AI Invoice Processing
OCR extracts invoice data, AI validates and categorizes, human approves—then auto-entry to QuickBooks Online.
ACCOUNTING AUTOMATION
Accounting Workflow Automation (Canada)
Automate AP/AR workflows, reconciliations, and client communications on Canadian-owned servers, designed around PIPEDA and BC's PIPA.
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 can make it hard to know where client financial data goes, and PIPEDA and BC's PIPA hold you accountable for what your vendors do with it.
Cloud tools can make it hard to know where client financial data goes, and PIPEDA and BC's PIPA hold you accountable for what your vendors do with it.
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
Less time on accounts payable
Invoices are read and entered for you, so your team reviews and approves instead of typing.
Invoices are read and entered for you, so your team reviews and approves instead of typing.
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.
Where your data lives
Workflows run on self-hosted servers in Canadian-owned data centres, and we can design automations to keep sensitive business data in Canada when required. Designed around PIPEDA and BC's PIPA. Learn more →
Ready to see this in your workflows?
We automate the repetitive work between the systems you already use. Workflows run on Canadian-owned servers, designed around PIPEDA and BC's PIPA.