Finance Technology & Automation
Xero setup, integrations, automated document flow and AI-assisted processes — a finance operation that runs itself.
The right finance stack saves a day a week. We design, migrate and run it: Xero at the core, automated document capture, AI-assisted processing with human review — your finance operation on rails.
A modern finance stack should run itself: documents captured the moment they exist, transactions coded by rules and AI, approvals on your phone, and one source of truth in Xero. Finance Technology & Automation designs, builds and runs that stack for you — setup, integrations, automated document flow and AI-assisted processes with human review where judgement matters.
We are practitioners, not resellers: every automation we install is one we run ourselves across hundreds of clients. The result is fewer manual hours, fewer errors, and numbers that are current instead of six weeks old.
What is included
Xero + capture + payments — connected properly.
From spreadsheets or old software, without data loss.
Receipts and invoices read automatically.
Chasing, reminders and reporting on autopilot.
Categorisation and drafting, human-reviewed.
Your team confident in the tools.
Frequently asked questions
We are on spreadsheets. Is the jump too big?
No — that is the most common starting point. We migrate in stages: ledger first, then document capture, then automation. Each stage pays back before the next begins.
Which tools do you implement?
Xero at the core; Dext for capture; payment, payroll and reporting tools around it chosen for your workflow. We configure AI-assisted coding and set the review thresholds so a human checks what matters.
Can you automate our existing Xero?
Yes — a health check first (chart of accounts, bank rules, app connections), then we fix the foundations and layer automation on top. Automating a messy ledger just makes mess faster.
What does “AI with human review” mean in practice?
Software proposes the coding and matching; qualified staff review exceptions and a sample of the rest. You get automation speed with accountable, checked output.
Services clients often use together
Named senior adviser
The same qualified person handles your account — not a rotating helpdesk.
Answers in seconds
Press one button, describe the situation, get a plan. No forms, no waiting for callbacks.
Fixed monthly fee
Agreed up front. No hourly surprises, no invoice anxiety.
Three languages
Everything explained properly in English, Romanian or Ukrainian.