Finance and accountingAccounts payable, receivable and reconciliation automation with a full audit trail.
Finance work is mostly moving numbers between documents, systems and people. Automation here reads incoming bills, matches payments and builds the reports, with rules doing the math. People keep the approvals and every movement of money.
What we automate
Inside finance and accounting.
Payables
- Invoice and bill intake
- Coding to jobs, properties or cost centers
- Approval routing
- Payment run preparation
Receivables
- Invoices generated from approved work
- Payment matching and posting
- Collections reminders
- Customer statements
Reconciliation and close
- Bank and card reconciliation
- Clearing and intercompany accounts
- Exception queues for unmatched items
- Month-end close checklists
Reporting
- Budget against actual by job or entity
- Cash position and aging
- Scheduled reports to owners and managers
- Drill-down to the source document
Where AI fits
AI reads invoices and bills and suggests the coding, with every field checked against your rules. Approvals, payments and posting to the ledger stay deterministic and with people.
Across every industry
Same function. Your vocabulary.
The shape of finance and accounting work barely changes from one industry to the next. The tools and the words do. Here is how it looks in each.
Your industry
Construction and trades
- Supplier invoices coded to jobs and cost codes
- Subcontractor pay applications checked against contract values
- Job costing reports built from approved bills
Where AI fits: AI reads each bill and proposes the job; rules check totals and a person approves.
Running in production. An invoice bot reads every incoming invoice and bill and assigns it to the right project, with uncertain ones routed to a person.
ConstructionProfessional services
- Approved time and expenses turned into client invoices
- Retainer drawdowns with automatic replenishment requests
- Unbilled time and collections reporting by client
Where AI fits: AI drafts invoice narratives from time entries; a partner reviews before anything is sent.
Professional servicesStaffing and recruiting
- Approved timesheets flowing to payroll and client invoices
- Bill rates and pay rates checked per placement
- Margin reporting by recruiter, client and job order
Where AI fits: AI reads client timesheet PDFs; rate math and invoice release stay with rules and people.
StaffingHealthcare administration
- Visit details handed to billing without re-keying
- Remittances posted and matched to patient accounts
- Denial follow-up queues with the reason attached
Where AI fits: AI pulls payer and amount from remittances; posting waits on rules and staff.
Healthcare adminFinancial services
- Carrier commission statements reconciled to policies
- Loan payments posted and matched to borrower accounts
- Client billing for recurring bookkeeping engagements
Where AI fits: AI reads commission statements into rows; matching rules decide and staff clear exceptions.
Financial servicesProperty management and associations
- Vendor invoices coded to properties, units and reserves
- Owner statements built from reconciled property ledgers
- Assessment and rent payments matched to accounts
Where AI fits: AI suggests the property and GL account from each invoice; a manager approves payment.
Property managementField services
- Completed work orders turned into invoices with parts and labor
- Technician hours and job costs posted by job
- Deposits and card payments matched to open invoices
Where AI fits: AI reads supplier parts receipts; invoice totals come from rules and approved work.
Field servicesAlways-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the finance and accounting queue around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Start with the queue that hurts most.
In 45 to 60 minutes we map how finance and accounting runs today and point you at the smallest useful first build.