15 / Solutions / Finance teams

AI & automation for Finance teams.

Finance runs on data that lives in other people's tools — invoices in email, payments in Stripe, orders in Shopify. We wire it together so the numbers arrive where you work, reconciled and current.

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Manual, spikyAutomated, flat

01 /

Where it hurts

✕Re-keying invoices and statements from PDFs and email
✕Reconciling payments against orders by hand
✕Month-end reports assembled from a dozen exports

02 /

What changes

✓Source documents captured and structured automatically
✓Payments and orders matched on a schedule, exceptions flagged
✓Recurring reports assembled and delivered on time

03 /

Recipes built for finance teams

Capture supplier invoices from Gmail into Google Sheets

Supplier invoices arrive as PDFs in a shared inbox, each vendor with a different layout, and someone re-keys the line items into a spreadsheet every week.

Sync Shopify orders to Google Sheets and flag refunds

Order and refund data lives in Shopify, but finance works in a spreadsheet and reconciles by hand each day.

See the full recipe library or browse our services.

Industries we do this for

Finance & Insurance — Process more, error less
Professional Services — Run a lean team like a big one
E-commerce & Retail — Sell more without adding headcount

Ready to automate for finance teams?

Book a consultation and we'll map the highest-ROI automation for your team, before you commit.

Book a Consultation

We typically respond within 24 hours