Back-office automation
Month-end in days, not weeks.
Matching, reconciliation, and approvals run on their own. Only the exceptions reach a person.
Try it yourself
A working sample. Change the rules and watch what it does.
01Drop in a supplier invoice
02Set your price tolerance
1 line is over your 2% tolerance, so a person decides.
What changes
- Month-end close
- Before: Weeks
- After: Days
- Invoice matching
- Before: Line by line, by hand
- After: Automatic, mismatches flagged
- Re-keying
- Before: The same figures typed twice
- After: Synced between systems
How it stays yours
- Runs
- On a schedule, or on arrival
- Tolerance
- A line you set, per supplier
- Exceptions
- To a named person, with the reason
- Change
- Rules your team adjusts
A good fit for
- Accounts payable and three-way matching
- Bank and inventory reconciliation
- Purchasing and reorder approvals
- Month-end reporting
Probably not, if
A process you run twice a year, or a people problem dressed up as paperwork.
Works with what you have
- QuickBooks, Xero, NetSuite, Sage
- Your ERP or inventory system
- Your inbox, for PDF invoices
- Your bank feed
- Slack or Teams
Questions owners ask
What counts as an exception?
Anything outside your tolerance, like a price change or a possible duplicate. It goes to a named person.
Our invoices are messy PDFs and scans. Does that work?
Yes. If it isn’t sure of a value, it flags it instead of guessing.
Will it pay anything on its own?
Only within a limit you set. Releasing money usually stays with a person.
See it running
At Livato, purchasing starts the day with reorders drafted and delivery dates chased. Only the big ones need a signature.
Read the Livato case studyStart with this one workflow
Tell us where the hours go. We’ll scope one workflow, in writing, and reply within two business days.
Tell us what’s costing you time