
Beyond Cloud Accounting
Automate invoicing, approvals, reconciliation and reporting — reduce manual work and focus on decisions that drive growth.
Works with your existing stack
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
Business Assessment
Manual data entry across 3 disconnected systems
System Audit
12 systems reviewed
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
Automation Hub
Central orchestration
240 hours
Estimated effort
Project Investment
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
87%
Complete
24
Tasks Done
4
Remaining
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
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
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.