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Business areaFinance & accounting
Purchase invoices and e-invoicing, account and balance reconciliations, the month-end close, expenses and cards, receivables and the daily cash position. Every solution describes the process before and after, a value model and an implementation plan.
Solutions
Finance & accounting: 47 solutions
Each card leads to a process description with a calculation. The figures are examples: we calculate them on company data before any build.
Invoice processing without manual data entry
Stop paying your finance team to move numbers from PDFs into the ERP.
Save timeReduce errorsIncrease capacityDocument processing · SAP / ERPView Finance & accountingDepartmentalThree-way match exceptions resolved before the payment run
Stop chasing price and quantity differences by email while supplier payments wait for weeks.
Save timeAccelerate responseReduce costSAP / ERPView Finance & accountingDepartmentalAccount reconciliations and journals that close themselves
Stop closing the month by downloading balances into Excel and chasing sign-offs by email.
Save timeIncrease capacityReduce errorsPower Platform · SAP / ERPView Finance & accountingQuick winExpense reports audited automatically before reimbursement
Stop paying nine expense claims in ten on trust because nobody has time to check them against policy.
Reduce riskSave timeEmployee experienceDocument processingView Finance & accountingDepartmentalVendor master changes with bank-account fraud control
One convincing email is all it takes to send a six-figure payment to a fraudster's account.
Reduce riskSave timeAccelerate responsePower Platform · SAP / ERPView Finance & accountingQuick winThe daily cash position without the 7 a.m. spreadsheet
Stop building the daily cash number by hand from four bank portals; it arrives late and nobody quite trusts it.
Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView Finance & accountingDepartmentalE‑invoicing (KSeF) submission and status reconciliation
Your ERP sends invoices to KSeF. Who checks that each one came back with a UPO, and who fixes the ones that did not?
Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView Finance & accountingEnterpriseIntercompany balances that agree before the group close
Your entities disagree about what they owe each other, and the consolidation waits for an email.
Save timeReduce riskIncrease capacityPower Platform · SAP / ERPView Finance & accountingDepartmentalTransfer pricing files assembled from the ledger
Every filing season your team rebuilds the same tables, from the same ledgers, in Word, from scratch.
Save timeReduce riskIncrease capacitySAP / ERPView Finance & accountingDepartmentalCapital projects that reach the asset register on time
Your newest production line is earning money and your books still call it a project.
Save timeReduce riskReduce errorsPower Platform · SAP / ERPView Finance & accountingDepartmentalGrant settlements without the week of photocopying
Your project managers spend a week a claim proving costs the ledger already recorded.
Save timeReduce riskReduce errorsDocument processing · SAP / ERPView Finance & accountingDepartmentalInvoices from KSeF booked to the right budget line
A structured invoice states the amount. It does not state which unit ordered the work.
Increase capacityAccelerate responseReduce riskUiPath · Microsoft 365 +1View Finance & accountingDepartmentalLocal tax accounts that reconcile themselves
Forms are typed in twice, payments arrive without a usable reference, and the first letter a resident gets is a demand.
Increase capacityReduce errorsCustomer experienceDocument processingView Finance & accountingDepartmentalFreight billed the day it is delivered, not the month after
Orders wait for the month-end billing run, and the accessorials written on a driver's note are never billed.
Accelerate responseIncrease capacityReduce errorsDocument processingView Finance & accountingDepartmentalWarehouse work billed from what the warehouse actually did
Storage, handling and value-added work are billed from a spreadsheet somebody rebuilds every month.
Reduce costAccelerate responseReduce errorsPower PlatformView Finance & accountingDepartmentalManufacturer bonuses claimed and matched to the payout
Importer bonuses are a large part of your margin, and they are tracked in a workbook one person understands.
Reduce costIncrease capacityReduce riskPower PlatformView Finance & accountingDepartmentalStock financing that agrees with the yard every morning
Stop paying interest on cars you have already handed over, and stop reconciling the lender's statement by hand.
Reduce costAccelerate responseReduce riskPower PlatformView Finance & accountingDepartmentalF&I commissions matched to the deal that earned them
Your F&I income is checked when an adviser asks about a bonus, not when a partner underpays.
Reduce costReduce errorsIncrease capacityDocument processing +1View Finance & accountingQuick winFleet cards reconciled, anomalies visible at once
A fill-up 300 km off route waits for month-end for someone to notice. Usually nobody does.
Reduce errorsReduce costAccelerate responseDocument processing · SAP / ERPView Finance & accountingDepartmentalEvery station’s takings reconciled each morning
Tills, terminals, cash, the courier and fleet transfers take weeks to meet in accounting. Differences dissolve between shifts.
Reduce errorsSave timeReduce riskPower Platform · SAP / ERPView Finance & accountingQuick winTreatment packages settled to the end
A sold package is a promise, not revenue. Who in the clinic tracks how much of that promise remains?
Reduce errorsReduce riskReduce costUiPath · Microsoft 365 +1View Finance & accountingQuick winMemberships paid or paused
The membership is two months unpaid, and entry still works. Nobody noticed, because nobody compares the payments with the member list.
Reduce costReduce errorsAccelerate responseUiPath · Microsoft 365 +1View Finance & accountingQuick winInvoices chased before they turn difficult
The client pays after 40 days because nobody reminded after 14. Your cash sits in other people’s accounts, working for them.
Reduce costAccelerate responseReduce riskUiPath · Microsoft 365 +1View Finance & accountingQuick winCost invoices to the accountant without the binder
On the fifth of the month the accountant asks about missing invoices. The hunt begins: inboxes, glove boxes, jacket pockets.
Save timeReduce errorsReduce costDocument processingView Finance & accountingQuick winGateway payouts matched to orders
The gateway pays out every three days, in bulk, fees deducted. Somebody has to match that to a hundred and forty orders.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1View Finance & accountingQuick winGift vouchers sold and reconciled
A voucher bought a year ago, printed twice, redeemed once. Probably. The register lives in three places.
Reduce costReduce errorsSave timeUiPath · Microsoft 365 +1View Finance & accountingQuick winDaily takings reconciled every morning
The till says one thing, the card terminal another, the booking system a third. The difference gets explained on Sunday evening.
Reduce errorsSave timeReduce riskUiPath · Microsoft 365 +1View Finance & accountingQuick winDoctor payouts per treatment, without the spreadsheet
A percentage per treatment minus the product, different rates for every doctor. Every month the same spreadsheet and the same discussion.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1View Finance & accountingDepartmentalTimesheets complete before the payroll cut-off, every month
Two specialists spend the end of every month writing reminders, and payroll still pays on estimated hours.
Reduce errorsReduce costReduce riskAI & agents · Power PlatformView Finance & accountingQuick winExpense approvals in Teams, policy check included
Approvals wait in email until month end, and the policy question gets answered after the click.
Accelerate responseEmployee experienceSave timeAI & agents · SAP / ERPView Finance & accountingDepartmentalEvery expense report audited before the money leaves
A sample checked after payment finds errors it cannot recover and misses the duplicates entirely.
Reduce riskReduce costReduce errorsDocument processing · SAP / ERPView Finance & accountingDepartmentalEvery card transaction matched to a receipt and a policy
Card spend is matched, coded and checked weeks after it posts, and receipts are chased forever.
Reduce riskReduce costSave timeDocument processing · SAP / ERPView Finance & accountingQuick winMissing itemisations and tax lines caught at submission
The VAT on a hotel night is lost in the week the folio is wrong, not in the quarter the adviser finds it.
Reduce costReduce riskReduce errorsDocument processing · SAP / ERPView Finance & accountingQuick winYour expense policy executed line by line, automatically
Your policy names the caps. The approver sees a total, a category and thirty other reports.
Reduce riskReduce costReduce errorsDocument processingView Finance & accountingDepartmentalSplit payments and double-claimed meals found with evidence
Nobody splits a purchase in front of an approver. They split it across three receipts and two weeks.
Reduce riskReduce costImprove controlSAP / ERP · Power PlatformView Finance & accountingQuick winWhich expense rules create work and which catch anything
Reviewers close 2,100 exceptions a month and nobody measures which rules ever found anything.
Reduce costIncrease capacityReduce riskPower Platform · AI & agentsView Finance & accountingDepartmentalInvoices read, coded and routed; people see only exceptions
Somebody still types the PDF into the ERP, guesses the cost centre and chases the approver.
Reduce costAccelerate responseIncrease capacityDocument processing · SAP / ERPView Finance & accountingDepartmentalPrice and quantity mismatches resolved the day they appear
A variance released under payment-run pressure becomes next quarter's price, and nobody negotiated it.
Accelerate responseReduce costReduce errorsPower Platform · SAP / ERPView Finance & accountingQuick winThe same invoice by e‑mail, portal and post, paid once
A hyphen, a rescan or a reissued number is enough for the same invoice to be paid twice.
Reduce riskReduce costReduce errorsDocument processing +1View Finance & accountingDepartmentalNo payment to a vendor nobody verified
A bank account changed because an email asked is the cheapest way to lose a six-figure payment.
Reduce riskIncrease capacityImprove controlDocument processing · SAP / ERPView Finance & accountingDepartmentalThe AP mailbox sorted every hour, payment questions answered
Your suppliers ask a question your SAP already answers, and a person spends ten minutes typing it out.
Increase capacityAccelerate responseCustomer experienceAI & agents · SAP / ERPView Finance & accountingQuick winSupplier statements reconciled the day they arrive
Your suppliers tell you every month what they think you owe. Most of those letters go unread.
Reduce costIncrease capacityImprove controlDocument processing · SAP / ERPView Finance & accountingDepartmentalE‑invoices validated and submitted, mandates absorbed
An invoice the platform rejects has not been issued, and nobody in finance reads XML for a living.
Reduce riskAccelerate responseImprove controlSAP / ERPView Finance & accountingQuick winDiscounts taken when they beat the cost of cash
Your suppliers offer discounts. Your payment calendar decides whether you take them.
Reduce costReduce riskSave timePower Platform · SAP / ERPView Finance & accountingEnterpriseThe vendor who is also an employee, found across AP and T&E
Three controls, three thirds of the picture, and the schemes live in the gaps between them.
Reduce riskReduce errorsReduce costPower Platform +2View Finance & accountingDepartmentalFCPA, Sunshine Act and VAT evidence collected continuously
Four annual deadlines, one dataset, and none of it rebuilt from sixty spreadsheets.
Reduce riskReduce costSave timeDocument processing +2View Finance & accountingDepartmentalFinance questions answered in Teams from governed numbers
Three versions of ARR are in circulation, and the board saw one of them last quarter.
Save timeAccelerate responseIncrease capacityPower Platform · AI & agentsViewCase studies
These processes in practice
Case studies are client projects.
One of ten processes automated for FMCG clients.
See the case study Case studyAutomated VAT settlementsOne of ten processes automated for FMCG clients.
See the case study Case studyAutomated bank-balance reconciliationOne of ten processes automated for FMCG clients.
See the case study Case studyAutomated P2P query handlingOne of ten processes automated for FMCG clients.
See the case study Case study in briefInvoice processing automation at an FMCG manufacturerRobots took over registering and coding purchase invoices, integrated with SAP. Return on investment in 3 months.
See the case study in brief Case studyCollections cases routed to the right person instantlyOne of ten processes automated for FMCG clients.
See the case studyWhich process to start with?
The first call takes 15 minutes on Microsoft Teams. We pick one process and check whether automation makes sense on company data.
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