Finance automation
A first draft of variance commentary is prepared from the numbers, ready for the finance lead to edit.
Free introductory call. Choose a time in Calendly.
We confirm suitable connections, access and file hand-offs before agreeing a build.
How it works
Generic description of how this kind of automation is usually built. Your version is scoped before we agree a build.
Human review
Proof
Illustrative workflow recipe. Inputs, connections, review points and outputs are agreed for each build. This is not a customer case study.
Expected effort and savings depend on your volumes. Model yours in the ROI calculator.
Related automations
Supplier invoices arrive by email, get read, coded and queued for approval before posting to your accounting system.
Open recipe →Match invoices against POs and goods received, and only send the mismatches to a person.
Open recipe →Receipts are captured, read and checked against your expenses policy before a manager approves.
Open recipe →Questions
Yes, where the process is repeatable and the data is in a system. A first draft of variance commentary is prepared from the numbers, ready for the finance lead to edit. Commentary is edited and owned by a person.
Typically covered by Knowledge workflow (individually quoted). If the process is unclear, start with the £499 assessment. Scope and final price are agreed before work starts.
Xero, Spreadsheets. We confirm suitable connections, access and file hand-offs before agreeing a build.
Next step
Choose a time in Calendly to discuss what keeps coming back onto your team’s desk. Any assessment or build is agreed separately.
Prefer email? stephen@aiclerq.com
Assessment £499 with a two-hour systems walkthrough and report. Simple workflow £995; connected workflow £1,500-£3,000; bespoke work individually quoted. Basic care £150-£250/month; active improvement from £750/month. Scope and final price agreed first.
Start with a free introductory call. Choose a time in Calendly. The optional £499 assessment includes a two-hour walkthrough of one team and its systems, preparation, a prioritised report and a short follow-up call. A defined build can be quoted directly.
We start with your current tools. We confirm suitable connections, access and file hand-offs before agreeing a build. The Xero example does not establish support for every accounting platform.
Payments, supplier decisions and customer replies stay under human approval. We agree the inputs, secure sharing method, access permissions and responsibilities before work starts. Use only a brief description in the public enquiry form. Do not send confidential records. See our privacy policy for website data handling.
Sometimes AI is not worth it yet. If the process is unclear, automating it makes it faster and worse, and we will tell you so. Try the readiness check.