Data Function

Finance and invoice processing: Invoices processed, approved and reconciled without the re-keying

Supplier invoices extracted and matched, customer invoices generated from your systems, approvals routed, payments reconciled. Controls, audit trail and exceptions to a person.

Book a free 30-minute consultationSee related work
StoneCloud ERP · Custom software · ERP

Sound familiar?

The problems we hear

Finance teams and owners handling invoices, quotes and reconciliation by hand.

  • Supplier invoices typed into accounting by hand.
  • Approvals chased by email.
  • Quotes and customer invoices assembled manually.
  • Month-end reconciliation that takes days.

How we approach it

What we do about it

  1. 01

    Capture and match

    Extraction with validation, matched to purchase orders or expected amounts, duplicates caught.

  2. 02

    Approval workflows

    Routing by amount, vendor or department with an audit trail.

  3. 03

    Generate from source

    Quotes and invoices generated from your CRM, ERP or time records; Stripe or Interac payment links where useful.

  4. 04

    Reconcile automatically

    Bank and payment data matched to invoices, with exceptions queued for review.

Tools and technology we typically use

  • QuickBooks Online and Xero APIs
  • Stripe invoicing
  • Extraction and validation pipelines
  • Approval workflows in n8n or custom code

We are not resellers. We recommend the option that fits your needs and data constraints.

Proof

Where we have done this

Real systems in production, with the business problem, what we built and how the client uses it.

All work

Questions

About finance & invoice processing

Does automation weaken financial controls?

It should strengthen them: every step is logged, approvals are enforced in software, and exceptions are reviewed by a person instead of slipping through.

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Free consultation

Not sure where to start?

A free 30-minute call is enough for us to tell you whether automation or custom software will pay off, what we would do first and roughly what it would cost. No preparation needed.

Talk about finance workflowsFind out what you can automate

Or reach us directly:info@datafunction.ca+1 416-319-3884