Use cases
Practical, believable, already in production.
Six workflows finance teams run every month — each one built to remove the manual component, not to replace your system.
01
Payment Matching
Credit card, ACH, and customer payment matching.
Fees
Timing differences
Partial payments
Same-amount transactions
Deposits
Exception review
02
Reconciliations
Bank, GL, subledger, and operational reconciliations.
Auto-match
Suggested matches
Exception queues
Audit trail
03
AP Approvals
Invoice workflow and approval routing.
OCR
Vendor / department routing
Email approvals
Approver tracking
ERP import / export
04
Reporting Prep
Automate monthly report preparation.
Data pulls
Data cleanup
Mapping
Consolidation-ready outputs
Commentary support
05
Cash Flow Forecasting
13-week cash flow preparation and roll forwards.
AR / AP aging
Payment patterns
Forecast cadence
Weekly cash view
06
Close Support
Close checklist and anomaly detection.
Missing accruals
Unusual variances
Incomplete entries
Recurring journal checks
Watch
See workflow automation in action
A short walkthrough of how we sit between your systems — matching, reconciling, and preparing the work automatically — while your team only reviews the exceptions.