Automation doesn't have to start with a large programme. Some of the biggest time savings come from small, focused changes to everyday finance work.
1. Purchase approvals
Replace email approval chains with rules-based workflows by amount and department. Approvers act from their phone and everything is logged.
2. Supplier invoice capture
AI extracts data from PDF invoices and matches them to POs and goods receipts, so your team only handles exceptions.
3. Payment reminders
Automated, polite reminders before and after due dates improve collections without awkward phone calls.
4. Bank reconciliation
Daily bank feeds and smart matching keep your cash position current instead of waiting for month-end.
5. Scheduled reporting
Management reports compiled and emailed automatically every Monday morning, with no copying and pasting.
Measure the impact
Track hours saved and error rates before and after each automation. Those numbers make the case for the next round of improvements.