Accounting & finance
AI and automation for accounting and finance teams
Finance teams spend a large share of their week moving numbers between systems, chasing documents and checking work by hand. That repetitive, rules-based work is exactly where automation is most reliable, and where AI can read documents and draft commentary.
Opportunities in accounting & finance
Invoice capture and coding
AI reads supplier invoices from email, extracts the details, suggests GL coding and routes them for approval — no re-keying.
Bank and credit card reconciliation
Automated matching of transactions to records, with only the exceptions sent to a person.
Month-end close
Close checklists that run themselves: reminders, status tracking, recurring journal entries and a dashboard of what is outstanding.
Expense review
Receipts checked automatically against policy, with out-of-policy items flagged for review.
Collections
Polite, escalating payment reminders sent automatically, with AI-drafted replies to customer questions.
Variance and management commentary
AI drafts first-pass explanations of budget variances for a finance lead to review and finalize.
Cash flow forecasting
Forecasts refreshed automatically from your accounting system and bank data instead of rebuilt in a spreadsheet.
Tools we work with
We are vendor-neutral and build on what you already use wherever possible.
- QuickBooks Online
- Xero
- Sage
- Dynamics 365 Business Central
- Power Automate
- Power BI
- Excel with Copilot
How we deliver it
Process & Workflow Automation · $5,000–$20,000 per workflow
Remove repetitive manual work — approvals, data entry, documents and hand-offs.
Data & Reporting · $4,500–$15,000
Dashboards and reporting that give leadership one trusted view of the business.
AI Kickstart · $2,500
A fixed-price, two-week program to find where AI will actually pay off in your business.
Frequently asked questions
Can AI do our bookkeeping?
AI can handle much of the repetitive work — reading invoices, suggesting coding, matching transactions — but a person should still review and approve. The goal is fewer hours on data entry and more on analysis.
Does this work with QuickBooks or Xero?
Yes. QuickBooks Online, Xero, Sage and Business Central all have integrations that automation platforms can connect to.
Find the opportunities in your business
Our AI Kickstart maps opportunities across every function and ranks them by value, effort and risk, in two weeks at a fixed price.