Departments · Finance

Finance Automation

Finance is where the busywork hides in plain sight. Invoices keyed in by hand, ledgers reconciled line by line, month-end reporting rebuilt from scratch, expenses chased through inboxes and approvals stuck in someone's queue. Every one of those tasks is predictable, and predictable work is exactly what automation is for. We build the systems that handle invoicing, reconciliation, reporting, expenses and payment chasing, so your finance function closes faster and spends its time on the judgement calls instead of the data entry.

ledger.live
3,400Invoices processed
2 daysDays to close
99.6%Reconciled
Days, not weeksFrom first call to a live system.
Close in half the timeSame team, cleaner books.
You own itNo lock-in, no dependency.
01

Problems we solve

Where the time leaks

01

Invoicing and AP/AR by hand

Raising invoices, keying supplier bills and matching them to purchase orders one at a time eats a full role's worth of hours every month. Automation drafts, sends and files them, and flags only the exceptions that need a human.

02

Reconciliation across accounts

Matching bank feeds, card statements and the ledger line by line is slow, repetitive and easy to get wrong late in the day. Automated matching clears the routine entries instantly and surfaces only the ones that genuinely disagree.

03

Month-end reporting rebuilt from scratch

Every close means the same exports, the same spreadsheets and the same copy-paste into a board pack. A reporting layer pulls from live data, so the numbers assemble themselves and the team reviews instead of rebuilds.

04

Expense processing and approvals

Receipts sit in inboxes, claims wait for sign-off and coding gets done twice. Automated capture, coding and approval routing moves every claim through the right hands without the chase.

05

Chasing payments

Overdue invoices need a first reminder, a second, then a phone call, and someone has to remember all three. Automated dunning sends the right nudge at the right time and keeps cash coming in without souring the relationship.

02

What we build

One connected system for the finance function

Bespoke modules, wired into the accounting stack and bank feeds you already run. Take the whole platform or the one piece that is hurting most.

Invoicing automation

Invoices raised, sent and filed automatically, supplier bills read and matched to purchase orders, and only the true exceptions routed to a person. Your AP and AR run on rules instead of on someone's memory, and nothing slips because a spreadsheet row got missed.

3,400Invoices sent
98%Auto-matched
12Exceptions
99.6%Reconciled
4Accounts
2mTime to clear

Reconciliation

Bank feeds, card statements and the ledger matched automatically across every account, with routine entries cleared instantly and only genuine discrepancies flagged for review. The close stops waiting on a person to tick and tie thousands of lines by hand.

Financial reporting dashboards

Live dashboards that pull from your ledger and bank data, so P&L, cash position and the month-end board pack assemble themselves. The team reviews current numbers instead of rebuilding the same spreadsheets every close.

LiveP&L
+8.4%vs last month
2 daysTo close

Expense workflows

Receipts captured, coded and routed for approval automatically, with policy checks built in so nothing over-limit slips through.

Payment chasing

Automated reminders and dunning that escalate on schedule, keeping cash coming in without anyone remembering to send the email.

Accounting & bank integrations

Wired into Xero, QuickBooks, Sage or your ERP and connected to live bank feeds, so every system stays in sync.

03

Challenges we solve

What changes once it is running

Close the books in half the time

When reconciliation and reporting run themselves, month-end stops being a scramble. The team reviews finished numbers on day two instead of assembling them on day ten.

Get paid faster

Automated invoicing and scheduled chasing mean nothing goes out late and nothing sits forgotten. Cash lands sooner without anyone having to police the aged debtors list.

Free the team from data entry

The hours that went into keying invoices and ticking off statements go back to analysis and judgement. You get more finance capacity without another hire.

04

Our process

From first call to live system, in days

1

Discovery call

We map your finance function, your accounting stack and where the hours and money are leaking. No charge, no obligation.

2

Strategy & proposal

A clear build plan in plain language, a realistic timeline and one fixed, project-based quote.

3

Build & integrate

We build with AI and wire it into your ledger, bank feeds and tools. Real progress in days, not status reports in weeks.

4

Support & scale

It goes live, we keep it running, and we extend it as the finance function grows. You own everything we build.

05

Proof

What our clients say

"They built the whole platform and admin system for our community, and it went live faster than anything we thought possible. We run the entire operation from one place now."
FounderMembership Community Business (NDA)
"The AI trade analysis and admin CRM they shipped changed how the whole product works. Fast, sharp, and genuinely ours, and our users have now logged over 1 million trades on it."
FounderTrading SaaS Business (NDA)
"They built our accounting CRM exactly around how our team works and delivered it far faster than we expected, with the level of design detail we are particular about. Our whole finance team now runs on one source of truth, with instant reporting that has saved thousands of hours."
CEOAccounting & Finance Business (NDA)

Questions & answers

Finance automation, answered

Still unsure? The free audit answers the rest.

How do you keep our financial data secure?

Your data stays inside systems you own and control. We build on your infrastructure or a private environment, use least-privilege access and encrypted connections to your accounting stack and bank feeds, and never move financial records to anywhere you have not approved. There is no shared platform holding your books.

How accurate is the automation, and what happens to exceptions?

Routine, rules-based work such as matching, coding and reconciliation is handled automatically and consistently, which removes the human slips that come from doing the same task a thousand times. Anything that does not match cleanly is not guessed at, it is flagged and routed to a person to review, so accuracy goes up rather than down and nothing gets quietly wrong.

Can you integrate with our existing accounting stack?

Yes. We integrate with the tools you already run, from Xero, QuickBooks and Sage to a full ERP, and connect to live bank feeds, so you keep your existing setup and gain the automation layer on top of it rather than migrating everything to something new.

What does a typical finance automation project include?

Usually invoicing and AP/AR automation, reconciliation across accounts, financial reporting dashboards, expense workflows and payment chasing, all wired into your accounting stack and bank feeds. We scope it on the discovery call, and you can take the whole system or a single module.

How long does it take to automate a finance function?

Most builds go live in days rather than weeks or months. Building with AI removes most of the coordination overhead, so a small, focused team ships what used to take a room full of people.

Close faster with the team you already have.

Book a free audit and we will map exactly where your finance function is losing time and money, then hand you the plan to fix it.

Book a free audit