Finance automation use cases
If you do your own books, invoices get typed in on a Sunday and duplicates slip in. The finance workflows here start with that paperwork: reading invoices that arrive by email or as PDF files, checking each one and sending anything risky to you before it goes any further.
AI does one narrow job, pulling the fields into a fixed format. Everything after that is code: a fingerprint so the same document is never processed twice, a math check that the subtotal plus tax equals the total, a check that the total and the invoice number really appear in the document, and a review queue for anything that fails. No workflow here moves money. What usually breaks is the odd document, so each page shows exactly what happens to it.
Who does the work
- Use cases
- 1
- Rule steps
- 4
- AI steps
- 1
- Person steps
- 1
- Stress tested
- 0 of 1
Counted across the use case below. AI reads, judges or drafts. Fixed rules check, decide and route. A person approves anything that goes out.
01Use cases
What you can automate in Finance
One workflow so far. Tell us the task you want to automate and it may be next.
- Routes
Each workflow’s steps, in the order they run.
- Trigger
- Rule step
- AI step
- Person step
- Output
- Checks
- Every workflow faces the same 8 checks. A check counts only when its test run is recorded; checks that do not apply are left out of the count. 4 checks are built into these designs and still wait for a recorded run. What we test
Pull invoice details out of emails and PDFs, with a human check on anything risky
Starts when an invoice arrives by email or as a PDF. Ends with clean invoices approved and anything risky waiting in a review queue for a person.
Uses AI7 steps, 1 AI step
- AI steps
- 1
- Stress test
- Not yet
- 0 of 8 checks recorded
02Can I automate it?
Asking about one task?
These questions have a page of their own, with a straight answer and what stays with a person.
Can you automate invoice processing?
Yes, partly. Reading and checking invoices can be automated; a person still approves anything that fails a check.
Can you automate data entry?
Yes, partly. A workflow reads documents and lists, checks every value with fixed rules, and loads the clean rows. Anything that fails a check waits for a person.
03Other departments
The rest of the line
Not on the list
Your task is not on the list?
Describe the one job you repeat every week. We tell you if it is worth automating, and how to start.
Ask a question about a workflow, or send one you want to build. We reply within 5 working days with a straight answer: yes, partly, or not worth automating, and how to build it. If you would rather we build it, say so in the form.