Keep the format your team knows
Generate reports and invoice outputs around familiar Excel templates. We work through the layout, calculations and source fields with the people who prepare and check them.
Finance automation
Your finance reports. Less manual work.
Automate reports and invoicing around the Excel formats your finance team already uses. All within your own branded operations platform.
Your brand. Core platform live in days.
YOUR PLATFORMYOUR WORKFLOW
01Payment records
02Fee rules
03Your Excel template
BUILT AROUND YOUR TEAMYour finance workflow
Finance report
Excel output
Invoice preparation
Illustrative workflow. Tailored with your team.
LESS REPETITION. MORE CONTROL.
Familiar reports. A better way to prepare them.
Take repetition out of reporting
Automate the preparation that happens every reporting period. Your team can spend more time reviewing the result and resolving exceptions.
Bring finance into the same platform
Connect the reporting conversation to payments, BI and customer operations. Build tailored workflows while your branded platform is already live.
FROM EVERYDAY WORK TO AUTOMATION
Start live.
Build around your team.
Branding and environment setup get your core platform live in a few days. We then work with the people doing the work to automate their processes while they are already using it.
- Existing platform foundation
- Finance report generation and Excel invoice templates within the white-label platform.
- Tailored with your team
- Your report layout, calculations, source fields and recurring preparation steps.
- 01
Inputs
Agree the source records, reporting period, template, fee rules and required adjustments with finance.
- 02
Automation
Build the agreed preparation and calculation steps around the report or invoice workflow.
- 03
Reviewed output
Compare totals and exceptions with a known result before adopting the output for routine work.
Do we have to replace our spreadsheets?
No. We can work around the Excel formats your team uses. Bring a sample so we can confirm the layout, calculations and any workbook-specific requirements and identify what needs tailoring.
Does this replace our accounting ledger?
The offer covers financial reporting and tailored invoice workflows within the operations platform. Any requirement to replace an accounting ledger, connect an external accounting package or handle tax-specific reporting must be discussed separately.
Do reports have to be finished before launch?
No. The ready core platform goes live in a few days through branding and environment setup. Your team can use it while we develop and validate the agreed finance automation.
YOUR OPERATIONS, UNDER YOUR BRAND
See the platform.
Discuss your workflow.
See a finance report, its source records and an Excel output. Then discuss the reporting work your team wants to automate.
A redacted example is helpful, but you don’t need one to request a demo.