Industries — Finance & Accounting
Automation & software for finance teams
Invoices, statements, reconciliation, reports — finance work is precise and repetitive. Exactly what automation is for.
What we automate
Where finance teams lose time — and how we fix it
Accounting automation and AI document processing cut the manual entry out of finance: invoices are read by AI, payments matched automatically, and reports generate themselves on schedule.
- AI invoice reading and data extraction into your accounting software
- Bank statement parsing and payment reconciliation
- Automated financial reports and cash-flow dashboards
- Approval workflows for payments and expenses
- Client document collection and reminders
AI agents for finance & accounting
Your AI team for finance & accounting
Ada reads and matches invoices, Iris builds the reports, Lex checks contracts and deadlines, and Atlas prepares the brief for partners and clients. Connected through our API — €699 per agent per month, one-time setup €4,499.
id: adaFinance & procurementIrisData & Reporting AnalystAsk in plain words. Get the number — and why it moved.id: irisManagementLexLegal & Compliance AssistantReads the fine print, so you never sign blind.id: lexPeople & legalAtlasChief of StaffThe whole company in one morning brief.id: atlasManagementFeatured project — finance & accounting
AI invoice processing and reconciliation for a finance team
The challenge
A finance department manually typed hundreds of supplier invoices per month into the accounting system, then matched incoming payments against them line by line at month-end — days of work, with errors surfacing weeks later.
What we built
We implemented an AI document pipeline that reads invoices from email, extracts and validates the data, posts them to the accounting software, and automatically matches bank statement entries against open invoices, flagging only mismatches for review.
- AI invoice extraction with validation rules
- Bank statement parsing and auto-matching
- Exception queue for mismatched payments
- Scheduled management reports
Frequently asked questions
FAQ — finance automation
What is invoice processing automation?
Software — usually AI-based — reads invoices arriving by email, extracts supplier, amounts and line items, validates them against rules and posts them into your accounting system. Your team reviews exceptions instead of typing every invoice.
Can AI replace a bookkeeper?
No — and it shouldn't. AI removes the data entry and matching work, which is most of the hours, but judgment, compliance and advisory stay human. The realistic outcome is a finance team spending time on analysis instead of typing.
Is it safe to use AI with financial data?
It can be, if the setup is designed for it: EU-based processing, strict access controls, data minimization and clear GDPR compliance. That design work is part of every financial automation project we deliver.
What is bank reconciliation automation?
The system reads your bank statements, matches each payment against open invoices automatically and leaves only the mismatches in an exception queue. Month-end reconciliation drops from days to hours.
Other industries
We also work with
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Shipment tracking, carrier management and order automation.
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Order processing, stock sync and marketing flows.
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Listings, lead management and document flows.
Professional Services
Client onboarding, contracts and time reporting.
Technology & SaaS
Product integrations, onboarding and support automation.
Manufacturing & Production
Orders, inventory and production tracking.
Healthcare & Clinics
Appointments, patient intake and records workflows.
Construction & Engineering
Quotes, site reporting and project documentation.
Hospitality & Tourism
Bookings, guest communication and review management.
Education & Training
Enrollment, scheduling and student communication.
Marketing & Media Agencies
Client reporting, campaign operations and CRM.
Working in finance & accounting?
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