Examples and Use Cases

Finance Automation and Process Optimisation

Below you will find a library of finance automations and processes we can build and optimise for you and your team.

Invoice creation and updating

Automating the creation and updating of invoices, reducing manual effort, errors, and time to create and update invoices.

Outcomes:

  • Reduction in manual errors and inconsistencies in invoice data
  • Lowered administrative costs due to reduced manual processing
  • Improved cash flow management through timely invoicing
  • Enhanced tracking of invoice status and payment history
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Invoice validation, approval and sending

Automating the validation, approval and sending of invoices, reducing manual effort, errors, and processing time in managing accounts payable.

Outcomes:

  • Streamlined approval process leading to faster payments
  • Reduced instances of payment delays due to missing approvals
  • Increased accuracy in invoice validation, minimising disputes
  • Automated reminders for pending approvals, improving efficiency
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Expense creation and updating

Automating the process of capturing and submitting expenses, ensuring accuracy, compliance, and efficiency in managing company expenditures.

Outcomes:

  • Simplified expense tracking and categorisation
  • Minimised chances of duplicate or erroneous entries
  • Improved visibility into spending patterns for better budgeting
  • Enhanced efficiency in managing company expenditures
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Expense validation and approval

Automating the process of validating and approving expenses, ensuring accuracy, compliance, and efficiency in managing company expenditures.

Outcomes:

  • Expedited approval process leading to quicker reimbursements
  • Enhanced control over expense policy compliance
  • Reduction in non-compliant expense claims
  • Reduced processing time and administrative costs
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Audit trail

Automating the capture and storage of financial transaction data to ensure transparency, traceability, and compliance with auditing requirements and regulations.

Outcomes:

  • Comprehensive record of all financial transactions for auditing purposes
  • Increased transparency and accountability in financial operations
  • Facilitates compliance with regulatory requirements
  • Quick identification and resolution of discrepancies or anomalies
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Financial performance analytics and reporting

Analyse and report on key financial metrics, providing actionable insights for decision-making and stakeholder communication.

Outcomes:

  • Real-time insights into key financial metrics for informed decision-making
  • Customisable reports tailored to specific business needs
  • Enhanced visibility into revenue streams, expenses, and profitability
  • Streamlined reporting processes and improved stakeholder communication
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Finance chatbot

Implementing a standard finance chatbot to automate common financial enquiries and processes.

Outcomes:

  • Instant access to financial information and support 24/7
  • Faster resolution of finance-related queries and issues
  • Enhanced customer engagement and satisfaction
  • Greater efficiency and resource optimisation
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Create or update new bank transaction record

Automating the process of creating or updating new bank transaction records, within a Google Sheet or platform of your choosing.

Outcomes:

  • Automated recording of banking transactions for accurate financial records
  • Reduced manual data entry errors and reconciliation efforts
  • Enhanced visibility into cash flow and account balances
  • Enhanced efficiency in financial record-keeping
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Allocate credit note to invoice

Automating the process of assigning credit notes to corresponding invoices for accurate financial reconciliation.

Outcomes:

  • Efficient matching of credit notes to corresponding invoices
  • Minimised revenue leakage through proper allocation of credits
  • Improved accuracy in financial reporting and customer statements
  • Streamlined resolution of billing discrepancies and disputes
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Create or update inventory item

Efficiently manage inventory by automating the process of creating or updating items in the inventory system.

Outcomes:

  • Efficient management of inventory data
  • Reduced manual effort and processing time
  • Improved accuracy in inventory tracking
  • Enhanced forecasting accuracy for inventory replenishment
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Create or update new payment

Automating the process of creating or updating payment records, ensuring accuracy and timeliness in financial transactions management.

Outcomes:

  • Efficient management of payment records
  • Reduced manual effort and processing time
  • Improved accuracy in financial transactions
  • Reduced manual errors in payment data entry
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Create or update new purchase order

Streamline procurement processes by automating the creation or updating of purchase orders, enhancing efficiency and accuracy in purchasing operations.

Outcomes:

  • Streamlined procurement process with standardised purchase orders
  • Reduced manual effort and lead times
  • Enhanced accuracy and visibility into pending and completed purchase orders
  • Improved vendor relationships through timely order placement
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Create repeating sales invoice

Automate the generation of recurring sales invoices to streamline billing processes and ensure timely and accurate invoicing.

Outcomes:

  • Streamlined invoicing processes and efficient management of recurring billing
  • Minimised administrative effort and processing time in invoice creation for recurring billing
  • Improved billing accuracy and timeliness for recurring revenue streams
  • Automated reminders for late payments, decreasing instances of overdue accounts
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Create or update vendor

Efficiently manage vendor relationships by creating or updating vendor profiles, ensuring accurate and up-to-date vendor information.

Outcomes:

  • Centralised vendor management for better supplier relationships
  • Reduced administrative burden in vendor onboarding and updates
  • Improved accuracy in vendor information for procurement and payments
  • Enhanced accuracy in vendor data management
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Create or update estimate

Streamline project management by automating the creation or updating of estimates, ensuring accurate and efficient estimation of project costs.

Outcomes:

  • Decreased manual workload and processing time
  • Streamlined quotation process for faster response to customer enquiries
  • Enhanced accuracy in cost estimation for projects or services
  • Improved customer satisfaction through prompt and precise estimates
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Finance ticket pipeline creation

Finance ticket pipeline creation streamlines and expedites the handling of financial requests. It organises incoming tickets for efficient management, resulting in quicker resolution times and enhanced operational efficiency.

Outcomes:

  • Structured workflow for handling finance-related enquiries or issues
  • Optimised finance team productivity and resource allocation
  • Reduced resolution times through prioritisation and automation of ticket routing
  • Enhanced tracking and reporting for finance analytics and planning
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