Back to Solutions
// solutions / financial services

Expense & Invoice Automation Platform

Documents arrive by email or upload, get read and coded by model plus rules, then route through approval into the ledger. Exceptions are the only thing a human touches.

From $50,0006–10 weeksFinancial Services solutions
Investment
From $50,000
Timeline
6–10 weeks
Team
U.S. senior engineers, ET hours
Ownership
Your repo, your cloud, day one
// what's included

Scope of the build

Fixed scope, fixed timeline, 100% U.S.-based senior engineers on Eastern-time hours.

Integrates with
NetSuiteQuickBooksXeroStripePlaid
  • Email and upload ingestion with dedupe
  • AI extraction of vendor, amounts, tax, and line items
  • Multi-entity, multi-currency coding rules
  • Approval workflows with delegation
  • VAT/sales-tax validation
  • ERP and accounting sync
  • Spend dashboards and export
// outcomes

What you get

01

Hours back per week

Straight-through processing on the majority of invoices.

02

Fewer coding errors

Rules plus confidence scoring catch mistakes before posting.

03

Cross-border ready

Entity, currency, and tax handled per jurisdiction.

// common use cases

Where this fits

  • AP automation
  • Expense management
  • Vendor onboarding
  • Month-end close
// how we deliver

From signature to production

The same delivery rhythm on every engagement. You always know what shipped last week and what ships next.

  1. Week 0

    Scope lock

    Two working sessions with your team. We write the spec, the acceptance criteria, and the integration list, then fix the price against it.

  2. Weeks 1-2

    Spine first

    Data model, auth, environments, CI, and the riskiest integration go in before any screen is polished. You see it running in staging.

  3. Mid-build

    Weekly demo

    Working software every Friday, on your staging environment. Scope changes get priced in the same call, never discovered at the end.

  4. Go-live

    Handover that holds

    Runbooks, monitoring, test suite, and a recorded walkthrough for your engineers. You own the repo and the accounts from day one.

// questions buyers ask

Before you book a call

Straight answers on price, timeline, ownership, and who writes the code. If your question is not here, ask it on the call — we answer it the same way.

Scope expense & invoice automation platform
What does expense & invoice automation platform cost?

From $50,000. The price is fixed against a written scope after a two-session discovery, so the number you approve is the number you pay. Typical delivery runs 6–10 weeks.

How long does it take to go live?

6–10 weeks from scope lock to production for the scope listed on this page. You see working software in your staging environment every week, starting in week two.

What does it integrate with?

Out of the box we wire NetSuite, QuickBooks, Xero, Stripe and Plaid. Anything with an API or a file drop can be added during scope lock.

Who actually builds it?

Senior U.S.-based engineers on Eastern-time hours. No offshore handoff, no rotating junior bench. The people on your kickoff call are the people writing the code.

Do we own the code?

Yes. Your repo, your cloud accounts, your data — from the first commit. We hand over runbooks, tests, monitoring, and a recorded walkthrough so your team can take it forward without us.

Can this start smaller than the full scope?

Usually. We can carve a first slice that proves the hardest part of expense & invoice automation platform in a few weeks, then sequence the rest once it is running in production.

// let's build something

Start your project request

Tell us what you're building — engineering capacity, AI, QA, cloud, or a fixed-scope software engagement. Our NYC team responds within one business day.

// what to expect
  • Response within 1 business day
  • 30-minute discovery conversation
  • Recommended engagement model & pricing
  • NYC-focused — in-person available
Start Project Request

Inbound sales only. All form information is encrypted in transit.