Industrial distributor, South Asia · Distribution · 2025
Accounting, banking and collections — one workflow.
Materially
fewer finance hours
100%
actions approved by humans
Native
accounting integration
01Context
The finance team was spending most of its week on repetitive integration work: invoicing, reconciling bank statements against the accounting system, and chasing overdue payments across spreadsheets. The CFO wanted the drudgery gone, but not at the cost of control — every payment going out had to be reviewed by a human first.
02Approach
- 01
Audited the invoicing, reconciliation and collections workflows and codified the rules the software had to follow.
- 02
Built integrations with the customer's accounting system and banking feeds so invoices, ledgers and payments live in one workflow.
- 03
Shipped a finance dashboard with role-based approvals — drafts by the system, review by the team, sign-off by the CFO.
- 04
Automated reconciliation matching and draft follow-ups on top — every action still reviewed by a human.
03Outcome
The finance team spends materially fewer hours on transactional work and reallocates it to closing books faster and chasing edge cases. Every action is logged and was approved by a named human.
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