Solutions

02 Finance & Accounting

Finance is where busywork piles up: receipts, bills, invoices, the close. The Core reads, matches and drafts; a person approves every payment and signs off the close. Nothing moves money without you.

What we cover

The repeat work of finance, run by the Core.

Six areas, each a set of jobs we have already mapped. Your strategy session picks the first one and the measure we will track.

Three examples, end to end

A trigger. The Core does the work. You approve. We measure.

Each example shows how the system is designed, not a client result. The rest of this department is mapped the same way.

Bookkeeping

Trigger
A bank feed transaction or a receipt.
The Core
Reads the item, matches it to the right account and flags anything unusual.
You approve
Bookkeeper approves new or low-confidence categories (web queue).
We measure
Uncategorized transactions at month-end.

General ledger

Trigger
Month-end close date.
The Core
Runs the close checklist, checks balances, flags unreconciled entries.
You approve
Controller approves the close (web queue).
We measure
Days to close the books.

Bills and payments

Trigger
An inbound PDF supplier invoice.
The Core
Extracts line items, checks the PO match, flags duplicate charges.
You approve
Approver releases payment from the queue (Teams message, email button or web queue).
We measure
Invoice cycle time and duplicate payments caught.

What you get

  • Books categorized as transactions land.
  • Every payment released by you, never by the system.
  • A cash look-ahead that is always current.

Works with the tools you have, and replaces them when that's better.

Next step

Start with finance? Let us look.

A 30-minute strategy session. We map how your company runs today and show you exactly which department to automate first, and why.

Schedule