AI Invoice Processing
OCR extracts invoice data, AI validates and categorizes, human approves—then auto-entry to QuickBooks, Xero, or Sage.
ACCOUNTING AUTOMATION
Accounting Workflow Automation (Canada)
Automate AP/AR workflows, reconciliations, and client communications while maintaining Canadian data residency for PIPEDA/FIPPA compliance.
Typical Pain Points
Manual Data Entry
Invoice data entry and bank reconciliations consume hours of valuable accounting time.
Invoice data entry and bank reconciliations consume hours of valuable accounting time.
Client Communication Delays
Manual status updates and document requests slow client service.
Manual status updates and document requests slow client service.
Compliance Concerns
Cloud tools may not meet PIPEDA/FIPPA requirements for client financial data.
Cloud tools may not meet PIPEDA/FIPPA requirements for client financial data.
Our Solutions
Bank statement imports, transaction matching, and exception flagging reduce month-end workload.
Automated Reconciliations
Automated document requests, status updates, and notifications improve client service and reduce admin calls.
Client Portal Automation
Results
75% Time Savings on AP
Eliminate hours of manual invoice entry per week.
Eliminate hours of manual invoice entry per week.
Faster Month-End Close
Automated reconciliations and categorization speed up monthly reporting.
Automated reconciliations and categorization speed up monthly reporting.
Better Client Service
Automated communications and faster turnarounds improve client satisfaction.
Automated communications and faster turnarounds improve client satisfaction.
Full PIPEDA/FIPPA Compliance for Client Data
All financial data processed and stored in Canada with encrypted backups and audit trails. Learn more →
Ready to see this in your workflows?
We design, build, and operate n8n + AI automations with Canadian data residency and PIPEDA/FIPPA compliance.