Beyond Cloud Accounting

Automate invoicing, approvals, reconciliation and reporting — reduce manual work and focus on decisions that drive growth.

See how it works

Works with your existing stack

SupabaseTailwind CSSTeamworkNext.jsZoho OneVercelXeroOffice 365ReactGoogle Workspace

Service SummaryAccounting Automation and Systems Integrations

From accounting stack setup to automated invoicing, approvals, reconciliation, and reporting—we design finance workflows that eliminate duplication, reduce errors, and give you better visibility into your numbers.

Accounting stack setup & cleanup

We assess your current systems, clean up data inconsistencies, and configure your accounting software for optimal workflow. Get a solid foundation before automating.

Workflow automation & integration

We design and implement automated workflows for approvals, expense processing, and journal entries. Connect your CRM, payroll, banking, and document capture tools into a coherent finance system.

Invoice & payment workflows

Automate invoicing from your CRM, sync payments to your accounting system, and streamline reconciliation. Reduce manual entry and improve cashflow visibility.

Document capture & bookkeeping automation

Automate document capture, categorization, and posting to your books. Eliminate manual data entry, reduce errors, and speed up month-end close.

Our process - How we work

We follow a structured five-stage process—from initial discovery through to execution. Each stage has clear outputs and decision points, so you always know where you are, what's next, and what you're committing to.

Discovery

We begin with open conversations to understand your business—how you operate today, where the friction sits, and what success looks like for you. This is pure fact-finding: no solutions pitched, no packages pushed.

We map your current systems, document pain points, and identify constraints—whether technical, budgetary, or organisational. We ask the questions that matter: what's working, what's not, and what you've already tried.

By the end of discovery, we have a shared understanding of your situation. You know if we're the right fit, and we know if we can genuinely help. No commitment required—just clarity.

Included in this phase

  • Initial consultation
  • Pain point mapping
  • System audit
  • Fit assessment
Discovery Session

Business Assessment

Current systems documented
Pain points identified
Constraints mapped
Success criteria defined
Progress50%
Pain Point

Manual data entry across 3 disconnected systems

High Impact

System Audit

12 systems reviewed

Scope Definition
Workshop Output
In Scope
CRM Integration
Workflow Automation
Reporting Dashboard
Out of Scope
Mobile App
Legacy Migration
Dependencies
A
B
C
3 system dependencies mapped
Option A
Timeline8 weeks
ComplexityMedium
Recommended

Problem Defined

Clear boundaries set

Scoping Workshop

With discovery complete, we run a focused workshop to translate your challenges into defined problem areas. We establish system boundaries, surface assumptions, and identify dependencies that could affect delivery.

This is where we get explicit about scope: what's in, what's out, and why. We explore high-level options together—quick wins vs deeper fixes, build vs buy, phased vs single delivery—so you can make informed decisions.

You leave the workshop with a clear picture of the problem space and the trade-offs involved. No ambiguity, no scope creep later—just alignment on what we're solving and how.

Included in this phase

  • Problem definition
  • Scope boundaries
  • Dependency mapping
  • Options analysis

Solution Mapping

We design your target-state solution: workflows, integrations, data flows, tooling, and responsibilities. This isn't abstract strategy—it's concrete architecture you can see, question, and refine.

We produce diagrams, define phased rollout logic where needed, and size the effort involved. You'll know exactly what gets built, how systems connect, and who owns what when we're done.

Solution mapping removes guesswork from implementation. You approve the design before we write a single line of code or configure a single workflow—ensuring alignment and reducing rework.

Included in this phase

  • Architecture design
  • Integration mapping
  • Effort sizing
  • Rollout planning
Solution Architecture
CRM
Database
Reports

Automation Hub

Central orchestration

Real-time sync
Bi-directional
Integrations
Salesforce
QuickBooks
Slack

240 hours

Estimated effort

Proposal
Ready to Sign

Project Investment

$48,500fixed scope
Phase 1: Foundation
$18,000
Phase 2: Integration
$20,500
Phase 3: Launch
$10,000
Timeline
W1-2
W3-6
W7-8
Total Duration8 weeks

Support Included

90 days post-launch

Proposal Presentation

We commercialise the mapped solution into a clear proposal: fixed scope or phased pricing, timelines, deliverables, and engagement terms. No hidden costs, no vague line items—just transparent pricing tied to concrete outcomes.

We present minimum engagement thresholds, milestone structures, and ongoing support or retainer options where applicable. You see exactly what you're paying for and when you'll see results.

The proposal is a decision document, not a sales pitch. Take it away, review it internally, ask questions. When you're ready to proceed, we move straight into execution with everything already defined.

Included in this phase

  • Fixed-scope pricing
  • Timeline & milestones
  • Support options

Execution

With the proposal approved, we deliver. Build, configuration, automation, testing—each phase follows the solution map with regular progress updates and milestone check-ins. You see what's being delivered, when, and by whom.

We handle handover properly: documentation, SOPs, admin guides, and team training. Your people know how to operate and maintain the system from day one—no black boxes, no single points of failure.

Where applicable, we provide managed support or optimisation cycles post-launch. Advontier remains available as your systems evolve, your team changes, or new requirements emerge.

Included in this phase

  • Build & configuration
  • Testing & QA
  • Handover & training
  • Managed support
Execution Dashboard
Live

87%

Complete

24

Tasks Done

4

Remaining

API Integration completeDone
User testing in progressActive
Documentation reviewPending
Next milestoneGo-Live in 5 days
QA Passed
Test Cases156/156
Coverage94%

Training Ready

SOPs & guides delivered

We build operating environments that can survive handovers, busy season, and leadership changes. Every engagement is documented, measurable, and accountable.

Eben Johansen

Eben Johansen

Co-Founder, CEO

Solid infrastructure is invisible when it works. Our job is to remove noise, make ownership crystal clear, and keep every system ready for the next change.

Mogamat Shafiek Christian

Mogamat Shafiek Christian

Co-Founder, CTO

Ready to Transform Your Operations?

Start with a no-obligation discovery call. We'll review your current systems, identify automation opportunities, and define a clear path forward.

Contact Us