Accounting & Finance Department
Reclaim Your Time with Automation

Free up your team to focus on strategic initiatives instead of repetitive, transaction-heavy tasks through the power of intelligent automation. We help you address industry challenges head-on and reach your business goals with customized solutions, strategic advice, and smarter processes.

Free Up Time for Strategic Work

By implementing advanced automation solutions, organizations can significantly reduce call times, minimize reporting errors, and slash invoice processing costs. As a result, you’ll not only streamline your operations but also ensure compliance, expedite month-end processes, and cut reconciliation efforts, ultimately leading to healthier financial management and better business outcomes.

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

Why Automate Accounting

Boost Financial Efficiency with
Intelligent Automation

Streamline your accounting and finance operations with intelligent automation. By automating repetitive tasks and enhancing your data accuracy, you can simplify your processes, cut costs, and remain compliant. Let us help you achieve this vision with our technology and strategic consulting services, allowing you to focus on driving your business forward.

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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

Streamline routine tasks like invoice processing to improve your processing time and rely on fewer resources.

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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 overcame the inefficiencies of their manual accounts payable process by automating their accounts payable process, which streamlined their workflow, improved transparency, and increased efficiency, ultimately transforming their financial operations.

Discover the Impact

How to Use It

Apply Intelligent Automation Across Accounting & Finance

Discover smarter, faster operations with intelligent automation. Our solutions automate routine processes in accounting and finance, helping you achieve better efficiency, accuracy, and control. No matter your role in accounting or finance, this versatile technology can restore valuable time to your day. As you extend it to new processes and areas within your organization, you’ll see an even greater impact.

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

Unlock the power of integration with your core systems, including your ERP.

  • Allow users to stay in your core systems like Workday, SAP, Microsoft Dynamics, Oracle, JD Edwards, etc.
  • Compliment 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 intelligent automation 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
A woman stands indoors, smiling while using a tablet device. She has long hair and is dressed in business attire. The image has some light reflections in the foreground.

Transforming Accounting & Finance with Automation

Intelligent automation helps accounting and finance departments enhance their efficiency and access clear insights into cash flow and critical business processes. This technology not only accelerates productivity and reduces operational costs, but it ensures compliance and enables you to put your data to work, making it a versatile, powerful tool for accounting and finance departments.

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.”

A middle-aged man in a suit and patterned tie smiles at the camera against a blurred, neutral background.

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.

Avel Trinidad

Senior Manager of Accounting Business Operations

Naviant Blog

Learn More About Accounting & Finance Automation

Get insights on accounting and finance automation and digital transformation.

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Experience the Future of Financial Operations Today

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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