Connect source documents, sales and operations systems, approvals, accounting platforms, and reporting through traceable workflows designed around finance review.
Accounting automation moves validated source records between operations and accounting while preserving finance review. We map identifiers, tax fields, documents and approvals, then reconcile a small approved batch before expanding. Missing and duplicate records go to a visible exception queue.
Repeated entry or manual review is slowing this part of the process.
Source-field mapping, validation rules, approval gates and a reviewed set of sample records.
A workflow map and acceptance criteria agreed with the team that owns the records.
Records or customer actions need to move reliably between teams and systems.
A scoped connection with source identifiers, duplicate checks, retries and an exception queue.
Reconciliation checks and a runbook for failed or incomplete handoffs.
You want to verify the operating value before expanding access or volume.
A baseline, representative test cases, monitoring and an agreed production rollout gate.
Results, limitations, operating ownership and a prioritised next-workflow backlog.
Discovery confirms available APIs, permissions, data quality and the number of connections. The quote separates implementation from platform subscriptions, model usage, licences and support. Pilot milestones cover mapping, testing and reviewed rollout; third-party access and clean sample data are prerequisites.
Connect source documents, operational systems, accounting software, approvals, and management reporting through controlled workflows that reduce re-keying while preserving finance ownership.
Validate required fields, references, totals, and document links before approved records move into accounting workflows.
Send missing, duplicate, unusual, or mismatched records to a visible queue instead of allowing silent failures.
Retain reviewer decisions, source references, and reconciliation evidence so teams can investigate figures with confidence.
We map the source record, validation, accounting handoff, approval, exception, and reconciliation before automating volume.
Automation is only as dependable as its source data. We map the system of record, required fields, identifiers, totals, tax references, documents, and ownership before approved information reaches the accounting platform.
We connect compatible ecommerce, CRM, payment, procurement, inventory, banking, or internal systems while preserving source identifiers and acknowledgements so records can be traced and retried safely.
A successful integration is not just one that sends data. It must also prove what was received, explain exceptions, and help finance reconcile source and destination totals before relying on the workflow.
Identify the source record, system of record, owner, repeated work and exceptions.
Define fields, access, review gates, quality criteria and the measure of operating value.
Check duplicates, missing data, unavailable systems, retries and reconciliation on representative samples.
Release the approved workflow with monitoring, documentation and clear escalation responsibility.
A fixed-scope review of what is holding growth back, with a prioritised plan you can act on with us or on your own.
A defined scope with milestones, sign-off points and a clear launch date for new builds, redesigns and migrations.
An ongoing team for optimisation, campaigns and support, reviewed monthly against the numbers that matter to you.
We need a workflow example, source and destination systems, representative records, approximate volume and the approval rules. We assess available APIs or authorised export methods before committing to the integration approach.
The discovery review checks versions, API availability, licences, authentication, rate limits and data ownership. Some connections can use existing APIs; others need an approved export or a custom adapter. Access and third-party costs are stated in the scope.
The scope includes source identifiers, duplicate checks, retry limits and an exception queue. The responsible team can review incomplete records, reconcile totals and decide whether to retry or correct the source. Failures should be visible rather than silently skipped.
Agree a baseline for manual effort, error rate or customer delay and review representative results against acceptance criteria. We report exceptions, recurring costs and support effort as well as time saved. Expansion follows an approved operating review rather than an assumed return.
Bring the accounting handoff that creates the most duplicate entry, chasing, or reconciliation effort. We will map a safer route.
Share the essentials and the right TNM specialist will follow up with a useful next step.
