USE CASES / FINANCE
Payments matched to invoices, costs booked with the right VAT, invoices issued, the month prepared for the close, and every new customer checked before you agree to terms. It reads the bank. It never pays from it.
Get your agent{{ foot }} · the bank is read, never written · the accountant still signs the close
WHAT IT TAKES OVER
What each one takes a person today, and what is left of it afterwards. The last one is the one most people did not know they could have.
each is a process of its own, with a plan your accountant approves
not on the list? if it repeats and has a digital shape, it fits
WHAT REACHES YOU
231 payments were matched last week without anyone looking. You heard about one payment with no reference, and about a customer who filed for insolvency while you had a quote open with them. The second one is why this desk exists.
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WHAT IT NEVER DOES
The bank is connected to be read. It matches what came in, it never sends anything out. A payment is a person’s click, every time, with no exception in the plan.
A new IBAN on an old supplier is the oldest fraud there is. It is flagged and comes to you with the previous one next to it, never applied on its own.
It prepares the month sorted, with its questions. Your accountant still signs it. This replaces the pile, not the person responsible for it.
WHAT IT COST, WHAT IT SAVED
Every run is written down with its cost and the time an accountant would have needed, at an accountant’s rate, not a clerk’s. Including the one job on this desk that is not worth it yet, and what would fix it.
These are our own books first. That is where the numbers come from.