About Us
Finance automation cuts manual hours
An SME automated invoice matching and reconciliation with agentic workflows and RPA, accelerating month‑end close and reducing manual errors.
Objectives & KPIs
- Automate invoice matching and reconciliation.
- Reduce month‑end close time and errors.
- Provide auditable trails and role‑based access.
−40%
Manual effort
−30%
Month‑end close time
99%
Match accuracy
< 3 weeks
First flow live
Solution architecture
Agentic flows pull invoices, match line items, reconcile payments, and raise exceptions for review.
ERP/Accounting → Fetch invoices Bank feed → Payments Rules + LLM → Matching & exceptions Escalation → Finance queue BI → Reconciliation KPIs
We applied prompt guardrails, PII filtering, and rate limits. Clear escalation and analytics were embedded from day one.
Key integrations
- Xero/QuickBooks
- Bank feed APIs
- Zapier/n8n
- Google Sheets/BigQuery
Channels
- Back‑office console
- Email & Slack alerts
Implementation
1) Discover
Goals, KPIs, data sources; success criteria and analytics events.
4) Launch
Pilot, QA, calibration; gradual rollout with dashboards.
2) Design
Flows, prompts & guardrails, UX, privacy filters, integration plan.
5) Handover
Docs, runbooks, enablement, and iteration roadmap.
3) Build
Connect data, implement logic, tag analytics, harden security.
Results & evidence
- Manual effort: −40% across finance ops
- Close time: −30% month‑end
- Error rate: reduced via exception queues
- Team satisfaction: improved
Significance verified via standard tests; GA4/BI dashboards tracked lift and seasonality.
Testimonial
“Reconciliation now runs in the background; we only review exceptions.”
— Client stakeholder
Governance & security
- Least‑privilege access and environment isolation.
- PII filters; no training on raw logs.
- Transparent citations or decision trails.
- Audit trail for changes and rollbacks.
Runbooks
Operational SOPs for updates, incident response, and periodic reviews.
Lessons learned
- Start with highest‑volume vendors
- Keep human‑in‑the‑loop for exceptions
- Version flows via Git
Next steps
- Add PO matching
- Automate refunds
- Expand to payroll checks
