (notify approver)
Expense receiptsMobile upload trigger → AI (OCR + categorise expense) → accounting system (create record)
Payment matchingBank API trigger → AI (match payment to invoice) → CRM (update status)

Live example — AI invoice processing

Read invoice PDF→OCR extracts text→AI agent cleans into JSON→Structure & refine JSON→Split into line items→Generate unique keys→Update Google Sheet→Fetch master item data→Validate name & cost→Mark items valid or invalid
2

Process & Reconcile

Traditional systems do not handle matching, approvals or reconciliation efficiently. AI automates 3-way matching, flags anomalies and reconciles accounts instantly.

Result

Exceptions get attention; everything else clears itself.

Workflow examples

3-way matchingAP entry trigger → AI (validate PO, goods received, invoice) → ERP (approve for payment)
Bank reconciliationBank feed trigger → AI (auto-match transactions) → ERP (update ledger) → Slack (notify of exceptions)
Policy complianceExpense submission trigger → AI (flag non-compliant expense) → HR/ERP (route for review)
3

Report & Comply

Generating financial statements and staying compliant is usually reactive and manual. AI provides proactive, real-time insight and creates audit-ready documentation automatically.

Result

Numbers are current and the audit trail builds itself.

Workflow examples

Real-time reportingSchedule trigger → ERP (aggregate data) → AI (generate summary & insights) → BI tool (update dashboard)
Tax preparationTransaction trigger → AI (categorise tax obligations) → e-filing node (prepare report)
Audit trailTransaction created → AI (generate metadata + controls check) → cloud storage (log immutable record)

Live example — EDI parsing & reporting

Vectorise reference document via Drive + loader + splitter→OpenAI embeddings→Store in Pinecone for RAG reference→Trigger finds & downloads new EDI/TXT files→Extract raw text→AI agents with GPT-4 + Pinecone generate structured reports→Output formatted for Google Sheets or CSV/JSON
4

Forecast & Optimise

Accounting systems show the past; they do not predict the future. AI-driven forecasting gives finance leaders visibility into risk, opportunity and growth paths.

Result

Finance moves from reporting history to shaping it.

Workflow examples

Cash flow forecastingERP data trigger → AI (predict future inflows/outflows) → BI dashboard (visualise projection)
Budget vs. actualERP trigger → AI (compare actual vs. budget) → Slack (send variance alert)
Scenario planningManual trigger → AI (generate multiple financial models) → Excel/BI (present scenarios)
Keep exploring

Other departments we automate

🎯

Sales

Prospect to closed-won, on autopilot

📣

Marketing

Plan, produce, publish and prove ROI

💬

Customer Support

Faster answers on every channel

👥

HR & People

Hire, onboard and pay without the admin

📦

Operations

Plan, execute and optimise the supply chain

🛠️

Software Development

Ship faster with AI in the pipeline

🔗

Cross-System

Make every tool speak the same language

Ready to automate accounting & finance?

Book a 30-minute discovery call. We'll map your current workflow and show you the fastest quick win.

Book a Discovery Call Browse automations