Give your team time back
Reduce repeat entry and the back-and-forth around missing paperwork.
ACCOUNTING AUTOMATION
Automate Accounting
Less busywork. A clearer picture.
Connect the paperwork, people, and systems behind your numbers. We build accounting workflows that prepare records, organize approvals, and keep follow-up moving, so your team spends less time chasing documents and more time running the business.
THE PRACTICAL IDEA
What can accounting automation do for your business?
Accounting automation moves routine information between documents, review queues, and compatible accounting systems. AI can extract details and suggest classifications; rules can route approvals and reminders. Your finance team checks exceptions, approves material changes, and owns the final books.
MORE ROOM FOR YOUR BUSINESS
Give routine work a better process.
See what needs attention
Bring overdue invoices, upcoming bills, and review tasks into a clear queue.
Build around your accountant
Keep the expertise and approval process your business already relies on.
SEE THE WORK MOVE
Bring the whole workflow together.
Follow an example from manual coordination to a connected process, with your team at the approval point.
BEFORE · MANUAL COORDINATION
Receipt.pdfWaiting in inbox
Supplier billNeeds a manual check
Sales invoiceWho owns this?
Separate files. Repeated entry. More chasing.
AFTER · A CONNECTED WORKFLOW
SOURCE RECORDUSD 84.00
✦Prepare
ILLUSTRATIVE DATA
Connected work queue
✓Receipt matched
✓Bill approved
✓Invoice prepared
✓ Human review
Three sources arrive separately.
Fields and source documents come together.
Your finance owner checks the exception.
Approved records are ready for the next system.
Illustrative demo with fictional records. No messages, payments, or accounting entries are sent. Your rules, integrations, and approval steps are configured during implementation.
A PRACTICAL COMPARISON
Less chasing. Clearer responsibility.
| Task | Manual coordination | With Automate Planet |
|---|---|---|
| Collect once | Documents collected across separate inboxes | Bring approved invoices, receipts, and transaction exports into one intake process. |
| Prepare the work | Details copied and checked individually | Extract fields, suggest matches, and flag missing or inconsistent details. |
| Review and approve | Questions and approvals followed up manually | Send exceptions and proposed changes to the right person with the original evidence. |
| Keep work moving | Status and handoffs assembled by staff | Sync approved records, track outstanding tasks, and prepare recurring reports. |
WHAT YOUR DEPLOYMENT INCLUDES
Configured around your books and your people.
- Document intake and field mapping
- Approval routes and exception queues
- Compatible accounting-system connections
- Audit history and source-document links
- Team training and controlled rollout
HOW YOU WILL SEE THE DIFFERENCE
Make progress visible.
Agree a starting point, run a focused pilot, and review actual results with your team. No fixed time savings or financial outcomes are promised.
Time spent entering documents
Unresolved exceptions at close
Overdue follow-up tasks
RECORDS THAT SUPPORT THE WORK
Keep the evidence behind each entry.
The IRS describes invoices, receipts, and other supporting documents as the basis for entries in business books. That is why our workflow design keeps source records connected to the review process.
Read IRS recordkeeping guidance →Guidance reviewed October 18, 2026. This supports recordkeeping practices, not a claim that AI guarantees accuracy or savings.
COMMON QUESTIONS
Answers before you decide.
Is this an outsourced accounting service?
This is automation implementation for accounting tasks. Your bookkeeper, accountant, or finance team remains responsible for accounting policy, review, and final records.
Can a small business use this?
Yes. Start with one recurring task, such as collecting receipts or preparing invoice reminders. Larger organizations can add approval roles, entities, and workflows after the first process is tested.
Will you replace our accounting software?
Usually the goal is to improve the workflows around your existing tools. We assess supported integrations, exports, permissions, and data quality before agreeing the scope.
Can you connect our current tools?
We assess supported APIs, exports, permissions, and record quality during discovery. Connections and write access are confirmed before implementation; a software brand name alone does not guarantee compatibility.
How do we get started?
Book a consultation to choose one high-volume task, review your current process, and agree the scope, approval owners, and success measures. We provide a proposal for the agreed implementation scope.
CONNECTED ACCOUNTING SERVICES
Start with the work that slows you down.
ACCOUNTINGBookkeeping AutomationLess retyping. More ready-to-review records.Explore service →ACCOUNTINGInvoicing & Accounts ReceivableSend on time. Follow up with care.Explore service →ACCOUNTINGAccounts Payable AutomationA clearer path from bill to approval.Explore service →ACCOUNTINGExpense & Receipt AutomationReceipts in. Chasing down.Explore service →ACCOUNTINGFinancial Reporting & Close WorkflowsLess report assembly. More useful conversations.Explore service →
Let’s give your finance team time back.
Book a workflow consultationLET’S PUT AI TO WORK
Your next chapter.
Starts here.
Tell us what you want to make easier. We’ll help connect the right people, processes, and AI.
Make time for what’s next.
A one-hour consultation to explore your goals, workflows, and opportunities.
YOUR SERVICE PACKAGE
Automate Accounting Essentials
What you get
- Up to 3 routine finance workflows for one entity
- Two compatible system connections and up to 500 source documents per month
- Human approval queue, source links and activity history
- Three hours of monthly workflow refinement; no accounting advice
Includes discovery, configuration, testing, onboarding and the ongoing support listed here. Your team approves content, access and financial actions.
USD. Standard scope for one business. Additional usage or work requires your agreement before activation. Paid ads, third-party subscriptions, transaction fees, bespoke integrations and services not listed are excluded. We confirm compatibility before configuration; if the stated scope cannot be delivered, we offer an agreed alternative or refund for undelivered work. No guaranteed financial, search or citation results.