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Credit

Finance

Credit Onboarding Automation Automate the setup of new customer credit profiles, including payment terms, credit limits, and internal policy routing.

People

Employee Registration Automation Build seamless employee onboarding with automated verification and contract management.

Finance

Operations

Purchase Request Automation Effortlessly manage internal purchase requests with automation and real-time alerts.

Finance

Operations

Automated Bank Feed Sync Maintain a full audit trail of every flagged transaction and decision.

Finance

Operations

Automated Email & PDF Invoice Parser Extract key data from emailed invoices and PDFs using AI for faster classification and processing.

Finance

Sales

Automated Invoice Generation from CRM or ERP Automatically generate customer invoices using CRM or ERP data to ensure speed and accuracy in billing.

Finance

Operations

Automated Liquidity Alerts Trigger real-time alerts when cash thresholds are breached to avoid liquidity risks.

Finance

Operations

Bank Feed Integration Automation Connect your ERP to bank feeds for real-time transaction syncing and streamlined reconciliation.

Finance

Operations

Bank File Generation Automation (SEPA, ACH, etc.)Generate payment files in SEPA, ACH, or custom formats for secure execution through banks or ERP systems.

Finance

Bank Reconciliation Automation Match bank statement transactions with internal records to streamline reconciliation and reduce errors.

Finance

Bank Transfer Recommendation Engine Automate internal fund transfers based on real-time balances and upcoming payment obligations.

Finance

Operations

Cash Flow Forecasting Automation Forecast future cash inflows and outflows using real-time data to support better financial planning decisions.

Finance

Operations

Centralized Treasury Dashboard Get a unified, real-time view of treasury operations including balances, forecasts, and funding needs.

Sales

Legal

Finance

Commercial Partnership Agreement Automation Seamlessly automate and manage your commercial partnership agreements for efficient and error-free collaboration.

Finance

Operations

Credit Card Reconciliation Automation Automatically reconcile corporate card transactions with receipts and expenses across multiple teams.

Finance

Operations

Debt Payment Scheduling Automation Automate repayment timing and cash allocation to meet debt obligations without disrupting operations.

Finance

Legal

Debt Register Automation Maintain an always up-to-date digital debt register across all instruments, lenders, and entities.

Finance

Operations

Duplicate vendor detection Identify and eliminate duplicate vendor records to reduce payment errors and improve financial reporting accuracy.

Finance

Operations

Exception Handling Automation Identify, flag, and route financial anomalies for quick resolution and improved compliance.

Finance

People

Expense Reimbursement Automation Streamline the employee expense reimbursement process from claim submission to payment and reporting.

Operations

Inventory Management System Streamline inventory operations with smart automation, cloud storage, and integrated document signing.

Finance

Operations

Invoice Approval Automation Route invoices through automated approval flows based on amount, vendor, and policy logic.

Finance

Sales

Invoice Data Extraction Extract key invoice fields using AI to accelerate processing and reduce manual data entry errors.

Finance

Sales

Invoice Processing Automation Streamline invoice validation, classification, and approval workflows across AP and shared services.

Finance

Sales

Invoice Reminder Automation Send automated payment reminders to customers to reduce DSO and improve AR collections.

Finance

Legal

Invoicing Automation with Nota Carioca Generate and submit compliant e-invoices using the Nota Carioca system with full audit readiness.

Finance

Legal

Loan Agreement Tracker Track loan agreement terms, covenants, and renewal deadlines across lenders in one centralized view.

Finance

People

Mobile Receipt Capture Automation Digitize receipts on the go with AI-powered scanning and real-time integration into expense workflows.

Finance

Operations

PO/Invoice/Receipt/ Matching Summary Dashboard Get real-time visibility into 3-way matching status to identify mismatches and accelerate invoice approvals.

Finance

Operations

Payment Batch Approval Automation Automate multi-step payment approval workflows with custom rules and audit-compliant tracking.

Finance

Operations

Payment Scheduling Automation Schedule payments based on invoice due dates and forecasted cash availability to optimize cash flow timing.

Finance

Legal

Payment Terms Setup Automation Standardize and automate the configuration of payment terms across vendors to enforce consistency and control.

Finance

Legal

Policy Compliance Checker Automatically validate expense claims and payments against company policies before approval.

Finance

Operations

Real-Time Cash Position Tracker Track cash balances across banks, entities, and currencies in real time for instant liquidity visibility.

Finance

Sales

Recurring Billing Automation Generate and send recurring invoices based on subscription or contract terms with zero manual input.

Finance

Operations

Three-Way Matching Automation Verify consistency between PO, invoice, and receipt data before approving payments to reduce fraud and errors.

Finance

Legal

Vendor Data Validation with External Databases Validate vendor data in real-time using official tax, compliance, or financial health databases.

Finance

Operations

Vendor information update automation Automate vendor data update requests to reduce manual effort and ensure accurate records across systems.

Finance

Operations

Vendor management automation Centralize and streamline vendor management processes to maintain clean, up-to-date, and compliant supplier records.

Finance

Operations

Vendor onboarding automation Automate supplier onboarding to standardize data collection, ensure compliance, and accelerate the approval process.