What can you automate?

The finance and office jobs people ask us about most – and how Automize takes each one off your desk.

Finance jobs

How to automate accounts payable

From the invoice landing in your inbox to the supplier being paid – captured, coded, matched and posted for you. You only look at the exceptions and release the payment.

Automate invoice processing

Stop typing invoices. Automize reads PDFs, scans and photos, checks the totals add up, and hands you clean data – or posts it straight to your ledger.

How to automate bank reconciliation

Every statement fetched, every line coded and matched – before anyone opens a laptop. You only see the items that will not reconcile.

How to automate accounts receivable

Invoices sent on time, reminders that go out without anyone remembering, and receipts allocated as they land – so you get paid sooner.

How to automate payroll

The inputs collected, the payroll run and checked against last month, and every change explained – before anybody gets paid.

Automate VAT returns and tax filings

VAT201, EMP201 and provisional tax prepared on time for every client, checked before they are filed, and filed only after you sign off.

How to automate the month-end close

Close the books in days, not weeks. The routine work runs all month, so month-end is a review – not a rush.

Accounting and ERP software

Automate Xero

Invoices, bills, bank reconciliation and reports in Xero – done for you, with a person approving anything that matters.

Automate QuickBooks

Bills, invoices, payments and reports in QuickBooks Online – captured, posted and checked without the retyping.

Automate Sage and Sage Pastel

Sage Business Cloud through its API, and desktop Sage Pastel through its own screens – invoices, bills and payments posted for you.

Automate SAP

SAP GUI screens, S/4HANA and Business One – orders, invoices, journals and reports handled without anyone clicking through transactions.

Everyday office work

Automate Excel spreadsheets and reports

The report you rebuild every Monday, done for you. Automize opens the files, pulls in the data, updates the sheets and sends the result – with 132 Excel actions and no macros to maintain.

Automate Outlook emails and attachments

Attachments saved where they belong, emails sorted and answered, and the data inside them captured – with 56 Outlook actions.

Extract data from PDF to Excel automatically

Bank statements, invoices and receipts turned into clean Excel, CSV or JSON – with the totals checked, not just copied.

Automate data entry

Stop retyping. Automize reads the data from documents, spreadsheets and emails, and types it into any system – even old ones with no API.

Automate employee onboarding

New starters set up in the HR system, the network and payroll from one request – ready on their first day, with nothing forgotten.

Questions people ask

Any job that follows the same steps every time: capturing invoices, reconciling the bank, chasing payments, running payroll, building reports, entering data into systems. The judgement calls stay with people.

No. You can hire a finished Digital Worker for a finance job, convert documents yourself with the document tools, or build your own automation on a no-code canvas.

Pick the job that takes the most hours and follows the same steps each time. The 7-Day Proof-of-Value builds it with you on your real data in a week, at a fixed price.

See it work on your own job

Try a document free right now, or have one of your real processes running in 7 days at a fixed price.

Start a 7-Day Proof-of-Value Try it on a document – free