Accounting Process Automation

Overview

What we deliver

We map, redesign, and automate accounting workflows to cut manual effort, reduce errors, and shorten close timelines.

We help finance teams replace spreadsheets and copy-paste work with reliable, auditable automation. Our team reviews your current accounts payable, accounts receivable, reconciliations, and month-end close processes, identifies the highest-value candidates for automation, and builds workflows using your existing accounting platform, RPA tools, and connectors. We document each process, set up exception handling, and train your staff to own the new system. Automations are tested in parallel before go-live to protect data accuracy and ledger integrity. We coordinate closely with your controllers and IT team so changes line up with control requirements and audit needs. Our focus is steady efficiency: fewer manual touches per transaction, faster reporting, and clean evidence trails for reviewers. We also build dashboards so finance leaders can see throughput, exceptions, and cycle time at a glance.

Fit Check

Built for teams like yours

Who it's for

Mid-market finance teams
Outsourced CFO practices
Multi-entity groups
High-volume AP/AR departments
CPA firms scaling client work

Pain points we solve

Manual data entry across systems
Slow month-end close
Reconciliation backlogs
Errors from copy-paste work
Poor visibility into transaction status

What's included

Capabilities

Everything we cover in this engagement.

Process discovery and mapping
AP and AR automation
Bank and ledger reconciliations
Journal entry automation
Approval workflow setup
Bot monitoring and exception handling
Integration with ERP and banks
Staff training and handover

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

We document current workflows, volumes, and pain points.

02

Design

We prioritize automation candidates and draft target processes.

03

Build

We configure bots, rules, and integrations in a test environment.

04

Parallel run

We test outputs against manual results before cutover.

05

Go-live and support

We launch, monitor, and refine with your team.

What you get

Deliverables & outcomes

What you get

Process map and gap report
Automation design document
Configured workflows and bots
Exception handling playbook
Training materials
Monthly performance dashboard

Outcomes you can expect

Lower manual hours per close
Fewer posting errors
Faster invoice cycle times
Cleaner audit trails
Improved staff capacity for review work

Timeline

6 to 12 weeks per workstream

Engagement

Monthly retainer, Project, Sprint

Tools we use

QuickBooks, NetSuite, Xero, UiPath, Power Automate

KPIs we track

Cycle time, error rate, FTE hours saved, exception count, automation uptime

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.

Proof