Businesses with high invoice volume
Companies processing hundreds of supplier invoices a month manually.
Finance Automation & Digital Accounting
Finance Automation
Digital workflows for invoices, receipts, expenses, bank feeds and approval processes.
Overview
How we help with Finance Automation
Most finance admin is the same handful of tasks repeated. Automating them removes both the time and the errors that come with re-keying.
We map how invoices, receipts, expenses and payments currently move through your business, then replace the manual steps: supplier invoices captured and coded automatically, expense claims submitted from a phone, approval routed by value, and payment runs prepared without manual entry.
Automation is only worth doing where it reliably removes work, so we start with the highest-volume processes and prove each one before moving on.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Process mapping of current finance workflows
- Automated supplier invoice capture and coding
- Employee expense claims and mileage capture
- Approval workflows routed by value and department
- Payment run preparation and bank integration
- Integration between your accounting, sales and operational systems
Who it's for
Built around how you actually operate
Businesses with field or remote staff
Where expense claims and receipts arrive slowly and incomplete.
Growing finance teams
Companies wanting to grow transaction volume without growing headcount.
FAQs
Finance Automation — common questions
What does automation actually save?
It varies with volume, but supplier invoice processing and expense handling are usually where the time goes. We quantify the current time cost before recommending anything.
Will it work with our existing systems?
Usually. Most cloud accounting platforms integrate with the main capture, expense and approval tools. Where there is no native integration we look at whether the workaround is worth the cost.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about Finance Automation
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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