Streamline Financial Automation

  • Keep tabs on all cash that comes in and goes out of your office everyday
  • Ensure that the right data goes into the books with accounting approvals
  • Manage the entire lifecycle of your financial assets, from acquisition to disposal

Check Payment Requests

Complete payments to vendors on time to gain goodwill and ensure compliance. Automate all payment rules, inform all stakeholders and eliminate hand signatures on papers. Set reports to be delivered to specific staff at different times of the day.

Vendor Additions

Seamlessly handle multiple vendors and their relationships by implementing automation. Store vendor information in a centralized location and take care of the approval process while adding a new vendor.

Client Invoicing

Create invoices for your clients, maintain records of all invoices generated throughout the week, month and year. Get approvals on time with automated routing and send notifications when delays occur.

Document Generation

Implement document generation for consistently compliant digital documents. Customizable forms and contracts with pre-populated data reduce errors and keep business outcomes positive.

Automated Compliance

Replace paper documents with automated tasks that store digital documents without human intervention. Build compliance checks into processes to avoid non-compliance and create audit trails to report on adherence.

SPOTLIGHT

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Benefits of automating Finance processes

Reduce errors

Automating data collection offers a clear view into the finance pipeline. Errors are reduced by eliminating the need to switch between multiple tools or sort through information manually.

Streamline & expedite approvals

Automate financial processes to eliminate the bottlenecks that occur in reviews and approvals. Using rules ensure that no transactions are completed without proper approval in place.

Improve efficiency

Use dashboards to measure the efficiency of each process and analyze potential reasons behind bottlenecks. Integrating the existing databases and financial tools enables collaboration between departments and enhances efficiency,

Enhance collaboration

Automation makes it easy to create requests and even easier to track, view and report. Achieve consistency with customized form fills and reduce routine tasks with triggered emails and notifications.

Better Customer Service

Automation provides customers with real-time information, like the status of their payments or account balances, leading to faster response times and improved customer satisfaction.

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Innovation Starts Here!
Book a Free Consultation Now.

Incredible, high-performing digital solutions are just a click away - let’s build them together.

What’s On Your Mind?

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Thank you for getting in touch! We appreciate you contacting us isquarebs

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