Workflow Automation in Finance Functions

Transforming finance operations

01

Order-to-Cash (O2C) Automation

Automated credit checks and customer onboarding.

Order-to-Cash (O2C) Automation
Use Case 01

Automated credit checks and customer onboarding. AI-powered order capture from email, EDI, PDF and portals. Intelligent invoice generation with machine-learning remittance matching. AI-driven dunning and collections prioritisation, deductions and disputes management with auto-routing and resolution playbooks. Days Sales Outstanding (DSO) typically reduces by 15–30%, with unapplied cash dropping below 2%.

02

Procure-to-Pay (P2P) Automation

Touchless purchase requisition routing.

Procure-to-Pay (P2P) Automation
Use Case 02

Touchless purchase requisition routing. AI-assisted supplier onboarding and KYC. Automated three-way and four-way invoice matching with intelligent exception handling and predictive routing to the right approver. Dynamic discounting optimisation, supplier portal self-service, and spend analytics with maverick-spend detection. Straight-through invoice processing rates of 70–90% are achievable on standard PO-based invoices.

03

Record-to-Report (R2R) Automation

Automated journal entry creation and approval.

Record-to-Report (R2R) Automation
Use Case 03

Automated journal entry creation and approval. AI-powered account reconciliation across thousands of accounts. Intercompany matching and elimination, flux analysis with anomaly detection, automated close calendar orchestration, continuous controls monitoring, financial consolidation and statutory reporting automation, and XBRL tagging. Close cycles compress from 10–12 days to 3–5 days.

Measurable outcomes

Benefits

30–60% lift in process throughput per FTE

50–80% reduction in manual touchpoints

Close cycles compressed by 40–60%

Audit findings reduced sharply through always-on continuous controls

Cash forecast accuracy improved within a quarter of go-live

Value to Customers

Working capital release through faster O2C and optimised P2P

Lower cost-to-serve in shared services

Meaningful reduction in audit-and-compliance cost

Freed CFO-office bandwidth for FP&A, M&A and strategic finance work

Defensible regulator-ready audit trail across every financial touchpoint

Why finance automation is now a board-level mandate

Most enterprises run their finance back-office on a stack designed for the era of paper invoices and quarterly closes. The cost is enormous and largely hidden — analysts copy-pasting between SAP and Excel, controllers reconciling tens of thousands of accounts manually, treasury teams forecasting cash from stale data. AI and intelligent automation now make a finance function that closes in 3 days and operates with 70–90% straight-through processing both technically feasible and commercially compelling. The only real question is whether the CFO sponsors the programme — or waits to be overtaken by a competitor who does.

Where this matters most

India United Arab Emirates Saudi Arabia Qatar United States United Kingdom Germany Netherlands Singapore Australia South Africa Brazil

Let’s automate your finance operations

From Order-to-Cash to Record-to-Report, our team is ready to re-engineer your finance workflows for straight-through processing.