Does this work with Sage and Xero?

Yes. We integrate against Sage, Xero and custom ERPs rather than asking you to migrate your finance system, which is almost never a project worth running for this reason alone.

Where does automation pay back fastest in finance?

Usually accounts payable invoice matching, because it is high volume and low judgement, and because duplicate payment leakage on meaningful payables is real money. Credit control is often second, because it accelerates cash rather than just saving time.

How does this affect our audit position?

It generally improves it. Manual finance processes leave gaps in the trail; an automated one logs every action, every exception and every override against a named identity, which is what an auditor asks for.

← SolutionsWorkflow · Finance

Finance workflow automation

Month end is a fortnight of chasing. Credit control depends on whoever has time. Supplier statements get reconciled when someone gets round to it. The finance team is capable, and most of their week goes on work that a system should be doing.

Send a brief →

Typical first build: 4 to 8 weeks
Runs against: Sage, Xero, your ERP
Approvals: Always human

The four places finance time disappears

Credit control. Debtor follow-up, promise-to-pay tracking and dispute routing, all done manually and inconsistently, so cash comes in later than it should.
Supplier statement reconciliation. Matching statements against the ledger to find missing invoices, duplicates and unmatched items. High volume, low judgement, and skipped when things get busy, which is exactly when errors happen.
Month end. Chasing, accruals, and assembling the same pack from the same sources every single month.
Management reporting. Roll-ups across pipeline, jobs, finance and SLAs, rebuilt by hand into the spreadsheet the MD opens on Monday, stale before the meeting starts.

What we automate

Credit control

Debtor follow-up runs on a schedule with risk scoring, promise-to-pay tracking and automatic dispute routing to the person who can resolve it. Escalation is defined rather than dependent on who is worrying about cash that week.

Reconciliation

Supplier statements matched against the ledger automatically, flagging missing invoices, duplicates and unmatched items. This is where leakage is found, and it is the task most likely to be skipped manually.

Reporting

The Monday pack builds itself. Pipeline, jobs, finance and service data rolled up into the dashboard the MD actually opens, updating on its own rather than through a spreadsheet ritual.

Approvals

Anything that moves money keeps a human gate. An agent can prepare a payment run, flag an anomaly or draft a chase letter. It does not approve payments, and it does not send anything externally without sign-off.

The control model

Finance is the function where getting the guardrails wrong is most expensive, so the rules are strict and non-negotiable.

AI never approves payments, signs anything, or sends an external message unapproved.
Every automated action is logged against a named user or a named system identity.
Access is scoped to what the workflow needs, not to the whole ledger.
Anything outside tolerance stops and goes to a person rather than continuing on a best guess.

This is the same control layer we describe in AI safety and governance, applied to the function that needs it most.

Fixed scope and a fixed fee, on 20/30/50 milestone terms. No platform licence from us, and you own the cloud tenant it runs in. Where the shape of the work is not yet clear we start with a fixed-price discovery that converts into the build price.

Common questions

No, and we would refuse to build that. An agent can prepare a payment run, flag anomalies and draft the chase correspondence. Approval is a human gate, always, and every action is logged.

Tell us what you'd like to do with AI.

Plain English is fine. We'll ask the technical questions on the call, and if we're not the right fit we'll say so on the first one.