Finance & Accounting
The books stay current on their own. You approve.
A large share of an accounting team's work goes to repetitive manual tasks: chasing clients for documents, then retyping what arrives into two systems that don't talk to each other. We build the layer that handles it, wired into the ERP and the bookkeeping software already running, so the numbers stay current and a person steps in only where judgment is needed. By the time close comes around, the picture is already assembled.
- Smart bookkeeping wired into the ERP and the systems you already run
- Invoices and receipts posted straight into the ledger
- Client documents collected on their own, with nobody chasing
- One board at close showing where every client stands
- Investor and board reporting built from the numbers themselves
- Anomalies and collection gaps flagged the moment they appear
Where the month actually goes
Ask a bookkeeper what ate the week and you'll hear about the WhatsApp thread chasing a client for a receipt from March, and the same figure typed into the ERP and then again into the bookkeeping software. Both of those repeat every single month. That repetition is what makes them worth building for, so it's where we start: we sit with the team, watch a real close, and mark the steps that never change.
What we connect to
Nothing gets ripped out. We build on top of whatever the office already runs, whether that is Priority, SAP Business One, Hashavshevet or Rivhit, plus the invoicing service and the bank feeds. Documents arrive by email, WhatsApp and a client portal, get read, get matched to the right client and the right period, and land in the ledger with the source file attached. If a supplier changes their invoice layout next quarter, the reading adapts without anyone rewriting a rule.
Where a person still decides
Every posting the system makes is reviewable, and anything it isn't sure about waits in a queue instead of guessing. An accountant approves, rejects or corrects, and the correction teaches the next run. You keep the audit trail you would need anyway: who approved what, when, and from which document.
Where we would start in your office
The first build is almost always document intake: invoices and receipts arriving by email and WhatsApp, read, matched to the right client and the right period, and posted with the source file attached. It has the profile that makes a first project work. High hours, rules you can describe, an output an accountant verifies in seconds, and an obvious owner. Profitability and collection checks come second, because they need clean data in exactly one narrow slice and the intake build is what produces it. Firms that start from the reporting end usually spend a month arguing about numbers nobody trusts yet.
Questions we get asked
Do we have to switch accounting software?
No. We build on top of what you run today. The automation talks to your ERP and your bookkeeping software through their APIs, so the team keeps working in the screens they already know.
What happens with a badly scanned or handwritten document?
It gets flagged rather than guessed at. A low-confidence read goes to a review queue with the original file beside it, so a person fixes it in seconds and the system learns the pattern for next time.
How long before something is actually running?
Most builds go live within 4 to 8 weeks, from discovery to production. We usually ship the noisiest process first, so the team feels the difference before the rest is finished.
Who can see our clients' financial data?
You do. The system runs on your infrastructure or your cloud account, with your credentials. We ask for the narrowest access that makes the build work, and it is revoked when the engagement ends.
Tell us what's slowing your business down.
30 minutes. No pitch, no deck. Just listening to your needs and seeing how we can help.
Schedule a discovery call