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 workflowImplementation process
Diagnose
Find where people become the integration layer.
Map
Define one workflow to automate first with clear inputs and outputs.
Implement
Build routing, matching, approvals and exception handling.
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