Turn documents, data and approvals into controlled, connected workflows.
Human-reviewed automation that turns documents, data and approvals into controlled, connected workflows.
Start with the friction, risk or decision—not a technology or procedure list.
Documents are re-keyed manually
Invoices, receipts, statements and contracts consume time before the real review can begin.
Approvals live in messages
Requests, decisions and evidence become difficult to follow when they sit across inboxes and chat threads.
Systems do not connect
Teams repeatedly export, clean and re-enter the same information across accounting, ERP, CRM and reporting tools.
Reporting arrives too late
Management waits for manual consolidation before it can see the position, exception or next decision.
Automation lacks control
A fast process is not a reliable process unless validation, ownership, exceptions and release authority are designed into it.
The starting point is unclear
Many possible use cases exist, but value, feasibility, risk and implementation effort have not been prioritised.
Six connected capability groups. One clear destination.
The six groups below form one connected solution. A focused engagement may cover only one workflow; a broader transformation can connect several groups in phases.
01AI and automation opportunity assessmentFind and prioritise the workflows where automation can create practical value without weakening control.+
- —Process and pain-point discovery
- —Opportunity, value and feasibility map
- —Risk and human-review requirements
- —Prioritised implementation roadmap
02OCR and intelligent document processingCapture structured information from business documents and route uncertain fields for review.+
- —Supplier invoice and receipt capture
- —Bank-statement and transaction extraction
- —Contract and document field extraction
- —Validation, confidence and exception handling
03Finance and accounting automationReduce repetitive finance work while keeping accounting judgment and release controls with accountable people.+
- —Posting preparation and coding support
- —Reconciliation and exception support
- —Close-task and evidence workflows
- —Alerts, review queues and approval records
04Workflow, approval and administrative automationMove work through defined owners, decisions, reminders and evidence instead of informal follow-up.+
- —Request and approval routing
- —Status, deadline and escalation rules
- —Document and evidence collection
- —Decision logs and controlled hand-offs
05Reporting, dashboard and data automationPrepare consistent management information with less manual consolidation and clearer exception visibility.+
- —Data preparation and consolidation
- —KPI and management dashboards
- —Scheduled reporting packs
- —Variance and exception alerts
06Systems integration and controlled data flowsConnect approved systems with validation, ownership and monitoring around the information moving between them.+
- —Accounting, ERP and CRM connections
- —API, file and scheduled data flows
- —Field mapping and validation rules
- —Monitoring, failure and recovery procedures
Watch a real document move from upload to reviewed data.
Upload a real invoice or receipt — a PDF, or a photo or scan (JPG, PNG, WEBP, up to 6MB) — and watch Financy's own engine read it, pull out the supplier, invoice number, line items and totals, and hand it to you for review. The reading happens right here on your own device: your document is never uploaded anywhere, and no outside provider is involved.
Upload a document on the left to see it read and broken down here — supplier, invoice number, line items and totals.
A visible path from starting facts to an approved result.
Discover
Clarify the objective, users, current process, volumes, systems and pain points.
Prioritise
Compare value, feasibility, control needs and implementation effort.
Design
Map the future workflow, data, validation, ownership, approvals and exceptions.
Validate
Test a controlled prototype with sample data and accountable reviewers.
Deploy
Configure, document, train and release the approved workflow in phases.
Improve
Monitor exceptions, adoption and results, then agree the next improvement cycle.
Designed for organisations that need a controlled starting point or a connected ongoing process.
- ✓Finance teams processing repeated documents or reconciliations
- ✓Businesses with approvals spread across email and messaging
- ✓Management teams waiting for manually consolidated reporting
- ✓Growing organisations whose existing processes no longer scale
- ✓Advisory and professional teams with document-heavy workflows
- ✓Businesses considering AI but needing a controlled starting point
The exact output is defined in the written engagement.
- 01Opportunity and priority map
- 02Current-state and future-state workflow
- 03Data-field and validation specification
- 04Prototype or configured workflow
- 05Control and exception register
- 06Operating procedure and responsibility matrix
- 07Testing evidence and acceptance record
- 08Training and improvement roadmap
Speed and convenience do not replace evidence, review or accountability.
Human review
Accountable people review important decisions, uncertain extractions, exceptions and released outputs.
Data boundaries
The approved design defines what data enters the workflow, where it is processed, who can access it and how long it is retained.
Validation and evidence
Field rules, source references, approval history and exception records support traceability.
Controlled release
No production processor or integration is activated until the provider, security, retention and acceptance requirements are approved.
Clear scope before commitment.
01Do we need to know which AI or OCR tool we want?+
No. The assessment begins with the business outcome, workflow, data and control requirements. Technology is considered only after those needs are clear.
02Can OCR post information automatically into our accounts?+
The approved workflow may prepare or transfer data, but validation thresholds, exception handling and release authority must be defined first. Important accounting outputs remain subject to accountable review.
03Can Financy automate only one process?+
Yes. A focused pilot can start with one document type, approval path or reporting task before any wider rollout.
04What systems can be connected?+
The answer depends on the systems, available interfaces, data quality and security requirements. Integration feasibility is confirmed during discovery; no provider connection is promised before review.
05Will automation replace our team?+
The aim is to reduce repetitive work and make exceptions, evidence and decisions clearer. Roles may change, but accountable people remain responsible for review and release.
Advisory, CFO & Business Transformation
Connect automation priorities to the operating model, controls and management decisions.
Accounting, Reporting & Finance Operations
Apply controlled automation to bookkeeping, closing, reconciliations and reporting.
Technology & Trust
See the principles that keep professional judgment and accountability in charge.
Start with one workflow that should work better.
Tell us what enters the process, where time is lost, which decisions are required and what the finished result should be. We will help define the right assessment or pilot scope.