AI & Automation · Automation
Finance & Back-Office Automation
Close faster with fewer manual touches.
Overview
What is Finance & Back-Office Automation?
We automate high-volume finance and operations work — invoice capture and matching, approvals, reconciliations and recurring reports — with controls your auditors will appreciate.
Finance and back-office automation for accounts payable, invoicing, reconciliation, expense approvals and month-end reporting.
How it works
How Finance & Back-Office Automation works.
From your starting point to the outcomes you can measure.
01 · Stage
Triggers
- Emails & chats
- Forms & documents
- CRM & ERP events
- Schedules
02 · Stage
Finance & Back-Office Automation
- Accounts payable
- Reconciliation
- Approvals
- Reporting
03 · Stage
You receive
- Process assessment
- Automated finance workflows
- Control documentation
- Savings report
04 · Stage
Outcomes
- Shorter invoice-to-payment cycles
- Fewer reconciliation errors
- Clear approval trails for audit
Capabilities
What our Finance & Back-Office Automation service covers.
Accounts payable
Capture, matching and approval routing.
Reconciliation
Automated matching across bank and ledger data.
Approvals
Policy-based routing with audit trails.
Reporting
Scheduled financial and operational reports.
Deliverables
What you receive.
- 01Process assessment
- 02Automated finance workflows
- 03Control documentation
- 04Savings report
Engagement model
How the engagement works.
- Step 01
Discover
We map workflows, data and systems to find the use cases with the clearest return.
- Step 02
Pilot
A working agent or automation is delivered against one high-impact workflow, measured against a baseline.
- Step 03
Harden
Security, permissions, evaluation and human-in-the-loop controls are added before scale-up.
- Step 04
Scale
Proven automations are rolled out across teams, monitored and continuously improved.
FAQ
Finance & Back-Office Automation: common questions.
Which accounting systems do you integrate with?
QuickBooks, Xero, NetSuite, Sage and others.
Are approvals still controlled by people?
Yes. Automation enforces your approval policy rather than replacing it.
Is segregation of duties preserved?
Yes. Workflows are designed around your control requirements.
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Let's talk about what NPLUS Global can do for you.
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