What Actually Gets Automated
People always ask what parts of their financial workflow we can actually automate. The answer might surprise you — it's probably more than you think, but less than some companies promise.
- Invoice generation and delivery based on your existing contracts and milestones
- Payment tracking that flags overdue accounts without bothering you about everything
- Expense categorization that learns from your patterns and gets smarter over time
- Bank reconciliation that handles routine transactions and flags unusual activity
- Financial reporting that generates the numbers you need when you need them

