Invoice intake
You start with
Supplier invoices and purchase references
We prepare
Draft records with supporting documents
Human check · Your accounts team verifies fields and coding
← All the roles we support
Processing support for your accounts teamGet the paperwork ready.
Get the paperwork ready.
Keep the financial decisions with you.
We help your bookkeeper or accounts team with the repetitive preparation around invoices, receipts and reminders. They keep control of accounting decisions and payments.
One ongoing service. Priorities agreed across the business.WORK PRODUCT↗
Supplier invoice · INV-204
SUPPLIERExample Wholesale
INVOICEINV-204
REFERENCEPO-518
STATUSExtract fields
Example invoiceA$1,240
Read the document into a draft record.
WORK PRODUCT↗
Check the supporting details
SUPPLIERExample Wholesale
INVOICEINV-204
REFERENCEPO not found
STATUSFlag mismatch
Example invoiceA$1,240
A missing purchase reference is flagged, not guessed.
WORK PRODUCT↗
Ready for the accounts team
SUPPLIERExample Wholesale
INVOICEINV-204
REFERENCEPO-518
STATUSReview required
Example invoiceA$1,240
Your accounts person checks coding, tax and payment.
Read the invoice
Extract the supplier, invoice number, date and amount into a draft record.
The work behind the roleUseful jobs.
Useful jobs.
Clear outputs.
These are examples of work we can scope with you. We connect the tools and information you already use, then agree what is automated and what needs review.
Duplicate checks
You start with
Invoice numbers, suppliers and amounts
We prepare
A list of possible duplicates
Human check · A person decides whether to reject or proceed
Payment reminders
You start with
Approved outstanding invoice records
We prepare
Reminder drafts and contact tasks
Human check · You approve disputed or sensitive accounts
Accounts document filing
You start with
Invoices, receipts and naming rules
We prepare
Organised documents and retrieval links
Human check · Your bookkeeper controls retention and access
Start with a real jobA small wholesale business.
A small wholesale business.
A practical first workflow.
Starting point: Supplier invoice · INV-204.
Useful result: An invoice record ready to review.
Extract the supplier, invoice number, date and amount into a draft record. Present the document and extracted fields together. Your accounts person checks coding, tax and payment approval.
What we need from you
- Your accounts process and approval rules
- Sample documents with sensitive details removed for discovery
- The person responsible for financial review
What we can measure together
Preparation time, missing references caught, duplicate flags reviewed and time spent finding documents.
A person stays responsibleClear boundaries.
Clear boundaries.
Useful support.
This is finance administration support, not accounting, tax or financial advice. Payments, tax treatment and financial sign-off remain with authorised people.
Your AI team handles setup, testing and maintenance. Your team helps define the work and reviews the decisions that need their judgement.
Help in the other parts of your businessThe same AI team.
The same AI team.
More places to help.
Included in an agreed cross-business scope
From A$4,400/month.
No GST charged. We prioritise the jobs together, including tool usage and review points, before you start.