Finance automation
The repetitive steps between an event and the ledger, run as a defined process instead of by hand.
What it means here
Finance work has a shape. Something happens: a receipt is photographed, an order is placed, a lender confirms a deal. Eventually it has to be recorded in the ledger, in the right form, against the right entity. Between the event and the ledger sit the steps that get done by hand: reading, keying, filing, checking, chasing.
Finance automation is those steps run as a defined process. The routine cases go through on their own. A person reviews the exceptions, not every line, and anything that changes a client's numbers can be set to wait for a named person to approve it.
What we build
Each of these is built to your specification and quoted in writing before work starts. The finance page describes each one in more detail.
Document intake
Receipts and invoices arrive as photos and email attachments. Each is read, filed and posted into Xero or QuickBooks Online as a bill, with the original attached.
Matching
Records that describe the same thing but arrive in two shapes, paired on your rules. What can't be paired is surfaced, not hidden.
Chasing and reminders
Missing documents, deadlines and onboarding steps followed up on a schedule, in your firm's name, stopping the moment the client responds.
Multi-entity reporting
Consolidated figures across several ledgers, with currency conversion and intercompany eliminations handled in the system rather than a workbook.
Client status view
For accounting practices: one read-only screen showing which client is behind and which connection has gone stale.
The tools follow the job
Most builds run on n8n or Make. When neither fits, we write the integration directly against the API. The accounting systems are Xero and QuickBooks Online, and Sage for businesses in South Africa. Around them: Google Workspace, Microsoft 365, email inboxes, spreadsheets, CRMs, practice management tools and payment platforms. If a system has an API, it's usually in scope.
We'll recommend whichever platform is cheapest for you to run and easiest for your team to own, and say why in the scope. Our comparison of n8n and Make for accounting practices sets out how we decide.
What we don't do
- We don't do bank reconciliation, of any kind, and we don't build bank feeds.
- We don't automate your month-end close.
- We don't work on Sage outside South Africa.
- We don't resell software licences, and we don't sit between you and your clients.
- We won't automate a judgement call that should stay with a qualified person.
If a build depends on one of these, we say so before scoping. If the honest answer is that you don't need automation, that's the answer you'll get.
Who delivers it
AVROQ does this work under two names. For firms and businesses in the UK, the US and Canada, the front door is 1-Dash. In South Africa it's Qelo Systems. Same people, same process, same written scope.