Accounting & Finance Department
Reclaim Your Time with Automation

Free up your team for the analysis, exceptions, and approvals only they can make. AI agents and automation take on the repetitive, transaction-heavy work in accounting and finance, running on the ERP and core systems you already have. Our team plans it, builds it, and keeps improving it inside your environment.

Which Accounting and Finance Processes Can Be Automated?

Invoice coding and approval routing. Matching transactions against bank statements. Chasing a PO that never got three-way matched. Rebuilding the same report every month-end. This is the work that fills your team’s day and rarely needs their judgment. Agents and automation take it on, so month-end moves faster, reconciliation stops eating the last week of the quarter, and your reviewers see the exceptions instead of every record.

Shorter Call Times in Accounting
0 %
Reduction in Reporting Errors
0 %
Reduction in Late Payments
0 %

Why Automate Accounting

Boost Financial Efficiency with
Agentic AI and Automation

Invoice coding and approval routing. Matching transactions against bank statements. Chasing a PO that never got three-way matched. Rebuilding the same report every month-end. This is the work that fills your team’s day and rarely needs their judgment. Agents and automation take it on, so month-end moves faster, reconciliation stops eating the last week of the quarter, and your reviewers see the exceptions instead of every record.

Intelligent automation is the foundation we have built for decades, and it still does much of this work. What is different now is that it runs alongside AI agents rather than alone. That combination is what makes an Agentic Enterprise, where people, agents, automation, data, and your core systems work together across a full process instead of a single step. 

Our AI Optimization Team does that work embedded in yours, prioritizing the use cases, building them, and improving what is in production after go-live. We are measured by the value delivered, not by hours billed. 40+ years of process expertise and thousands of delivered use cases sit behind it. 

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Increase Data Accuracy

Automate repetitive, manual tasks like data entry to significantly increase the accuracy of your financial data.

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Boost Operational Efficiency

Automate repetitive, manual tasks like data entry to significantly increase the accuracy of your financial data.

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Improve Regulatory Compliance

Remain compliant with regulatory standards like IFRS and GAAP by generating accurate compliance reports and keeping detailed audit trails.

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Enhance Cost Savings

The more time-consuming tasks you automate, the more you reduce operational expenses and optimize the use of financial resources.

Customer Story

Dairy Farmers of Wisconsin Achieves Efficiency and Full Visibility with Intelligent Automation

Learn how Dairy Farmers of Wisconsin replaced a manual accounts payable process with automation, gaining transparency across the workflow and giving the team back time for the work that needs their judgment.

Discover the Impact

How to Use It

Apply Agentic AI and Automation Across Accounting & Finance

Agents and automation take on the routine processing in accounting and finance, so your team gets better accuracy and control without adding steps. Whatever your role, much of the work that fills your day is rules-based, and that is the first place to look. Each process you add extends the same governed foundation rather than starting a new one.

Capabilities Include

  • Procurement & Purchasing
  • Account Reconciliation
  • Journal Entries
  • Accounts Payable
  • Accounts Receivable
  • Intelligent Document Processing (IDP)
  • Integration with Core Systems
  • Vendor Management
  • Robotic Process Automation

Procurement & Purchasing

Make procurement and purchasing processes transparent and easier to track, reducing business problems and improving efficiency.

  • Capture purchase requests using electronic forms
  • Route requests electronically for approvals, changes, or rejection
  • Store electronic copies of related documents for easy access from your ERP
  • Reduce the risk of losing or incorrectly entering purchase information

Account Reconciliation

Ensure financial records match bank statements and other financial documents, improving accuracy and efficiency.

  • Match transactions in bank statements with entries in the accounting system
  • Identify and flag discrepancies for review
  • Update reconciled accounts and generate reconciliation reports
  • Maintain audit trails for all reconciled transactions

Journal Entries

Reduce manual data entry and improve accuracy with intelligent automation.

  • Automatically extract relevant information from forms and documents
  • Verify extracted data against predefined rules and databases
  • Route and assign tasks to appropriate teams or individuals
  • Send notifications and updates to stakeholders about the status of the entry process

Accounts Payable

Automate manual tasks in invoice processing to save costs and realize a quick return on investment.

  • Capture data from documents received via fax, mail, EDI, electronic, etc.
  • Retrieve invoices, goods receipts, check images, vendor contracts, and historical communications from your ERP application
  • Review and approve invoices, and input additional data from email or mobile devices
  • Automate GL-coding, schedule of authority, exception routing, three-way matching, and automatic posting to accounting applications

Accounts Receivable

Gain real-time visibility into cash flow and eliminate manual data entry, making customers happier and saving time and money.

  • Electronically import and scan data for instant availability
  • Reconcile remittances in seconds with Intelligent Capture
  • Enable straight-through processing and reduce Days Sales Outstanding (DSO)
  • Collect cash faster with paperless and automated invoice processing

Intelligent Document Processing (IDP)

Automate the classification, extraction, validation, and archiving of data from various document types using intelligent document processing (IDP).

  • Digitize paper documents and store them in a searchable database
  • Automatically categorize and tag documents based on content
  • Route documents to appropriate departments or individuals
  • Generate summaries and extract key information for easy review
  • Reduce the risk of losing or incorrectly entering purchase information

Integration with Core Systems

Connect your core systems, including your ERP, so your people and your agents work from the same data. 

  • Allow users to stay in your core systems like Workday, SAP, Microsoft Dynamics, Oracle, JD Edwards, etc.
  • Complement master data, improve productivity with intuitive search, and reduce manual data entry
  • Accelerate processes with seamless connection
  • Centralize content directly within industry-specific systems to drive further insights

Vendor Management

Link vendor case management profiles and documents together in one place for enhanced visibility and control, making it easier to manage contracts, terms, and expiration dates.

  • Manage vendor contracts, terms, and expiration dates in one place
  • Allow personnel to interact with vendor-specific information, compliance documents, contract details, and correspondences
  • Standardize vendor sourcing and improve decision-making
  • Reduce risk through increased visibility and vendor governance

Robotic Process Automation

Speed up invoice processing and compliance monitoring with RPA and AI. This technology minimizes manual data entry errors, and automates reconciliation to match transactions in seconds.

  • Bots complete repetitive tasks at rapid speed with capabilities like cross-checks, auto-alerts, site logins, etc.
  • Finance | Review invoices, POs, and bills and perform ERP/CRM lookups
    Increase data accuracy and reduce reliance on manual data entry
  • Effortlessly manage the receipt, approval and payment of invoices
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Transforming Accounting & Finance with Automation

Accounting and finance is where many organizations start, because the work is high volume, rules-based, and easy to measure. Every process you move onto a governed foundation makes the next one faster to add, and our team stays with it after go-live to keep reporting the value back.

Customer Stories

Every Success Story Starts With a Vision

Our customers inspire us every day. It’s our privilege to help them achieve their goals and reimagine what’s possible.

View More Customer Stories

Integrating workflow into our accounts payable operation allowed us to realize the full potential of an automated workflow solution.

“Integrating workflow into our accounts payable operation allowed us to realize the full potential of an automated workflow solution that has proved to be nothing short of a game changer for Clay Lacy Aviation.”

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Brad Wright

Chief Financial Officer, Clay Lacy Aviation

We like the integration between OnBase and our financial system. Now, they talk to each other…

“We like the integration between OnBase and our financial system. Now, they talk to each other, and everything is in one place, so you don’t have to go into different folders and applications to find invoices and relevant files. It’s all in Unity now, which is amazing.”

A woman with straight, shoulder-length blonde hair and glasses smiles at the camera. She is wearing a dark patterned top and is indoors with a neutral background.

Tracy Engbloom

Director of Financial Information, Dairy Farmers of Wisconsin

Accounts payable has been transformed from a paper-pushing payment process to a flexible, time-saving solution.

“I love this solution. Accounts payable has been transformed from a paper-pushing payment process to a flexible, time-saving solution. We no longer spend time pushing physical paper through the process and filing that paper once we’re done with it.”

Director of Finance

Wis-Pak

See What Customers Are Saying

The time was right for us to implement OnBase in accounts payable, and I was very happy to see this vision finally come into reality because it has been a real benefit for the organization. Not only does our team love it, but most of the users are happy with it, too. And we‘re already talking about what we‘re going to do next using these tools.

Jessica Rogers-Heintz

Senior VP of Finance and Administration

Clay Lacy Aviation’s managed fleet has expanded from 50 to over [140]* business jets nationwide. Automating our accounts payable process has allowed us to maintain existing staffing levels as our fleet grows, supporting the company’s continued growth and scalability.

*Updated

Avel Trinidad

Senior Manager of Accounting Business Operations

Accounting and Finance Automation FAQs

Accounting and finance automation uses AI agents and workflow software to handle the transaction work behind AP, AR, reconciliation, and reporting. Agents read invoices, remittances, and vendor documents, check the data against your ERP, route exceptions to the right person, and post what comes through clean. Your team keeps the approvals and the judgment calls. 

Start where volume is high and judgment is low: invoice coding and approval routing, bank statement matching, three-way matching, and recurring month-end reports. These are measurable, they close fast, and they build the governed foundation that harder use cases need. We prioritize the list with you before anything gets built. 

No. It takes the keying, matching, and chasing off their plates so the same team can handle more volume and spend its attention on exceptions, vendor relationships, and the close. The approvals, the judgment calls, and anything that carries consequence stay with your people. 

It is built to run inside the systems you already have rather than alongside them. Common integrations include Workday, SAP, Microsoft Dynamics, Oracle, and JD Edwards. The right question for any vendor is not whether they integrate but how deep the integration goes and who maintains it after go-live. 

Traditional capture works well when documents look the same every time. What has changed is that AI agents handle the cases rules could not: the non-PO invoice, the vendor who changed their format, the line item that does not match. Both still matter, and both run better on one governed foundation than as separate tools. 

It depends on invoice volume, how much of your intake is already electronic, and how many exceptions your process generates today. Any vendor quoting a single percentage without seeing your process is quoting a brochure.

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Talk with us today to learn how our solutions can streamline your processes, enhance accuracy, and solve complex financial challenges for your organization.

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