60+
Hours saved every month for a New Zealand non-profit through our targeted invoice automation solution.
Read the case studyWhat We Automate
From invoice capture to board-ready reporting, we automate the finance workflows that drain your team's time.
Accounts Payable
Automated invoice capture, coding to chart of accounts, approval routing, and payment scheduling. No more manual data entry or lost invoices.
Financial Reporting
Automated dashboards, consolidation reports, and board packs. Get real-time visibility without the monthly scramble.
Xero Integration
Seamless sync between your tools and Xero. Automated reconciliation, workflow triggers, and data validation.
Expense Management
Capture receipts, auto-categorise expenses, enforce policies, and push approved claims straight into your accounting system.
Compliance & Audit Trails
Every transaction logged, every approval tracked. Full audit trails that make compliance reviews straightforward.
Custom Invoice Automation
We built a targeted invoice automation for a national sporting body with 30-100 staff who were looking to modernise their accounts payable workflow. The solution streamlined the entire process from invoice capture through to coding, approval, and posting — integrated directly with Xero.
What previously consumed days of staff time each month now largely runs itself. The finance team focuses on strategy and analysis rather than data entry.
Read the full case studyAutomation Results
60+ hours
Saved per month on invoice processing
Near-zero
Error rate on invoice coding (client-reported)
Xero
Fully integrated with existing accounting stack
Automated Financial Reporting
Beyond invoice processing, we built automated financial reporting for a peak sporting body in New Zealand. Monthly board reports, budget variance dashboards, and grant acquittals now generate automatically from live data — no more spreadsheet wrangling.
This is the kind of finance automation that frees your team to focus on insights rather than assembly. If your finance team spends days each month compiling reports, there is a better way.
See how we transformed their reportingHow It Works
Five clear steps from discovery to live automation.
Discovery & Process Mapping
We map your current finance workflows, identify bottlenecks, and quantify the time and cost of manual processes.
Solution Design
We design the automation architecture — which tools, what integrations, how data flows, and where humans stay in the loop.
Build & Integration
We build the automation, integrate with Xero and your existing tools, and configure approval workflows to match your policies.
Testing & Training
Rigorous testing with real data, followed by hands-on training so your team is confident from day one.
Go Live & Optimise
We launch, monitor performance, and continuously optimise based on real-world results and your feedback.
Frequently Asked Questions
What finance processes can you automate?
We automate accounts payable, invoice processing, financial reporting, expense management, reconciliations, and compliance audit trails. Any repetitive finance workflow that follows consistent rules is a strong candidate for automation.
How does your invoice automation work?
We build custom invoice automation solutions tailored to your workflow. A typical solution streamlines the entire process from invoice capture through to coding, approval routing, and posting to your accounting system. We integrate directly with Xero and other platforms. One engagement saved a national sporting organisation over 60 hours of manual processing per month.
Does this work with Xero?
Yes. Our finance automation solutions are built to integrate with Xero, which is the most popular accounting platform in New Zealand. We also work with MYOB and other platforms where needed.
What ROI can I expect from finance automation?
Most clients see a return within 2-3 months. One project for a national sporting organisation saved 60+ hours monthly — that is real salary cost redirected to higher-value work. Your ROI depends on transaction volume and process complexity, which we assess in our free discovery call.
How long does implementation take?
A typical finance automation project takes 4-8 weeks from discovery to go-live. Simple automations like invoice routing can be live in under two weeks. More complex solutions involving multiple integrations take longer but are rolled out in phases.