See accounting automation in action.
Explore real workflows we have built for accounting firms and finance teams.
From Headcount Plan to Payroll Forecast
How finance and people teams can maintain an employee-level payroll forecast as hiring, compensation and employer-cost assumptions change.
From Historical Cash Movements to a Rolling Cash Flow Forecast
How finance teams connect bank balances, receivables, payables and planned commitments to maintain a rolling cash flow forecast.
From New Client Enquiry to KYC and Signed Engagement Letter
How professional firms can connect client information, screening, approval and engagement letters in one controlled onboarding workflow.
Pat: An AI Agent That Works Across Our Business
How an internal AI agent retrieves information, prepares routine work and coordinates approved actions across business systems while people retain authority.
From Month-End Tasks to a Controlled Closing Workflow
How finance teams can connect close dependencies, source data, reconciliations, journals, exceptions and approvals in one controlled month-end workflow.
From Merchant Statements to Reconciled Sales and Settlements
How hospitality finance teams connect point-of-sale records, merchant statements, net settlements and bank receipts in one reconciliation workflow.
From Subsidiary Trial Balances to Consolidation Packages
How group finance can standardise subsidiary trial balances, reporting schedules, intercompany balances and adjustments before consolidation begins.
From Millions of Transactions to Xero
How direct API integration moves high-volume operational data into Xero through controlled mapping, batching, exception handling and reconciliation.
From Property Management System Data to Reconciled Hotel Accounts
How hotel finance teams connect property management, payment, settlement and ledger data to reconcile revenue, guest balances and receipts.
From Approved Payments to a Bank-Ready Payment File
How finance teams validate approved payment requests, resolve exceptions and generate bank-ready payment files without weakening authorisation controls.
From Fixed Asset Register to Physical Stock Take
How finance teams connect depreciation, tax support, asset tagging and physical verification while retaining control over accounting and asset exceptions.
From Member Records to Billing, Collection and Renewal
How one controlled workflow connects member records, fee calculations, invoicing, payment matching and renewals while routing exceptions for review.
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