Connect the records
Bring accounting inputs into a consistent workflow.
- Bank and card feeds
- Expense platform inputs
- Ledger data mapping
- Source record validation
Accounting automation with review built in.
Connect reconciliation, expense coding, recurring journals and reporting with accounting workflows that route exceptions to people and preserve the records behind each step.
“Everything they do for us is timely and exactly what we requested.”
A clear scope. Connected work.
Finance leaders improving repetitive accounting workflows across systems.
Match & categorize
Apply your accounting rules to repeatable work.
- Transaction matching rules
- Expense coding suggestions
- Unmatched item queues
- Human review routing
Prepare the close
Reduce repeated preparation across accounting periods.
- Recurring journal templates
- Accrual and prepaid schedules
- Intercompany matching support
- Close checklist workflows
Report & monitor
Make results and exceptions visible to the finance team.
- Financial report preparation
- Reconciliation workpapers
- Workflow status tracking
- Rule and approval history
From an agreed scope to a working routine.
Assess the process
We map your current close checklist and identify repetitive work with clear rules.
Connect & configure
We review available integrations and configure mappings, rules and review points.
Test with your records
Historical transactions help test normal cases, exceptions and reporting outputs.
Review & refine
We monitor manual interventions and adjust rules as your accounts and processes change.
Accounting Automation Services in practice.
Understand the work, the handoffs and the decisions that stay with your team.
Automate the repeatable parts of accounting
Bank matching, expense categorization and recurring journal preparation often follow patterns already documented by your finance team. Those rules become the starting point for automation.
Your close checklist remains the reference. We identify which steps can run automatically, which need a review before posting and which depend on accounting judgment.
Keep exceptions visible
A matching rule should not conceal an unexplained transaction. Unmatched items, unusual amounts and uncertain coding are routed for review with the source record attached.
Changes to account mappings or recurring schedules need a clear owner. The workflow records the rule applied and the review outcome so your team can trace the resulting entry.
Build around your current accounting stack
Share the platforms, bank feeds and spreadsheets involved in your close. We assess the available integrations and data quality before agreeing the workflow.
Multi-entity and intercompany work can be included where systems and accounting rules support it. Final accounting judgments, policy changes and sign-off remain with the responsible finance professionals.
Your questions,
answered.
What accounting work can you automate?
Typical candidates include transaction matching, expense coding, recurring journal preparation and financial report compilation. We assess the rules and exception volume before recommending a workflow.
Do we need to change accounting software?
Not necessarily. We review your current accounting platform and its integration options first. Any required connector, export or platform change is identified in the scope.
What happens when automation cannot match a transaction?
The item goes to an exception queue with the source data and reason for review. Your accounting team or the agreed reviewer resolves it before the workflow continues.
Can automation support our existing month-end checklist?
Yes. We map the workflow to your close steps and retain review points for tasks involving judgment or approval.
Let’s scope the work
you need covered.
Tell us about your systems, workload and review process.
Get a custom quote