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wetheapex

Finance & accounting operations

Close the books faster, with fewer manual steps.

Finance work depends on controls and audit trails, and “mostly right” is not good enough. We automate the repetitive steps and keep people in charge of the judgement calls.

The problem

Where the time goes.

  1. 01

    Invoices and expense claims are keyed in by hand.

  2. 02

    Reconciliations are done in spreadsheets and take days.

  3. 03

    Approvals are chased over email with no clear record.

  4. 04

    Month-end reports are rebuilt from scratch each time.

Use cases

What we automate.

  1. 01

    Invoice and PO processing

    Documents read, matched and posted, with exceptions queued for review.

  2. 02

    Bank and ledger reconciliation

    Transactions matched automatically, leaving only the unmatched items for your team.

  3. 03

    Approval workflows

    Payments, purchase requests and journals routed with limits, reminders and an audit trail.

  4. 04

    Month-end reporting pack

    Data pulled from your ERP into a consistent report on a schedule.

  5. 05

    Receivables follow-up

    Polite, timed payment reminders that stop when the invoice is paid.

How it works

One workflow, step by step.

Example: month-end reportRuns on its own
  1. 1Period closesTrigger
  2. 2Data pulled from ERPSAP, Xero or similarAutomated
  3. 3Checks runTotals and variances flaggedAutomated
  4. 4Finance reviews flagsYour team
  5. 5Report sentTo the same people, in the same formatAutomated

The free call

Find out what your team could stop doing by hand.

Book a free 30-minute call. We'll look at one process together and tell you honestly whether it is worth automating.

  1. First 10 minutesYou walk us through one process that eats your team's time.
  2. Next 10 minutesWe map the steps and point out what can run on its own.
  3. Last 10 minutesYou get a straight answer: automate it, fix it first, or leave it.

Free. No obligation. No sales deck.

Book your free 30-minute call