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.
Where it hurts
3 pains- Re-keying invoices and statements from PDFs and email
- Reconciling payments against orders by hand
- Month-end reports assembled from a dozen exports
What changes
3 outcomes- Capture source documentsSource documents captured and structured automatically
- Match payments to ordersPayments and orders matched on a schedule, exceptions flagged
- Deliver recurring reportsRecurring reports assembled and delivered on time
Recipes built for finance teams
2 recipesCapture 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.
New invoice email arrives in Gmail → Parser reads the PDF, any layout → Line items written to a per-supplier tab in Sheets → Duplicates flagged, daily summary emailed
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.
New or updated order in Shopify → Order written/updated in a Sheet → Refunds and chargebacks flagged by rule → Daily exceptions summarised
See the full recipe library or browse our services.
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Ready to automate for finance teams?
Book a consultation and we'll map the highest-ROI automation for your team, before you commit.
We typically respond within 24 hours