Invoice & Receipt Processing Automation
Automatically ingest invoices and receipts from email, extract key data, categorise and send to Exact, Yuki or Moneybird.
- Email → accounting ingestion
- PDF/UBL data extraction
- Automatic categorisation & tagging
- Flagging missing or inconsistent data
- Audit-friendly logs and output
Bank → Ledger Reconciliation Workflow
Automated matching of bank transactions to ledger entries with discrepancies flagged for review.
- Daily or on-demand ingestion
- Matching logic for common patterns
- Discrepancy detection & alerts
- Review & approval queue
- Exportable reconciliation summaries
Document Workflow & Classification System
Automatically sort, classify and extract information from client documents and prepare them for review or import.
- Document classification & tagging
- ID / form extraction workflows
- Client folder structure automation
- Duplicate detection
- Compliance-ready output
Client Onboarding Automation
Streamline onboarding of new clients with automated document collection, identity checks and system setup steps.
- Secure document intake
- Automated reminders & follow-ups
- Form extraction & validation
- Data routing to accounting systems
- Checklists for internal teams
Recurring Reporting Automation
Generate monthly, quarterly or annual reports automatically with minimal manual work.
- BTW preparation workflows
- Monthly statements pull & compile
- Error checking & validation
- Formatting & output to PDF/Excel
- Scheduled delivery