Finance and accounting automation examples that end the retyping.

Supplier invoices arrive as PDFs and someone keys each line into the accounting tool.

1. TriggerAn invoice lands in a shared inbox or folder
2. Runs on its ownFields are read, checked and filed as a draft bill
3. Then a personAnything unclear waits for a person to approve

Stays with a person: Approving unusual amounts and new suppliers.

Client statements are typed or pasted into a spreadsheet before bookkeeping can start.

1. TriggerA statement is uploaded
2. Runs on its ownEvery transaction is pulled into a fixed format
3. Then a personRows that do not match are flagged for review

Stays with a person: Coding unusual transactions and approving the final set.

A sale is recorded in one tool and entered again in another, so the two disagree.

1. TriggerA payment or invoice is created in one system
2. Runs on its ownThe record is mirrored into the other with a loop safeguard
3. Then a personMismatches are listed for a person to fix

Stays with a person: Deciding which system is the source of truth.

Chasing late payers depends on someone remembering to send the next email.

1. TriggerAn invoice passes its due date
2. Runs on its ownA polite reminder goes out, then a firmer one on a schedule
3. Then a personReminders stop the moment payment lands

Stays with a person: Phone calls and any dispute about the amount.

Expense receipts pile up in photos and inboxes until month end.

1. TriggerA receipt is photographed or forwarded
2. Runs on its ownVendor, date and amount are read and suggested a category
3. Then a personA person confirms the batch once a week

Stays with a person: Confirming categories and anything personal or unclear.

The owner asks for numbers and someone pulls them from three tools by hand.

1. TriggerThe month closes
2. Runs on its ownFigures are collected from your tools into one report
3. Then a personThe summary is sent for a quick review before it goes out

Stays with a person: Explaining what the numbers mean.