Service
Finance Process Automation
Reduce manual processing across your Procure-to-Pay, Order-to-Cash and Record-to-Report cycles.
Reduction in manual processing steps and effort across each process cycle, with cycle times and error rates.
- Duration
- 10–16 weeks per release
Practical automation across the process cycles: invoice capture and matching, payments, collections, cash application, reporting and reconciliations. We use your ERP's own capabilities first, such as in-system approval workflow, automated reports and host-to-host bank transmission, then specialist tools. We treat every automation as a control redesign, not just effort removal: faster processes must also be traceable and auditable.
You need this if…
- Invoices keyed or coded by hand, or chased through email
- Bank and ERP payment processes held together by spreadsheets
- Month-end reporting and reconciliations built manually every time
- E-invoicing mandates coming in countries where you operate
Our method
How we deliver it
Baseline
Measure the manual steps, volumes and effort in each process cycle, and where the work really goes.
Design
Design the target process, controls and architecture, using the ERP's own capability first.
Automate
Deliver integrations, workflows, RPA, analytics or AI components and automated reporting in short releases.
Embed
Stabilise, hand over to the operations team and track the reduction in manual processing against the baseline.
Sequenced with SECAR. We automate only once a process has passed the Simplify, Eliminate and Consolidate gates, so automation is stable and doesn't hard-code waste.
About SECARDeliverables
What you get
- Baseline of manual effort by process cycle
- Target process and automation design
- Live automation: capture, matching, payments, collections, reporting or reconciliations
- Operating procedures and a benefits tracker
Proof
Related case studies
Supplier payments brought end-to-end into the ERP
A once-weekly payment cycle run through spreadsheets, email chains and bank-portal approvals was redesigned around in-ERP workflow, automated reporting and direct bank transmission.
~1 wk → hrsmonthly processing effortA week of monthly invoice processing reduced to hours
A high-volume consolidated supplier invoice was automated from backing data to ERP upload, removing almost a week of recurring AP effort each month.
$2.5M+savings over five years$2.5M saved through a finance Automation Centre of Excellence
An intelligent automation programme across finance and commercial operations, built on a new Centre of Excellence, methodology and delivery model.