Solutions · Finance and admin
Documents read and checked before they reach your desk
We automate the intake of invoices and documents, the reminders and the monthly reports. Your team confirms and decides instead of typing and chasing.
Invoice read automatically
Invoice 2024-1187.pdf
- Dobavljač Plus d.o.o. Supplier
- PO-3381, all lines match Purchase order
- In 30 days Due
Above the approval limit. Waiting for Maja.
Where finance and admin lose their day
Invoices are keyed in by handSomeone opens each PDF and types the same fields into the accounting software.
Data is hunted for in documentsContracts, forms and statements are read line by line to find a few values.
Reminders go out when there is timeOverdue invoices are chased irregularly, and the tone depends on who writes.
The monthly report is built by handExports from several systems are pasted into a spreadsheet that breaks easily.
Use cases
What we build for finance and admin
Each one keeps a person in control of what is posted, paid or sent.
Supplier invoices read, matched and ready to post
Incoming invoices are read, matched to purchase orders and sent for approval before they reach the books.
Open use case AI integrationsBusiness automationData out of documents, into your systems
Contracts, forms, delivery notes and statements are read and their data placed where it is needed.
Open use case Business automationERP and business systemsOverdue invoices chased politely and on time
Reminders go out on a schedule from your open invoices, and the awkward cases go to a person.
Open use case Business automationAI integrationsThe monthly report, assembled for you
Figures from accounting, sales and operations pulled into one report on a schedule, with a written summary.
Open use caseDocument intake
Read by software, confirmed by a person
Invoices and other documents are read as they arrive. Extracted fields are checked against your records, and anything unusual is flagged. A person sees the document next to the data and confirms it.
- PDFs, scans and photos
- Checks for duplicates, changed bank details and totals that do not add up
- Nothing is posted without confirmation
Invoice intake
- InboxInvoice received
- AIFields read from the PDF
- ERPMatched to the purchase order
- ChatApproval requested
- BooksPosted for payment
Reporting
The same report, on the same day, without the spreadsheet work
Figures are pulled from accounting, the CRM and the bank on a schedule and combined under definitions you agree once. The report arrives with a short written summary that a person reviews.
- One definition for each figure
- Data problems listed, not hidden
- Payment reminders in agreed stages
Monthly overview (sample data)
- Invoiced this month42 invoices+5
- Open receivables17 invoices-3
- Overdue4 invoices+1
Services behind these solutions
Examples
Finance builds, step by step
Questions from finance and admin
How reliable is automatic reading of invoices?
It depends on the documents, which is why we test on your real ones during the pilot. Every field is shown next to the source, uncertain values are flagged, and a person confirms before posting.
Does it work with our accounting software?
If the software has an API or accepts imports, yes. We check this in the analysis before we propose anything.
Where do our financial documents go when AI reads them?
We agree that up front. Options range from models hosted in the EU with no retention to setups where documents never leave your environment, and we choose to match your rules.
Can the system pay invoices by itself?
We do not build that. The system prepares, checks and queues; approval and payment stay with your people.
Show us one process. We will show you what it could look like.
The analysis is free, takes about an hour of your time, and ends with a written summary you keep.
Prefer to read first? See examples