Finance
AI Automation for Finance Teams and Accounting Firms
Optimise repetitive processes like invoicing, approvals, compliance checks, and reporting with AI automation. Improve accuracy, reduce operational risk, and free up finance teams to focus on strategy and advisory in your growing firm.
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Automate invoice follow-ups with smart triggers to reduce late payments and boost cash flow — no manual chasing required.
Trigger review requests post-service or milestone to grow 5-star feedback and build trust — without lifting a finger.
Deliver a smooth client onboarding journey with automated emails, tasks, and scheduling — all synced to your systems.
Turn downloads into leads with automated email journeys that follow up, educate, and drive conversion — on autopilot.
Let leads instantly book the right time with the right person — synced with your calendar, CRM, and workflows.
Auto-respond to new leads in seconds with personalised replies, booking links, and CRM updates — speed wins deals.
Generate and recycle marketing content with AI-driven prompts and scheduling — keeping your brand visible, consistently.
Streamline recruitment with automated workflows for applications, screening, and interview scheduling — fast, fair hiring.
Power consistent outbound with automated, sequenced emails and CRM updates that keep your pipeline full — and moving.
Automate personalised connection requests and follow-ups to grow your network and start more sales conversations on LinkedIn.
Automate timely, personalised follow-ups across email and CRM to stay top-of-mind and move leads through your pipeline faster.
Auto-generate, personalise, and send proposals in minutes — synced with your CRM and tools to speed up sales and close more deals.