Accounting workflow automation
An ongoing technical partner for outsourced finance and accounting firms that want to serve more clients with less repetitive work.
Find where capacity is lost
We map how client data arrives, where it gets re-entered, which checks repeat, and which decisions require professional judgment. The first target is a defined workflow, with a measurement baseline and a responsible reviewer.
Billing and payments
Connect service data, rules, authorizations, invoices, and payment records. The design distinguishes preparation, submission, and confirmation, while preserving exceptions your team needs to investigate.
Payroll validation
Compare attendance and time records against agreed rules. Discrepancies bring evidence into the review; corrections and approvals stay with your team.
Reconciliation and close
Integrate sources, apply matching rules, and make differences and unresolved records visible. Your team retains control of adjustments, policies, and close decisions.
Pilot before expanding
Keep useful tools and prove one scoped workflow before extending it. We agree scope, access, measurement, support, and handover per engagement. Milestone billing is tied to live, adopted features.
Is this the right fit for your firm?
Automation helps when effort is concentrated in repetitive data handling, checks, and coordination. If you need immediate accounting coverage or more specialized judgment, additional staff or accounting services may be necessary. We can coordinate workflow input from experienced accounting professionals when needed; that scope is agreed separately.
Work in production
Two applications for the same outsourced financial operations firm.
Billing automation
From attendance and authorizations to verified invoices, with exceptions visible to the team.
Payroll validation
Attendance, timesheets, and business rules brought into a review workflow with the evidence in reach.
Let’s talk about your workflow
Tell us what work repeats and where your team needs to stay involved.
Email Seth