LIVE DEMO
Auto-pilot · Friday 2 October 2026

Automations

Each rule is a WHEN and a THEN in plain English. 15 of 15 rules are on. Since Monday they ran 304 times across the three companies and handed back 21 h 59 min of finance team time, 9 h 34 min of it today.

Everything they did
This week · Mon 28 Sep to Fri 2 Oct, 10:42
21 h 59 min
handed back: every run in the records, times the minutes it would take somebody by hand
304
runs since Monday
15 / 15
rules on
Duplicate stopped£1,867.20Tue 09:42, rule A-04: nothing paid twicePayment held£3,264.00Tue 08:57, rule A-05: bank details changed by email
Runs per day, by area
Tap a day to see what ran
On
WhenThen
Capture every invoice
A-01Payables
WhenAn invoice arrives in the AP mailbox, by post or through the intercompany link
ThenRead the supplier, number, dates, lines and VAT; check the VAT number
52
3 h 28 min
10:39
Suggest the coding
A-02Payables
WhenAn invoice has been read
ThenSuggest the account and cost centre from that supplier’s last invoices
48
1 h 36 min
10:20
Three-way match
A-03Payables
WhenAn invoice quotes a purchase order
ThenMatch it to the order and the delivery; within 2% or £25 it is approved by the match
19
1 h 54 min
10:21
Stop duplicates
A-04Payables
WhenAn invoice has the same supplier and amount as one already received
ThenHold it before coding and ask the clerk to confirm
49
49 min
10:19
Bank detail change control
A-05Payables
WhenBank details on an invoice or email differ from the supplier record
ThenHold every payment to that supplier until someone calls the number on file
1
15 min
Tue 08:57
Route for approval
A-06Approvals
WhenAn invoice is coded and has no order to match
ThenSend it to the budget holder; add the Group FD over £1,000 and the MD over £10,000
36
3 h
10:00
Reminders and escalation
A-07Approvals
WhenAn approval has waited 2 working days
ThenRemind the approver; again at 4 days; escalate to the Group FD at 5
14
42 min
09:00
Delegation when someone is away
A-08Approvals
WhenAn approver is on leave
ThenSend their approvals to the named delegate for those dates
5
10 min
10:00
Build the payment runs
A-09Payments
WhenFriday at 09:00
ThenPick approved invoices due by next Friday for each company, leave out holds and queries, check each bank balance
3
2 h
09:12
Post to the ledgers
A-10Ledgers
WhenAn invoice, journal or payment run is approved
ThenPost it to Xero, Sage or QuickBooks; the ledgers stay the books of record
65
3 h 15 min
10:20
Recurring journals
A-11Close
WhenThe last day of the month
ThenPrepare depreciation, prepayment releases, audit accrual and tenant rent release for review
4
1 h 20 min
Wed 23:00
Match intercompany
A-12Close
WhenEvery morning at 08:00 during the close
ThenCompare every intercompany pair across the three ledgers and explain each difference
1
1 h
08:00
Consolidate and check it ties
A-13Close
WhenAll three trial balances are in
ThenMap to the group chart, post the eliminations, check that the group ties
1
2 h
08:05
Build the board pack
A-14Close
WhenThe consolidation ties and the management accounts are done
ThenAssemble the pack: P&L against budget and last year, balance sheet, cash, key figures and commentary
0
0 min
Thu 3 Sep 16:40
Close checklist nudges
A-15Close
WhenA close task is due today and not started
ThenRemind its owner at 09:00 and tell the Financial Controller what is blocked
6
30 min
09:00