Gmail A supplier invoice arrives by email.
TriggerAccounting automation consulting and implementation
We map where your finance team still moves data by hand, then build it away. Payables, receivables, reconciliation and reporting run across the accounting software you already use, with your accountants still in control.
Book a call- Accounts payable automation
- Bank reconciliation and month end close
- Automated financial reporting
- Connected to your accounting software
- Gmail
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Make Capture the supplier, line items and totals, then match them to the purchase order.
Action -
Quickbooks Post it to the ledger and route anything over threshold for approval.
Action -
Slack Notify finance, and flag only the exceptions that need a human.
Action
What we do
Our accounting and finance automation services
Six ways we take manual work out of the finance function, built on the accounting software you already run.
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Accounting automation consulting
Our automation consulting audits the finance process end to end, then tells you what to automate, what to change and what your current software already does that nobody switched on.
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Accounts payable automation
Supplier invoices are captured, coded, matched to a purchase order and routed for approval automatically, using the intelligent document processing we build for document-heavy workflows.
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Accounts receivable and collections
Invoices go out on time, payment reminders chase themselves on a schedule you set, and cash lands sooner without anyone writing another polite email.
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Reconciliation and month end close
Bank lines are matched, recurring journals post themselves and the close checklist tracks its own progress, so the month end takes days instead of weeks.
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Automated financial reporting
Management reports, cash position and board packs build from live ledger data on a schedule, rather than being rebuilt by hand every period.
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Finance system integration
Your accounting software, CRM, payroll and banking stop needing a human in the middle, through our software and SaaS integration work.
Benefits
How can accounting automation help you?
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Cut the cost per invoice
Payables that arrive by email are captured, matched to the purchase order and posted without anyone rekeying them, so volume stops driving headcount.
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Close the books faster
Reconciliations, accruals and checklist tasks run in the background through the close, so month end stops being a week of chasing.
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Get paid sooner
Receivables chase themselves with scheduled reminders and escalation, which shortens days sales outstanding without anyone playing debt collector.
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Eliminate manual errors
Figures move straight from the source document into your ledger, so typos, duplicate entries and stale exchange rates never reach the reports.
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Stay audit and tax ready
Every document is filed, logged and traceable as it moves, so audits, VAT returns and year end stop being a scramble for evidence.
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See cash position in real time
Automated reporting shows cash flow, ageing and outstanding invoices continuously, instead of a picture that is only true on the day it is compiled.
Makeitfuture expertise
Backed by industry-recognised certifications and performance metrics
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500+
Clients
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15000+
Automations
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7+
Years of experience
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< 6 mo
Time to ROI
Use-cases
Accounting automation use-cases
Six finance workflows we implement most often, from accounts payable automation and bank reconciliation to month end close and automated financial reporting.
01 / 06
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Accounts payable automation
Supplier invoices arrive in every format and still have to be read, matched and approved. We capture them wherever they land, match them to the purchase order, route anything over threshold, and post the rest straight through.
- Gmail
A supplier invoice arrives by email or lands in a shared folder.
Trigger - Make
Capture the supplier, line items and totals, then match them to the purchase order.
Action - Quickbooks
Post it to the ledger, routing anything above the approval threshold to an approver.
Action - Slack
Notify finance and surface only the exceptions that need a human decision.
Action
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Accounts receivable and collections
Receivables automation that chases for you. Invoices go out on schedule, reminders escalate as they age, and payments reconcile themselves against the right customer without anyone maintaining a spreadsheet of who owes what.
- Quickbooks
An invoice passes its due date without a matching payment.
Trigger - Make
Work out the ageing bracket and pick the right reminder and escalation step.
Action - Gmail
Send the reminder from the account owner, with the invoice and payment link attached.
Action - Slack
Escalate to the account owner once an invoice crosses the agreed ageing threshold.
Action
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Bank reconciliation
Bank lines are pulled in daily and matched against invoices, payments and expenses using your own rules. Anything that does not match cleanly is queued for review instead of quietly sitting unreconciled until month end.
- Make
New bank transactions are pulled in on a daily schedule.
Trigger - Quickbooks
Match each line to an open invoice, payment or expense using your matching rules.
Action -
Airtable Queue anything unmatched for review, with the candidates ranked for the reviewer.
Action - Slack
Post a daily summary of what reconciled and what still needs a decision.
Action
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Month end close
The close checklist runs itself: recurring journals posted, intercompany balances checked, supporting documents collected and owners nudged. Finance spends the week reviewing numbers rather than assembling them.
- Make
The close period opens on the agreed working day.
Trigger - Airtable
Generate the close checklist with owners, dependencies and due dates.
Action - Quickbooks
Post recurring journals and flag accounts that moved outside tolerance.
Action -
Google Drive Collect the supporting documents into a dated, audit-ready folder.
Action
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Automated financial reporting
Cash flow, ageing and margin reports build themselves from live ledger data and land in the inbox or dashboard where the decision is actually made, on the cadence leadership asked for.
- Quickbooks
The reporting period closes, or the weekly schedule fires.
Trigger - Make
Pull ledger, banking and pipeline data and calculate the agreed metrics.
Action -
Google Sheets Build the cash flow, ageing and margin views with prior-period comparisons.
Action - Slack
Deliver the report to leadership with the movements worth attention called out.
Action
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Accounting software and contact sync
Customer and supplier records stay identical across Lexoffice, bexio, sevDesk, Fastbill and Easybill. New contacts, addresses and payment details are created and updated automatically, so your accounting always works with current data.
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Lexoffice A contact record is created or changed.
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Easybill Sync updated addresses, emails and payment details across the other systems.
Action - Easybill
Create new customer or supplier records automatically where they are missing.
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Airtable Centralise the contact data so every tool reads from one current source.
Action
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How we deliver
How we build your accounting automation
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Audit the finance process
We sit with the people doing the work and map where finance data is retyped, chased or reconciled by hand, then size each one by hours and error rate. You get the map whether or not you build with us.
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Recommend, then scope
Sometimes the answer is a setting in the software you already own, and we will say so. Where automation is worth it, we scope the workflow, the systems it touches and the number it should move.
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Build on the tools you own
Workflows are built into your existing accounting software, banking, CRM and ERP rather than a platform we resell, so there is no new licence and no new silo to maintain.
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Prove it, then hand it over
One workflow goes live and is measured against the baseline we set in the audit. Your finance team gets the documentation and the controls, with our support while it beds in.
Platforms and tools
The finance tools we build on
We do not resell accounting software, so this is the stack we automate on and connect together. If your ledger is here, the work starts on the licence you already hold.
Also live on sevDesk, bexio, Fastbill and Oblio, with DATEV, Xero, SAP and NetSuite reached through ERP integration and CRM integration. Do not see your ledger? Ask us, we build a custom connector when one does not exist.
What is accounting automation?
Accounting automation is the use of software, integrations and AI to carry out routine finance work without manual data entry. It usually covers accounts payable, accounts receivable, bank reconciliation, the month end close and financial reporting, with people reviewing exceptions rather than keying in every line.
Two related terms get used interchangeably and should not be:
- Bookkeeping automation is the narrow version: capturing and categorising transactions in one ledger.
- Accounts payable (AP) automation is one workflow within it: invoice capture, matching, approval and payment.
- Accounting automation is the whole finance process, including the handoffs between your accounting software, banks, CRM and ERP.
- Gmail
Extract invoice attachments.
Trigger - Drive
Save attachments in a folder.
Action - Quickbooks
Transfer invoices to accounting software.
Action - Slack
Notify team of new invoices.
Action
How to choose
Which do you need: bookkeeping, AP or accounting automation?
These three land on the same shortlist and solve different amounts of the problem. Knowing which one you actually need is usually the first hour of a consulting call.
| Criteria | Bookkeeping automation | AP automation | Accounting automation |
|---|---|---|---|
| What it covers | Capturing and categorising transactions in one ledger. | One workflow: invoice capture, matching, approval and payment. | The whole finance process, including the handoffs between systems. |
| Typically bought as | A feature of your accounting software, or an AI bookkeeping tool. | A dedicated platform with per-invoice or per-seat pricing. | An implementation project on the tools you already own. |
| Where it stops | At the edge of the ledger. Anything in another system stays manual. | At payables. Receivables, close and reporting are untouched. | Wherever you stop scoping it. Nothing is out of reach by design. |
| Custom rules and approvals | Limited to what the product ships. | Configurable within the platform’s own model. | Built to your thresholds, entities, currencies and approvers. |
| Best when | You are small, on one system, and the ledger is the whole job. | Invoice volume is high and payables is clearly the bottleneck. | Finance data is spread across accounting, banking, CRM and ERP. |
FAQs about accounting automation
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What tasks can accounting automation handle?
The routine, rule-based ones: accounts payable capture and matching, receivables chasing, bank reconciliation, expense handling, recurring journals, the month end close checklist and financial reporting. Judgement work such as treatment decisions, estimates and final sign-off stays with your accountants. Generating the documents themselves, offers, contracts and invoices, is covered by our document automation service.
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Is it possible to automate bookkeeping completely?
Not completely, and anyone promising otherwise is selling something. Capture, categorisation and reconciliation can run unattended for the large majority of transactions, but edge cases, unusual treatments and period-end judgement need a person. The realistic target is that your team reviews exceptions instead of keying in every line, which is usually where most of the hours go.
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Is AI replacing accountants and bookkeepers?
It is replacing data entry, not accountants. AI is genuinely good at reading an invoice, proposing a category and spotting an anomaly, and genuinely unreliable at deciding how something should be treated or standing behind a filing. In practice the roles that shrink are the pure data-entry ones, and the roles that grow are the ones reviewing exceptions and advising on what the numbers mean. Every automation we build keeps a human approval step on anything that touches the ledger or moves money.
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What is the difference between accounting automation and bookkeeping automation?
Bookkeeping automation is the narrow version, capturing and categorising transactions inside one ledger. Accounting automation is the whole finance process, including the handoffs between your accounting software, banks, CRM and ERP, plus receivables, close and reporting. AP automation sits inside that as one specific workflow. The comparison table above sets out which one fits which situation.
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What is the best accounting automation platform?
There is no single best one, and the honest answer depends on what is actually slow. If payables is the bottleneck, a dedicated AP platform may pay for itself. If your finance data is spread across accounting software, banking, a CRM and an ERP, the constraint is the handoffs between them, and no single platform fixes that. We are platform-independent and do not resell accounting software, so the recommendation you get is the one that fits, including "keep what you have and connect it properly".
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Which accounting software do you work with?
The ones you already run. We build most often on Lexoffice, sevDesk, bexio, Easybill, Fastbill and Microsoft Dynamics 365 Business Central, alongside QuickBooks, Xero, DATEV, SAP and Smartbill. The orchestration runs on Make, n8n, Zapier or Power Automate, plus direct API work where a connector does not exist.
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Can accounting automation connect to my ERP or CRM?
Yes, and that is usually where the real saving is. Finance data is only as good as the record behind it, so we connect the workflow to your ERP and your CRM and write results back: payment status, invoice links, ageing. We work with SAP, Microsoft Dynamics, Business Central, NetSuite, HubSpot, Salesforce and Pipedrive, plus custom APIs and databases.
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How secure is it, and is it GDPR compliant?
Financial data is handled inside enterprise tools with encryption in transit and at rest, access scoped by role, and full audit logging on every step. We are ISO 27001 and ISO 9001 certified, keep EU data residency by default, and design each workflow for GDPR from the start, including retention rules and a human approval step on anything that moves money.
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How long does an implementation take, and what is the payback?
The audit takes days, and a first workflow is typically live in weeks rather than quarters, because we scope it to one process and one measurable number. Timelines depend on how clean your source data is and how many approvers are involved. The target we work to is return on investment inside six months, measured against the baseline set during the audit. Book a call and we will size it on your actual process.
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