Finance automation that runs itself
Done-for-you AI workflows for finance teams — AR collections, AP processing, reconciliation, month-end close, reporting, forecasting. We build it. Your team gets the close back.
⚡ First workflow live in 1–2 weeks
Works with your stack — and 5,500+ others
NetSuite
QuickBooks
Xero
FreshBooks
Zoho Books
Stripe
PayPal
Square
Wave
Slack
Google Sheets5,488+ moreWhat we automate
Finance automation by the way work actually flows.
Start with the business process: capture the data, pay and collect, close and report, control and forecast. Each step has its own scenarios — pick the closest starting point or describe something different on the call.
Capture data
3 scenarios
Pay & collect
3 scenarios
Close & report
3 scenarios
Control & forecast
4 scenarios
Capture invoices, expenses, and finance data without manual re-entry
Automate invoice intake, expense collection, data extraction, duplicate checks, field validation, finance data cleanup, and system handoffs.
Turn supplier invoices into clean, ready-to-review records.
Up to 80% less manual invoice entryWe can automate invoice intake from email, portals, PDFs, and shared drives, then extract data, validate required fields, detect duplicates, and route exceptions to the right owner.
Book my 15-min call →Processes we can automate
Move money workflows through approvals, payments, reminders, and billing changes
Automate accounts payable, accounts receivable, recurring billing, payment reminders, PO matching, failed-payment workflows, and collection tasks.
Move invoices from review to payment without email chains.
Up to 50% faster days-to-payWe can automate AP approvals, PO matching, 2-way and 3-way matching, payment scheduling, exception follow-ups, supplier updates, and audit trails.
Book my 15-min call →Processes we can automate
Shorten close cycles and deliver reports without spreadsheet rebuilds
Automate reconciliations, month-end close checklists, evidence collection, financial dashboards, variance summaries, and executive reporting.
Match transactions, payments, and statements with fewer spreadsheet checks.
Up to 80% of reconciliations auto-clearedWe can automate bank reconciliation, payment matching, transaction categorization, exception detection, account balance checks, and month-end review queues.
Book my 15-min call →Processes we can automate
Monitor budgets, forecast cash, and keep finance workflows audit-ready
Automate budget variance alerts, cash-flow updates, tax and compliance workflows, approval controls, policy checks, and audit trails.
Catch budget issues before they turn into end-of-month surprises.
See variance breaches up to 30 days earlierWe can automate budget checks, spend approvals, variance alerts, department notifications, forecast updates, and owner follow-ups when spend moves outside expected ranges.
Book my 15-min call →Processes we can automate
Done for you
Working finance automation — built and maintained by us.
NetSuite, QuickBooks, Stripe, and Bill.com already do their jobs. We connect them so they work as one system — built once, maintained by us, so your team closes the books faster.
- Fast turnaround. Most workflows ship in 1–2 weeks. The bigger ones in 3–4.
- You own the result. Every workflow lives in your Latenode workspace. If you ever want to move it elsewhere, we help you export.
- AI included in your subscription. GPT, Claude, Gemini, and 1,200+ models — all under one bill.
- Human approval gates that match the risk. Routine reconciliation and data work runs hands-free. Any payment, vendor change, or threshold breach goes to you first. Audit trail on every decision.
- Quarterly performance review. We walk through what ran, what's working, and what needs attention. Need changes sooner? Those are scoped as separate work — usually a few days.
Example output · Monday 8:00 AM
# finance-ar
AR escalation — Invoice ACME-0142
Amount & status
$24,310 · 47 days overdueCustomer
Acme Corp · Net 30 · Bucket 31–60Auto-actions taken
3rd reminder sent to AP contact · Account owner notified · Customer health score updatedAwaiting your approval
Escalate to collections agency? Last promise-to-pay slipped 12 days ago.
Approve escalation →
Example: AR collections workflow. Routine reminders run on their own; escalations route to you.
How it works
Three steps. We do the work.
You commission a working system. We build it.
Tell us your goal
A 15-min call to identify your biggest finance bottleneck. We map the workflow, name the metric, and scope what gets built first.
15 minutesWe build it
Our team or a certified partner scopes, builds, integrates, and tests with your real data. You see progress in your shared workspace. You approve before launch.
1–2 weeksYou get results
The workflow runs in production. Results show up in your ERP, Slack, dashboards — wherever your team already works. Quarterly reviews walk you through what ran, what worked, and what needs attention.
Always onReal engagements
What it looks like when it's done for you.
Three composite scenarios drawn from real customer projects.
Month-end close went from 7 days to 2.5.
The team was rebuilding reconciliations and chasing missing journal entries every month. We built a reconciliation + variance workflow that pulls from NetSuite, Stripe, and bank feeds nightly, flags exceptions, and routes them to the right preparer in Slack.
DSO dropped from 52 days to 31 with the same team.
AR was being chased manually out of a shared inbox. We built an aging-aware AR workflow that sends graduated reminders, scores customer health, escalates to account owners, and routes legal-action requests to finance leadership for approval.
Multi-entity consolidation now happens overnight.
FP&A was spending a week per month consolidating six entities by hand. We built a nightly consolidation flow with intercompany elimination logic, variance flags, and an executive dashboard ready by Monday 8 a.m.
Composite scenarios based on real customer engagements. Names and identifying details omitted.
What customers say
From the people who stopped doing the work themselves.
“Reconciliation and close were eating our team. They built workflows that pull from our bank feeds, NetSuite, and Stripe every night. We shortened close by more than half in one quarter.”
CFO
Series B SaaS
“AR was killing our cash position. The graduated reminder workflow plus exec approval on escalations brought our DSO down twenty days — with the team we already had.”
Controller
Mid-market B2B marketplace
“Variance analysis used to happen after a problem hit the P&L. Now I get a Slack alert the day a department crosses 5% over budget — with the line items already pulled.”
Head of FP&A
Late-stage scale-up
Composite quotes drawn from real customer engagements.
Pricing
Custom quote, ready after our call.
Subscription starts at $199/month. Setup is scoped to your project. We send you the full quote after the 15-min call.
Done for you, end to end
For teams that want results delivered.
+ project-based setup, scoped on your call
- Dedicated build team — our team or a certified partner
- All 5,500+ integrations included
- 1,200+ AI models — GPT, Claude, Gemini, all included
- Most workflows shipped in 1–2 weeks
- Quarterly performance review · fixes to what we built included
- SOC 2 Type II · GDPR · You own every workflow
Get a custom quote in your discovery call. No commitment.
Common questions
Things finance leaders ask first.
From the blog
More reading on what we build.
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Read the article →Tell us the workflow. We'll build it in 1–2 weeks.
Show us where your finance team is spending hours. We'll tell you in 15 minutes whether we can fix it, what it would cost, and how fast.
Book my 15-min call →