Finance automation

Build it once. Then stop doing it.

Every finance team repeats the same handful of tasks a few hundred times a year. Automation is not a gadget bolted onto that, it is the decision to build the repetitive parts properly once so the cost of month two is lower than month one.

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Built after the process is stableRuns in tools you already ownYou keep it if we part ways

What gets automated

The work that repeats.

We do not automate judgement. We automate the fetching, matching, chasing and formatting that sits around it.

Invoice follow up

Overdue invoices chased on a schedule, in your tone, escalating politely, stopping the moment payment lands. Most businesses recover more from doing this consistently than from any pricing change.

Document capture

Bills and receipts pulled from email and messaging, read, coded and pushed into the ledger with the source attached, so the evidence file builds itself.

Matching rules

Recurring transactions coded automatically once the pattern is proven, with anything unusual held back for a human.

Reporting packs

The same report you build by hand every month, generated and delivered on schedule instead.

Approvals

Spend routed to whoever needs to approve it, with a record of who approved what and when.

{head_row("Before and after","What actually changes in the workflow.", "The same month end, drawn twice. Above is how most finance functions run it. Below is the same process once the repeatable steps have been built out.")}
MANUAL, EVERY MONTH Chase receipts Enter by hand Code each line Match to bank Build reports Close, day 12 Seven manual steps. Repeated in full, every single month. BUILT ONCE, THEN RUNNING Capture, code and match CONTINUOUS · NO PERSON NEEDED Exceptions only A PERSON DECIDES Review JUDGEMENT, NOT DATA ENTRY Close, earlier The judgement stays with a person. The repetition does not come back.

How much earlier depends on your volume, your systems and how clean the starting point is. We will give you a realistic figure after the review rather than a number from a brochure.

Your numbers, not ours

What is the manual work actually costing you?

Rather than quote someone else's results, work it out for your own business. Adjust the three inputs and the figures update as you move them. Nothing is sent anywhere.

40 hrs
$15
45%

Most finance work splits into judgement, which needs a person, and repetition, which does not. Only the repetitive share is realistically automatable, and never all of it.

Repetitive hours per month18
That time, per year216 hrs
Annual cost of the repeatable work$3,240
45% of the work

An estimate from your own inputs, not a quote and not a promise. How much of it is genuinely worth automating depends on your systems, and we will tell you honestly if the answer is not much.

Order of operations

Why we automate last, not first.

Automating a broken process gives you a broken process running faster. This is the single most common mistake we are called in to undo.

STEP 01

Understand

We do the work manually for a cycle or two first. You cannot automate a process you have not personally felt.

STEP 02

Stabilise

Fix the categorisation, the chart of accounts and the reconciliation. Automation built on unstable foundations breaks noisily.

STEP 03

Build

Automate the parts that are genuinely repetitive, in tools you already pay for where possible.

STEP 04

Hand over

Documented, in your accounts, yours to keep. We would rather earn the next month than hold your process hostage.

Questions

Automation questions.

Will this replace our finance staff?
Usually the opposite. It removes the low value work they resent, which is the work that makes good finance people leave. Headcount decisions are yours and we do not pretend to make them for you.
Do we need new software?
Often not. Most accounting platforms have capability nobody switched on. Where a new tool genuinely earns its cost we will say so, and say what it costs.
What happens if we stop working with you?
Everything is built inside your accounts and documented. You keep it. We think that is the only honest way to sell this.
How long before it pays for itself?
Depends on the task and the volume. Invoice follow up and document capture usually pay back fastest. If we cannot see a plausible payback we will tell you not to bother.
Is any of our data sent to third parties?
We tell you exactly which tools touch what data before anything is built, and we keep it to the minimum the job needs.

Related: bookkeeping, reconciliation, capacity for accounting firms.

Get in touch

What are you doing by hand every month?

Tell us the task that annoys you most and we will say honestly whether it is worth automating.

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Or reach us directly on WhatsApp +92 324 2639258 or at finnoviaconsultants@outlook.com