Finance Operations,
Automated.
Invoices, payments, reconciliations and month-end close — handled without the manual chase
Finance still runs on copy, check, chase, repeat.
- —The same data copied between systems, then checked again.
- —Invoices, claims and payment files prepared one by one.
- —Reconciliations rebuilt every month across banks, merchants and operating systems.
- —Month-end held together by spreadsheets, handovers and someone remembering what comes next.
Less manual work. Built into the workflow.
See how we’ve automated the finance work teams repeat every day, week and month.
From approved payments to a bank-ready file.
Approved invoices become a validated batch and a bank-ready payment file — no re-keying, no ERP integration. You keep the final upload.
Read the case studyFrom merchant statements to reconciled settlements.
Sales records, merchant statements, fees, refunds and bank receipts are matched, with every deduction between the payment and the bank explained.
Read the case studyFrom member records to billing, collection and renewal.
Fee rules, invoices, payments and renewals connect into one workflow, with exceptions and member decisions kept with the team.
Read the case studyAn agent that works across your systems.
Pat retrieves customer and invoice information, prepares routine billing and follow-ups, and stops when the decision belongs to a person.
Read the case studyConnect the systems. Build in the accounting logic.
Data flows automatically and comes out the way your team needs it — ready for review.