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If somebody copies the data, there is probably an integration missing.

Automate repetitive finance work around the systems you already use: invoice processing, reconciliation, approvals, dunning and reporting.

Manual copy-and-paste is a symptom, not a process

When finance teams move the same data between email, ERP, DATEV, Stripe and bank portals, the missing piece is usually a connection between systems rather than another dashboard.

Incoming invoices

Invoice → validate → extract → approval → accounting → exception queue

Reconciliation

Stripe + PayPal + Bank → normalize → match → accounting → exceptions

Dunning

Overdue invoice → payment check → reminder → escalation → CRM update

Common symptoms

  • Same invoice data entered twice
  • Approvals happen in email, not in workflow
  • Reconciliation spreadsheets updated weekly by hand
  • Dunning disconnected from payment status
  • Exceptions discovered at month-end close

Workflows we automate

  • Incoming invoice validation and routing
  • Stripe + PayPal + bank reconciliation
  • Approval and exception queues
  • Dunning and payment follow-up
  • ERP / CRM / DATEV synchronization
  • Reporting and monitoring

Entry offer

Finance Workflow Audit

Identify the manual steps between your systems and which connections would remove the most repetitive work first.

  • Manual step inventory
  • System handoff map
  • Automation opportunity ranking
  • Risk and exception review
  • Recommended first workflow to automate

Fixed-scope audit

Audit my workflow

Implementation process

01

Diagnose

Find where people become the integration layer.

02

Map

Define one workflow to automate first with clear inputs and outputs.

03

Implement

Build routing, matching, approvals and exception handling.

04

Hand over

Monitoring, documentation and maintainable automation your team can extend.

Start with one workflow. Expand only where the business case is clear. Fixed-scope audits and implementations; complex integrations scoped individually.

FAQ

Show us where the workflow breaks

Tell us which systems you use and where the process becomes manual or unreliable.

Book a system diagnostic