Accounting automation, built for your books
Invoice entry, reconciliation and month-end reports eat the hours your team should spend on exceptions and advice. We build private automation tools that capture, code and reconcile for you — run from your own dashboard, writing straight to your accounting software.
What we automate for accounting teams
Invoice data extraction
PDF and scanned invoices turned into coded, validated rows in your ledger — supplier, totals, tax and line items included.
Receipt capture
Email or upload receipts and have them matched to transactions and expenses, with VAT handled per your region.
Reconciliation
Match bank lines to invoices and POs, flag unmatched items, and surface duplicates before they're paid twice.
Month-end reporting
Assemble the same reports every period from the same sources, so close is a check rather than a rebuild.
What you get back
In your accounting system
- Coded, validated transactions in Xero, QuickBooks, Sage or NetSuite
- Supplier and ledger codes attached automatically
- Review queue for anything that fails a validation rule
- Source files linked to every row for audit
- Per-client isolation for accounting firms
What you provide
- Sample invoices or receipts to calibrate against
- Your chart of accounts and supplier list
- API access to your accounting software (or a spreadsheet target)
- Your tax and currency rules
Built for firms, not just one ledger
Accounting firms use WorkFlowBot to give every client an isolated capture tool — receipts and invoices go in per client, coded transactions come out per client, and your team reviews exceptions in one place. No client ever sees another's data, and a broken pipeline on one tenant never touches the rest.
Accounting automation questions
What accounting tasks can be automated?
Invoice and receipt data capture, supplier matching, bank reconciliation against invoices, recurring journal entry generation, and month-end report assembly. Anything repetitive that moves numbers between systems is a candidate.
Can it write to our accounting software?
Yes. We can push extracted data to Xero, QuickBooks, Sage, NetSuite or a spreadsheet, with the supplier, tax codes and references attached. If it has an API, we can almost certainly write to it.
Does automation work for bookkeeping clients, not just internal finance?
Yes — this is a common build for accounting firms. Each client gets an isolated tool in their own tenant: receipts go in, coded transactions come out, and your team reviews the exceptions rather than the data entry.
How is accounting automation different from buying OCR software?
OCR only reads a document. Automation reads it, validates it, matches it, codes it and delivers it to the right place. The value is the finished record in your ledger, not the text on a page.
Is our financial data secure?
Each customer's files and records are isolated using row-level security, and access is limited to your own users. Files are stored against your account only, never shared across tenants.
Get accounting automation built for your process
Tell us the task eating your finance team's week. We scope it, build it against your real documents, and hand it over as a tool in your dashboard.
Related reading
- Invoice data extractionThe most common accounting automation we build.
- How to automate invoice processingThe step-by-step behind accounts-payable automation.
- Business automation servicesWhat we build across every function, not just finance.
- Small business automationHow this works without an engineering team.