Process work for accounting and finance teams

Finance work is rule-heavy and deadline-driven, which makes it a good fit for process work, and also makes mistakes expensive. We aim to remove retyping and chasing without touching your controls.

Where the time goes

• Invoice handling: reading, coding, matching and chasing approvers.
• Month-end: reconciliations and accruals assembled from exports.
• Client onboarding and document requests in accounting practices.
• Expense claims and reporting built from receipts and spreadsheets.

A note on controls

Segregation of duties, approval limits and audit trails are not obstacles to automation. They are requirements we design in. A good automated invoice flow produces a clearer audit trail than an inbox does. We agree the control points with your finance lead first.

Where to go next

Our accounting process map shows invoice-to-payment with the tolerance check, coding review and approval limit. For the service-specific page see process automation for accounting and finance. Related reading: invoice approval from 7 steps to 3 and the accounting firm case study.

Related reading and services