Work · Finance · Ledger
99.2% Of invoices coded and posted with zero touch
Invoices arrive, get read, get coded to the right accounts, and post to the ledger on their own. People only see the small number that genuinely need judgment.
99.2%
Zero-touch, read to posted
Same-day
Posting to the ledger
Exceptions
The only invoices people see
01The problem
Most finance teams still process invoices by hand. Someone opens each one, reads the vendor and the amounts, decides which accounts the lines belong to, and types the entry into the ledger.
The work is repetitive but not mindless, so it is hard to hire for and easy to get wrong. Coding drifts between people. Backlogs build at month end, exactly when the books need to be current.
The cost is not just the hours. When posting runs days behind, spend reports lag, accruals get estimated, and the close starts with cleanup instead of review.
02What we built
A system that takes each invoice from arrival to a posted ledger entry without a person in the middle.
- Invoices are read on arrival, whatever the format. Vendor, dates, line items, amounts, and tax are extracted into structured fields.
- Each line is coded to the right account using the firm's own chart of accounts and its posting history, so the coding matches how the books are actually kept.
- Coded entries post to the ledger the same day they arrive, with the source document attached for audit.
- Anything the system is not confident about, a new vendor, an unusual amount, a line that does not match history, is routed to a person with the document and a suggested coding side by side.
- Every decision a person makes on an exception feeds back into the system, so the same case does not come back twice.
Nothing about the firm's ledger or approval policy changed. The system slots in front of the existing books and follows the rules the team already had.
03What changed
99.2% of invoices now go from arrival to a posted entry with zero touch. No one opens them, codes them, or types them in.
Posting happens the same day an invoice arrives. The ledger reflects spend as it happens, so reporting and accruals work from current numbers instead of estimates.
The only invoices that reach a person are genuine exceptions, and they arrive pre-read with a suggested coding. The team's time moved from data entry to review and judgment.
Month end got quieter. There is no invoice backlog to clear before the close, because the entries were posted when the invoices came in.
A real engagement, anonymized. Client details are withheld under confidentiality.
Next step
Still coding invoices by hand?
We build this system inside your existing ledger, coded to your chart of accounts, following the approval rules you already have.
More work