Workflow Library

Simplify audit processes by organising financial records and documentation efficiently.

Ensure accurate and timely employee compensation by automating wage calculations and deductions management.

Accelerate new client setup by automating information collection and account creation processes.

Provide actionable insights through comprehensive management reports for informed decision-making.

Enhance financial planning by creating and maintaining accurate projections and budgets.

Ensure credit is managed efficiently by processing and paying vendor invoices while managing cash flow.

Improve cash flow by efficiently managing and tracking customer invoices and payments.

Ensure accurate and timely tax submissions by compiling and submitting returns for individuals and businesses.

Improve reporting speed and compliance by automatically generating financial statements and reports.

Accurately record and categorise financial transactions for improved financial management and reporting.

Stay competitive by automatically tracking and adjusting pricing strategies based on market data.

Forecast long-term customer value using machine learning analysis of early interactions and demographics

Streamline influencer marketing by using AI to identify relevant influencers and automate initial outreach.

Improve conversion rates by continuously testing and implementing the best-performing landing page variants.

Nurture leads optimally by assigning scores based on their behaviour and taking best nurturing action.

Enhance user experience by adjusting website content based on individual preferences and behaviour.

Manage social media presence by automatically adapting and scheduling content across platforms.

Improve marketing efforts by analysing performance data from various marketing channels into easy-to-understand reports.

Improve search ranking by analysing top-ranking pages, for search intent, and E-E-A-T signals.

Accurately process employee wages and deductions, ensuring timely and error-free payroll management.

Optimise resource distribution by suggesting budgets adjusted based on real-time performance.

Speed up compliance reports by automatically pulling required data from financial systems.

Automatically match and reconcile transactions between different entities within a company group.

Improving accounts receivable management by sending automated reminders to customers with overdue invoices,

Match corporate card transactions with expense reports, highlighting discrepancies for review.

Identify suspicious financial activities using AI-powered pattern recognition and anomaly detection.

Match bank statements with internal records, flagging discrepancies for efficient financial management

Automatically record financial transactions and create reports

Predict financial forecasting by using historical patterns and external factors.

Improve financial control by efficiently monitoring and categorising business expenses.

Gather and analyse data on potential customers, identifying key decision-makers and their needs.

Personalise and optimise cold email campaigns for higher open and response rates.