Finance
AI for finance: invoices coded, payments matched, chasers sent.
Supplier invoices are read and coded for approval, bank lines are matched with suggestions, and overdue customers get polite reminders on schedule. Nothing is posted or paid without finance signing off.
Codedsupplier invoices ready to approveMatchedbank lines with suggested entriesOn timereminders for every overdue invoice
Bank statement · October.csv
From Business current account- Bank line
- BACS MERIDIAN LTD
- Amount
- £3,420.00
- Matched to
- INV-1182, INV-1187
- Difference
- £0.00
- Confidence
- High
XXero · Bank reconciliation
NameAmountDue
Previous entry——
Meridian Ltd£3,420.0014 Oct
Approved by finance
Example with sample data
Where AI helps your finance team.
Invoice processing
Supplier invoices read, coded to the right nominal and sent to Xero, QuickBooks or Sage for approval.
Discuss this scenarioBank reconciliation
Bank lines matched to invoices and payments, with suggestions for the ones that don’t match.
Discuss this scenarioCredit control
Polite reminders 1, 7 and 14 days after the due date, in your tone, with the invoice attached.
Discuss this scenarioExpenses
Receipts photographed by staff are read, categorised and checked against your policy.
Discuss this scenarioMonth-end summary
Cash, debtors and spend against budget explained in plain English.
Discuss this scenarioSupplier queries
“Has my invoice been paid?” answered from the ledger, without anyone looking it up.
Discuss this scenarioSame team, different industries.
What we test before launch.
- The pilot runs on last month’s invoices and is compared with what your team posted.
- Nothing is posted to the ledger or paid without approval.
- Unusual amounts, new suppliers and changed bank details are always flagged to a person.
Xero
QuickBooks
Sage
SAPHow a pilot for your finance team runs.
- 01Free audit, 30 minutes
We start where it hurts: “We key invoices in by hand”. We name the first workflow and estimate what it is worth.
- 02Pilot: invoice processing
Supplier invoices read, coded to the right nominal and sent to Xero, QuickBooks or Sage for approval.
- 03Connected and tested
Connected to Xero, QuickBooks and Sage, then tested on your real cases before anything goes live.
- 04Measured
Hours of invoice entry a week, days to reconcile and overdue invoices chased on time.
Short answer · updated 8 October 2026
What can AI do for a finance team, and what does it cost?
Finance teams use AI to read and code supplier invoices, match bank lines and chase overdue customers. It connects to Xero, QuickBooks and Sage, and finance approves every posting.
Works with Xero, QuickBooks, Sage, SAP and the other tools you already use. Every project starts with a free 30-minute audit.
- Pilot, one workflow
- £2,030
£2,900standard - Team training
- £595
£850standard - Care, optional
- £245/mo
£350/mostandard
Launch prices with 30% off. All prices exclude VAT.
Audit our invoicesFAQ
Questions about finance.
Short answers on cost, timing, integrations and security. More detail in a free audit.
No. It prepares entries and reminders. Payments stay with your team, and any change to a supplier’s bank details is flagged as a fraud risk.
Xero, QuickBooks and Sage, and SAP or Microsoft Dynamics through their APIs.
We measure it in the pilot on your own invoices. Anything below the confidence level you set goes to a person.
Take routine work off your team’s hands.
Tick what takes the most time. We’ll reply with how AI could help and what a pilot would cost.