Use Cases
Practical automations for the financial admin that nobody enjoys doing.
Automating Invoices
Set up workflows that generate and send invoices based on completed work, time logs, or recurring schedules. AI fills in the details, sends reminders, and tracks payment status — so you spend zero time on billing admin.
Expense Tracking
Automatically pull expenses from bank feeds, email receipts, and payment apps. AI categorises each transaction, flags anything unusual, and keeps a tidy log you can export at tax time without lifting a finger.
Bookkeeping Workflows
Connect your bank, invoicing tool, and accounting software into one automated pipeline. Transactions are matched, categorised, and reconciled automatically — your books stay clean without manual data entry.
Monthly Financial Summaries
Get a clear, automated summary at the end of every month: income, expenses, profit, and trends. AI compiles data from your tools and delivers a readable report — no spreadsheet gymnastics required.
Want to learn how to set these up?
Our tutorials walk you through each automation step by step.