Automating finance and management control.
Invoices, reconciliations, closes, reporting: finance consolidates figures from every department each month. When they arrive as files, time goes into gathering and checking them rather than analysing them.
Who does what in the department.
One team, distinct roles. Those with their own page are linked.
- General accounting entries, closes, tax
- Accounts payable invoices, payments
- Accounts receivable and collections invoicing, reminders
- Management control budget, reporting, analysis
The relays : The departments that commit spending and make sales: purchasing, sales, stores, HR. They approve, and they are often where things get stuck.
What the department receives, and what it passes on.
Dotted flows are those where information is most often re-keyed by hand.
It receives
- Supplier invoicessuppliers, e-invoicing platform
- Sales and receiptstill, e-commerce, order administration
- Payroll entriesHR
- Bank statementsbanks
- Budgets and forecastsdepartments
It passes on
- Supplier paymentsto the banks
- Customer remindersto customers and sales
- Monthly reportingto management
- Dashboardsto departments
- Tax returnsto the authorities
flow that worksflow often re-keyed
What gets automated.
Not an isolated task, but the circuits that run through the department every month.
Supplier invoices
Read, matched to the order and the receipt, sent to the right approver, then posted.
Bank reconciliations
Routine transactions are matched automatically; only the gaps are left to handle.
Customer reminders
By age and by customer, with prepared messages and tracking of payment promises.
The month-end close
Task list, checks, recurring entries and progress visible to the whole team.
Reporting and dashboards
Sales, purchasing, payroll and stock brought together automatically: indicators update with no file to consolidate.
Management commentary
A first draft of the variance analysis prepared by AI, which the controller corrects and approves.
What stays human
- Budget trade-offs and dialogue with the departments.
- Signing off the accounts and responsibility for filings.
- Analysis, recommendations and decisions.
The same principles, different rules.
- Fashion and luxury
Own boutiques, department stores, wholesale and e-commerce, often across several countries: margin by channel is readable when flows come in on their own.
- Retail
Sales by store and channel, stock, shrinkage: margin is readable day by day when till and stock data come in on their own.
- Cosmetics and beauty
Trade terms, retailer discounts, launches: many entries to reconcile and margins to track by product.
- B2B distribution and wholesale
High volumes of supplier and customer invoices, discounts and special terms: matching and collections weigh heavily.
- Construction and property
Progress billing, retentions, subcontractors: financial tracking is done site by site.
- Industry
Cost prices, work in progress, variances to standard: management control lives on reliable production data.
- Pharma and healthcare
Batches, valued stock, contracts and royalties: financial traceability as demanding as quality traceability.
The ERP stays in place, BI plugs into it.
Accounting stays in the ERP or the accounting software. Automation handles what goes in (invoices, reconciliations) and what comes out (reporting), and BI brings together data from other departments so that dashboards update on their own. E-invoicing, mandatory on receipt for all French companies since 1 September 2026, makes these exchanges easier to automate.
- ERP or accounting software
- Reporting tool (BI)
- E-invoicing platform
- Banks
- Till and e-commerce
- Payroll software
- Spreadsheet
What leadership teams ask.
- How do you automate accounting?
- By automating what enters the accounting software (invoices, bank statements, sales, payroll) and the checks that go with it. Routine entries post on their own; the team handles exceptions and signs off.
- How do you automate supplier invoice processing?
- Each invoice is read, matched to the order and the receipt, then sent to the right approver. Price or quantity gaps are flagged; the rest is posted with no re-keying.
- What does mandatory e-invoicing change?
- In France, since 1 September 2026, all companies must be able to receive electronic invoices, and large and mid-sized companies must issue them; SMEs follow in September 2027. Structured invoices therefore arrive as data, which makes automatic processing easier.
- How do you automate the month-end close?
- With a shared task list, automatic checks and recurring entries, and progress tracking. The close becomes a circuit rather than an end-of-month sprint.
- How do you automate financial reporting?
- By connecting sales, purchasing, payroll and stock data to a reporting tool: tables update on their own, and the time saved goes into analysis.
- What can a BI tool do for the finance department?
- Bring scattered data into a single model, with indicators defined once and for all, up to date, and readable by each department at the right level of detail.
- Do you need to change ERP to automate finance?
- Rarely. Automation connects to the ERP in place. The diagnostic tells whether a limit of the tool justifies replacing it.
- Can AI analyse budget variances?
- It can prepare a first commentary on variances from the data, which the controller checks and completes. Interpretation and decisions remain human.
Describe what’s holding your teams back.
A first conversation to qualify your need. Then a scoped diagnostic: the scope, the solution, the estimate.
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