Our Services

Accounting Automation
and much more...

From system cleanup to end-to-end automation—we build finance workflows that eliminate manual work, reduce errors, and give you real-time visibility into your numbers.

Explore services
AccountingWorkflowInvoiceDocument
Accounting Stack
Configured

Xero

Active

Banking

Linked

Reports

Ready

Data Cleanup Progress94%
Chart of Accounts147 accounts configured
Data Quality
Duplicates removed1,247
Errors fixed89
Missing data filled324

Audit Ready

100% reconciled

Build a solid foundation for automation

Accounting Stack Setup & Cleanup

Before you can automate, you need a clean, properly configured accounting system. We assess your current setup, clean up data inconsistencies, and configure your software for optimal workflow—giving you a solid foundation that supports growth.

94%

Data accuracy achieved

1,200+

Avg duplicates removed

5 days

Typical cleanup time

Works With

XeroQuickBooksZoho BooksMYOBSage

Key Benefits

Clean, reconciled data across all accounts
Properly configured chart of accounts
Audit-ready financial records
Optimized software settings for your business

What You Get

Complete data audit & cleanupChart of accounts optimizationBank feed configurationHistorical reconciliationSystem integration assessmentDocumentation & SOPs
Integration HubLive Sync
CRM
Advontier
Xero
Bank
eCommerce
Payroll
Website
All systems synced
Updated 2 min ago
Auto Workflows
Invoice → Journal
Bank → Reconcile
Approval routing

40+ hrs/month

Time saved

Connect your systems, eliminate manual work

Workflow Automation & Integration

Your CRM, payroll, banking, and accounting software should work together seamlessly. We design and implement automated workflows that eliminate manual data entry, reduce errors, and give you real-time visibility across your entire operation.

40+

Hours saved monthly

6

Avg systems connected

98%

Sync accuracy

Works With

SalesforceHubSpotZoho CRMStripePayPalBank feedsShopifyWooCommerce

Key Benefits

End-to-end process automation
Real-time data synchronization
Eliminated manual data entry
Automated approval routing

What You Get

System integration mappingWorkflow design & automationApproval chain setupError handling & alertsTesting & validationTeam training & handover
Invoice Dashboard
Today

$84.2k

Invoiced

$67.5k

Received

$16.7k

Pending

AC

Acme Corp

INV-2024-0847

$12,450

Paid
TS

Tech Solutions

INV-2024-0848

$8,200

Pending
Payment gateways
Connected
Auto Flow
CRM Deal Won
Invoice Created
Payment Synced

Auto Reconciled

98% match rate

From deal closed to payment received

Invoice & Payment Workflows

Automate the entire invoice-to-cash cycle. When a deal closes in your CRM, invoices are generated automatically. Payments sync to your accounting system, reconciliation happens in real-time, and you get complete visibility into your receivables.

98%

Auto-reconciled

3 days

Faster payment cycle

0

Manual invoices

Works With

StripePayPalGoCardlessSquareBank feedsCRM systems

Key Benefits

Automated invoice generation from CRM
Payment gateway integration
Real-time reconciliation
Improved cashflow visibility

What You Get

CRM-to-invoice automationPayment gateway setupAuto-reconciliation rulesDunning & follow-up workflowsReceivables dashboardCash flow reporting
Document Processing
AI-Powered
This Month

847

Documents processed

Accuracy

99.2%

Auto-categorized

Invoice_Supplier_A.pdf
Posted
Receipt_0892.jpg
Processing
Bank_Statement_Jan.pdf
Queued
Drop zone active
Email, scan, or upload
AI Extraction
VendorOffice Depot
Amount$1,247.50
CategoryOffice Supplies
VAT$62.38
✓ Auto-matched to GL account

Month-End

3 days faster

AI-powered document processing

Document Capture & Bookkeeping Automation

Stop manual data entry from receipts and invoices. Our AI-powered document capture extracts data automatically, categorizes expenses correctly, and posts entries to your books—reducing errors and speeding up your month-end close.

99.2%

Extraction accuracy

847

Docs processed/month

3 days

Faster month-end

Works With

DextHubdocAutoEntryReceipt BankEmail inboxesMobile apps

Key Benefits

AI-powered data extraction
Automatic categorization
Faster month-end close
Reduced manual errors

What You Get

Document capture system setupAI training for your categoriesApproval workflow designGL account mappingIntegration with accounting softwareReporting & analytics

The Result

All Your Systems, One Environment

Banking, accounting, eCommerce, CRM, and more—unified into a single view with real-time data synchronization.

Financial Overview

Real-time sync across all systems

Live

$2.4M

Revenue

↑ 12%

$1.8M

Expenses

↑ 8%

$600K

Profit

↑ 24%

$450K

Cash

↑ 16%

Revenue vs ExpensesLast 6 months
JanFebMarAprMayJun
X
Z
S
+3
6 systems connected
Synced 1m ago

Bank Reconciled

147 transactions matched automatically

Shopify Synced

324 orders today

Integrations

Works With Your Stack

We integrate with the tools you already use—no need to switch platforms.

Accounting

  • Xero
  • QuickBooks
  • Zoho Books
  • MYOB
  • Sage

CRM

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Pipedrive

eCommerce

  • Shopify
  • WooCommerce
  • Magento
  • BigCommerce

Payments

  • Stripe
  • PayPal
  • GoCardless
  • Square

Banking

  • Direct feeds
  • Plaid
  • Open Banking APIs

Document Capture

  • Dext
  • Hubdoc
  • AutoEntry
  • Email parsing

Ready to automate your finance workflows?

Book a free discovery call to discuss your specific needs and see how we can help.

Contact Us