Accounting automation
Connect inboxes, accounting software, your CRM and document storage so approved financial data moves without repeated rekeying. For wider finance process design, see our accounting automation service.
What we automate:
- Extract and validate invoice data
- Synchronise approved transactions
- Route exceptions to the finance team
-
Gmail
An invoice is emailed to your company inbox.
Trigger -
Quickbooks
Automatically extract invoice details and upload them to your accounting platform.
Action -
Hubspot
Update customer or vendor information in your CRM and accounting software simultaneously.
Action -
Google Drive
Store the invoice in a designated folder for record-keeping.
Action






