Services

Apps & Automation

Our breadth of application and automation expertise is unparalleled in the industry. We implement, integrate, and automate the tools that run your business.

50+
Platforms Supported
12
Industry Verticals
98%
Client Retention
Platforms We Cover
Every tool your finance team relies on
Accounting & Bookkeeping
Document Tracking & Publishing
AR & AP Solutions
Payroll
Tax Prep
Working Papers
Performance Analytics (Fractional CFO)
Inventory
Practice & Workflow Management
Communication & Security
ERP
Real Estate Management
E-Commerce
Technology
Healthcare
Construction
Law
Platforms we work with
Automation Services
What we automate for you

We go beyond implementation โ€” we build automated workflows that eliminate repetitive tasks, reduce errors, and connect your tools.

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Bank Feed Automation

Auto-import, categorise, and reconcile transactions daily across all your accounts. Zero manual data entry.

XeroQBODext
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Invoice & AP Workflow

Capture supplier invoices via email or scan, route for approval, and post โ€” fully automated end to end.

HubdocDextSAP
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Reporting Dashboards

Automated P&L, cash flow, and KPI reports scheduled and delivered to stakeholders on your timetable.

Power BIFathomJirav
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Payroll Automation

Salary runs, deduction calculations, payslip distribution, and tax submissions โ€” triggered automatically each pay cycle.

WagepointDayforceADP
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App Integration

Connect your CRM, e-commerce, payroll, and accounting systems so data flows automatically โ€” no duplicate entry.

ZapierMakeAPI
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Month-End Close

Checklists, automated journal entries, inter-company reconciliations, and sign-off workflows that cut close time in half.

Sage IntacctNetSuite
Not sure which platform fits your business?

Our experts will assess your needs and recommend the right solution โ€” honest advice, no sales pitch.

Book a Free Consultation โ†’