Finance & Accounting automations
Manual finance & accounting work, automated job by job. 65 automations across 8 process areas.
All Finance & Accounting jobs
AML Transaction Monitoring Alert Triage Automatically prioritize and pre-investigate AML transaction monitoring alerts, so analysts spend time on genuine risk instead of routine false positives. AP Aging Report Generation Automatically generate an up-to-date accounts payable aging report by vendor and bucket, without exporting and rebuilding a spreadsheet each week. AR Aging Report Generation Automatically generate an up-to-date accounts receivable aging report by customer and bucket, with dispute and credit-hold context built in. Automate 3-Way Invoice-to-PO Matching Automate 3-way matching of invoices, purchase orders and goods receipts. AI flags exceptions instead of forcing your AP team to chase every mismatch. Automate Invoice Coding to GL Accounts Automatically code vendor invoice line items to the correct GL account and cost centre, learning from your historical coding patterns. Automate Recurring Invoice Scheduling Automatically schedule and process recurring vendor invoices like rent, subscriptions and retainers, with amount-change alerts before payment. Automate Vendor Onboarding and W-9/W-8 Collection Automatically collect, validate and file vendor tax forms and banking details during onboarding, with reminders chasing anything missing. Automate Vendor Statement Reconciliation Automatically match vendor statements against your AP ledger, surfacing missing invoices and payment timing gaps without a manual line-by-line review. Automated Bank Reconciliation Automatically match bank transactions to your ledger, handling batch deposits, part-payments and FX rounding, with only genuine exceptions surfaced. Automated Credit Note Processing Automatically generate and apply credit notes from approved returns, disputes or pricing corrections, matched back to the original invoice. Automated Customer Invoice Generation Automatically generate and send customer invoices from orders or delivery confirmations, with correct pricing, tax and terms applied every time. Automated Duplicate Invoice Detection Automatically flag duplicate vendor invoices before payment, even when the amount, date or invoice number is slightly altered. Automated Finance KPI Dashboard Refresh Automatically keep finance KPI dashboards current from live source data, so leadership never makes a decision off a stale, manually-updated number. Automated Payslip Generation and Distribution Automatically generate and securely distribute payslips to every employee after each pay run, with delivery confirmation tracked centrally. Automated Purchase Order Creation From Requisitions Automatically generate purchase orders from approved requisitions, with correct vendor, pricing and terms carried over without manual re-entry. Automating Dunning and Overdue Payment Reminders Automatically send escalating, tone-appropriate payment reminders as invoices age, and stop chasing the moment a payment clears. Automating Receipt Data Capture and Categorization Automatically extract and categorize receipt data from a photo, learning your team's spending patterns so coding gets more accurate over time. Bad Debt Provisioning and Write-Off Flagging Automatically flag receivables at risk of becoming bad debt and calculate provisioning estimates, based on real aging and payment behavior signals. Balance Sheet Account Reconciliation Automatically reconcile balance sheet accounts against sub-ledgers and supporting schedules, with aging flags on stale reconciling items. Budget vs. Actual Variance Reporting Automatically generate budget vs. actual variance reports by department, with likely drivers identified instead of just an unexplained gap. Cash Application: Payment-to-Invoice Matching Automatically match incoming customer payments to open invoices using remittance data, even when references are missing or amounts don't line up exactly. Cash Flow Forecasting Automatically generate a rolling cash flow forecast from live AR, AP and payroll data, updated continuously instead of rebuilt from scratch each month. Collections Call Prioritization Automatically rank which overdue accounts a collections team should call first, based on balance, risk pattern and likelihood to respond. Commission Calculation and Payout Automation Automatically calculate sales commission against your plan rules and CRM data, with full traceability so every rep can see how their number was built. Corporate Credit Card Statement Reconciliation Automatically match corporate card transactions to receipts and GL coding, flagging missing receipts and policy exceptions before statement close. Cryptocurrency Wallet Transaction Reconciliation Automatically reconcile cryptocurrency wallet transactions against your accounting ledger, handling multi-chain activity, gas fees and cost-basis tracking. Customer Credit Limit Checks Automatically check a customer's credit exposure against their limit before an order ships, blocking or flagging risk without slowing down clean orders. Customer Statement Generation and Distribution Automatically generate and send monthly customer account statements showing open invoices, payments and balance, on schedule without manual assembly. Deduction and Short Payment Resolution Automatically diagnose why customer payments arrive short of the invoice, categorize the deduction reason and route it for resolution or dispute. Departmental Budget Rollup Automatically consolidate department budget submissions into a single group view, catching version conflicts and format inconsistencies before rollup. Early Payment Discount Capture Automatically identify and act on early-payment discount terms like 2/10 net 30 before the window closes, without manually tracking every vendor's terms. Employee Expense Report Processing Automatically process employee expense reports end to end, from receipt capture through policy checking to reimbursement, no manual line review. Expense Policy Compliance Checking Automatically check every expense against your actual policy rules, flagging real violations by severity instead of a generic pass/fail on every line. Fixed Asset Register and Depreciation Tracking Automatically maintain your fixed asset register and calculate depreciation, catching disposals and additions that a manual spreadsheet tends to miss. Gaming Duty and Levy Calculation Automatically calculate gaming duty and regulatory levies across jurisdictions and product types, traceable back to gross gaming revenue. Intercompany Reconciliation Automatically match intercompany balances across entities before consolidation, catching FX, timing and elimination mismatches early. Investor and Board Reporting Pack Automation Automatically assemble investor and board reporting packs from live financial and operational data, with metrics tracked consistently period to period. Invoice Approval Routing Automatically route each invoice to the right approver based on amount, department and vendor, with escalation when approvals stall. Invoice Exception and Hold Resolution Automatically triage and route held or exception invoices to the right person with the specific issue pre-diagnosed, instead of a generic hold queue. Loan and Interest Schedule Reconciliation Automatically reconcile loan balances and accrued interest against the amortization schedule, catching rate changes and payment timing errors early. Management Report Pack Assembly Automatically assemble the monthly management report pack from live financial data, with commentary drafted from this period's numbers, not last month's. Merchant Settlement Reconciliation for Card Payments Automatically reconcile in-store or POS card sales against merchant processor settlement, catching interchange fee variances and missing batches. Mileage and Travel Expense Calculation Automatically calculate mileage reimbursement from actual trip data at the correct current rate, without an employee estimating distance by memory. Monthly Close Checklist Automation Automatically track and coordinate every month-end close task across teams, with dependency-aware sequencing and real visibility into blockers. Multi-Entity Financial Consolidation Automatically consolidate financials across entities with currency translation, elimination entries and chart-of-accounts mapping handled consistently. New Starter and Leaver Payroll Setup Automatically set up new employees and process leavers in payroll from HR system triggers, so nobody is missed on the next pay run. Overtime and Shift Differential Calculation Automatically calculate overtime and shift differential pay against your actual policy rules, catching miscalculations before they reach a paycheck. Payment Gateway Settlement Reconciliation Automatically reconcile Stripe or PayPal payouts against transactions, fees and refunds, so the deposit in your bank account actually makes sense. Payment Run Batching and Preparation Automatically assemble, validate and stage payment runs from approved invoices, with duplicate and bank-detail checks before the batch is submitted. Payroll Bank Reconciliation Automatically reconcile payroll bank debits against the payroll run, catching failed payments, duplicate runs and unexpected amount variances. Payroll Data Entry From Timesheets Automatically pull hours from timesheets into payroll, applying pay codes and catching missing or implausible entries before the pay run. Payroll Variance Checking Automatically flag payroll anomalies against the prior run before payment, catching data errors before they become a wrong paycheck. Pension and Benefits Contribution Processing Automatically calculate and remit pension and benefits contributions against employee elections, catching drift before it becomes a compliance issue. Per Diem Policy Application for Travel Automatically apply the correct per diem rate by destination and trip length, handling partial days and meal deductions without manual calculation. Petty Cash Reconciliation Automatically track petty cash disbursements against receipts and running balance, catching shortfalls before month-end instead of after. Purchase Requisition Approval Routing Automatically route purchase requisitions for approval with real-time budget availability checked first, so approvers aren't guessing at remaining spend. Recurring Billing and Subscription Invoicing Automatically generate subscription invoices with correct proration, upgrades, downgrades and cancellations handled, not just flat recurring renewals. Revenue Forecasting From Pipeline Data Automatically forecast revenue from CRM pipeline data using your actual historical conversion and timing patterns, not sales reps' stage-based guesses. Sales Tax Rate Lookup and Application Automatically determine and apply the correct sales tax rate on every invoice by jurisdiction and product category, tracking nexus exposure as you grow. Tax Filing Deadline Tracking Automatically track every tax filing deadline across jurisdictions and filing types, with escalating reminders so nothing is filed late. VAT Invoice Validation for Reclaim Automatically check vendor invoices meet the formal requirements to reclaim input VAT, catching disqualifying issues before the claim is filed. VAT Return Preparation Automatically assemble and cross-check VAT return figures from your ledger, catching coding errors before filing rather than at the next audit. Vendor Invoice Data Capture and OCR Extraction Extract line-item detail from vendor invoices in any layout or format and push clean, structured data straight into your accounting system. Vendor Master Data Cleanup Automatically find and merge duplicate vendor records, standardize formatting, and flag stale or risky vendor data in your ERP. Withholding Tax Document Preparation Automatically track withholding obligations and prepare 1099s and other withholding tax documentation from validated vendor and payment data year-round.