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Accounting & finance · AI SOLUTIONS

Automation for accounting.

Fewer documents to chase.

We collect documents, prepare invoice data and show what needs checking. Your accounting team keeps control of entries and decisions.

Discuss your team's workflow Explore the solutions ↓

We start with how your people work.

AI-generated illustration of two accounting colleagues reviewing documents

More attention for clients. Fewer documents to chase.

Concept illustration · generated with AI
BUILT FORAccounting practices and finance departments working with emailfolders and accounting software.

CHOOSE WHAT TAKES UP YOUR TIME

What can you automate in accounting?

Choose a problem below to see what can happen automatically, what needs checking and who receives the alert. We adapt each workflow to your accounting team's apps and rules.

Choose what to automate

Choose an example, or watch the steps change automatically.

SOUND FAMILIAR?

“I sent everything. In three emails.”

Month-end is approaching. Documents arrive through different emails and folders, and someone checks what is missing by hand.

HOW IT WORKS Click a step to see what it does
See what runs automatically and where a colleague helps.
ReadyNeeds reviewNotify the colleague ↗
WHO DOES ITCustomer / teamStep 1 of 6
WHAT HAPPENS

Month-end is approaching. Documents arrive through different emails and folders, and someone checks what is missing by hand.

WHAT YOU GET

Authorised email and folders, the client list and the expected documents.

WHAT HAPPENED

A document is missing

The workflow alerts the right colleague. They decide what happens next.

Fictional example · WhatsApp Business, if we choose this channel
Colleague's phone · waiting
—:—Accountant

No notifications yet.

The message appears automatically at the WhatsApp step.
SIMULATION · NO REAL MESSAGES
Animated example · no messages are sent Paused

Client documents

A client folder and a clear list of documents still missing.

What we connect and what a colleague checks
Where the information comes from
Authorised email and folders, the client list and the expected documents.
Automation steps

Collect the information. Authorised email and folders, the client list and the expected documents.

Client documents. Group each document by client and month, and compare it with the expected list.

Your team checks. Unclear ownership goes to the accountant. Agree who receives reminders and when.

What the team receives
A client folder and a clear list of documents still missing.
What a colleague checks
Unclear ownership goes to the accountant. Agree who receives reminders and when.
Let's discuss client documents

SEE A WORKFLOW IN ACTION

“I sent everything. In three emails.”

Month-end is approaching. Documents arrive through different emails and folders, and someone checks what is missing by hand.

01Request02Prepare03Check04Notify
How would this work for us? ↗Demonstration with fictional data. Implementation is adapted to your apps and rules.
ONE REQUEST. A CLEAR NEXT STEP.
Accounting
https://demo.mr-automation.pro/flux/DEMO-104
MR Automation · AccountingDEMO-104
ILLUSTRATIVE REQUEST

“I sent everything. In three emails.”

SourceAuthorised email
StatusReceived
Month-end is approaching. Documents arrive through different emails and folders, and someone checks what is missing by hand.
The request enters the workflow.

Authorised email and folders, the client list and the expected documents.

Simulation · fictional data

CLEAR ROLES BEFORE IMPLEMENTATION

Less routine work.
People stay in control.

We agree on what can happen automatically, what needs checking and who owns each exception.

Discuss your process with us ↗
AUTOMATION HANDLES

Collect information from authorised sources

Prepare data and check agreed rules

Send exceptions to the responsible colleague

YOUR TEAM HANDLES

Unclear information and exceptions

Important business decisions

Approval before the final action

HOW WE START

The first pilot has
a clear scope.

Start with one recurring process and a controlled set of examples. Measure preparation time, corrections and exceptions before expanding.

  1. 01 / UNDERSTAND

    Walk through the current process.

    We review an example, your apps and the manual steps. Together, we decide what to automate.

  2. 02 / TEST

    Build a workflow with a clear scope.

    We use a controlled data set, including incomplete, duplicate and ambiguous cases.

  3. 03 / COMPARE

    Measure before expanding.

    We compare time, corrections and manual work. Your team decides whether the pilot helps.

Automation connected to your apps.n8n · APIs · AI models · rule-based checks

Email, shared folders, spreadsheets and your business software. We check access, available APIs and import/export formats before promising a connection.

QUESTIONS · Accounting

Before
the first workflow.

Can you prepare an import for our accounting software?

Yes. We work with Saga, SmartBill, Oblio and EasyBill, and with e-Factura (SPV) for incoming invoices. We check the exact version and accepted format using an anonymised example; your accountant tests and approves the import.

How does invoice automation handle duplicates or unclear amounts?

It compares agreed fields against the document register and flags possible duplicates or uncertain amounts. The original stays available, and your accountant decides what to enter.

Can you work with our existing software?

We check the version, available APIs and import/export options first. We confirm compatibility using examples before proposing the integration.

Does AI make the final decision?

We agree on approval points with your team. Unclear information and important decisions go to a person.

What happens when information is missing?

The workflow preserves the source, marks the missing detail and alerts the responsible colleague. It does not invent values.

How much does a pilot cost?

The price depends on the apps, data access, volume and checks. We agree on scope and costs after reviewing your process.

TELL US WHERE WORK REPEATS

From this example
to your process.

Briefly describe how you work. We'll discuss what can be automated and what the first pilot would involve.

Discuss your team's workflow ↗Scope and cost are agreed after reviewing the process.
WHAT HELPS US UNDERSTAND
  1. Which apps you use today
  2. One anonymised example of the process
  3. Where you copy data or wait for an answer