Automating Financial
Workflows
for Efficiency & Accuracy
Financial Process Automation streamlines and automates financial tasks, reducing manual effort, enhancing accuracy, and improving compliance.
By leveraging Alteryx, we help businesses transform their financial operations, from invoice processing to financial reporting, driving efficiencies that lead to cost savings and improved decision-making.
How financial automation works
With deep expertise in financial processes, our founders—Chartered Accountants—bring a wealth of industry knowledge to every solution we deliver.
We understand the challenges finance teams face when managing repetitive tasks, reconciling data across multiple systems, and ensuring accuracy in reporting.
Leveraging Alteryx’s powerful automation capabilities, we streamline your financial workflows, integrating data from multiple sources and enabling real-time insights that save time and improve decision-making.
Automate
Repetitive
Tasks
Replace manual tasks like invoice processing, payroll, reconciliations and regulatory reports with automated workflows.
Centralise
Financial
Data
Bring together data from disparate sources into a single, unified view for easier analysis and reporting. Say goodbye to manually combining data from spreadsheets and reports in Excel.
Integrate
With Other
Systems
Seamlessly connect with financial systems as well as Timesheet, Inventory, CRM, and other platforms to pull in real-time data.
Tailored
Finance
Workflows
Create customised workflows to meet your specific financial processes, from budgeting to forecasting.
Financial Automation in Action
Cashflow
Modelling
Cashflow modelling uses customer payment patterns and expected dates to accurately forecast cash receipts and debtor balances, identifying potential financing issues in advance. Factoring in upcoming VAT and PAYE obligations further enhances forecast precision.
Payroll & Bonus
Calculations
Automate bonus calculations by programming scheme criteria directly into your systems, streamlining payroll integration to reduce errors and processing time. Generate personalised bonus memos for transparency, minimising finance queries.
Product
Profitability
Automating product profitability reporting streamlines the allocation of both direct and indirect costs. Automation enables more sophisticated cost allocation, producing optimised datasets for deeper analysis and trend identification. This approach delivers insights tailored for enhanced product oversight and performance review.
Financial
Reporting
Schedule and automatically generate up-to-date financial reports, containing data from core systems. Routinely distribute reports or publish with a data visualisation tool with tailored insights for improved decision-making.
Complex
Reconciliations
Reduce the time taken to complete your month-end processes by automating your routine account reconciliations, like bank reconciliations or inter-company accounts.
Why Choose
Financial Process Automation?
Enhanced
Accuracy
Faster
Closures
Improved
Compliance
Team
Efficiency
Ready to automate your financial processes?
Contact us to discuss how Financial Process Automation can streamline your finance operations and drive efficiency across your organisation