Financial Management
Financial Automation
If your finance team spends its days keying data, chasing approvals and rebuilding the same reports, you are losing both time and accuracy. Financial automation transfers those repetitive tasks to software, so your people focus on work that requires judgement.
What financial automation is
Financial automation uses software to run the routine, rule-based parts of your finance function: data entry, reconciliations, invoice processing, approvals and reporting. The manual steps that cause delays and errors are handled automatically and consistently.
BPS examines how your finance processes work today, identifies what is worth automating and implements the right tools — including robotic process automation (RPA) for repetitive tasks.
The result is a finance function that spends less time keying data and more time on the analysis that guides decisions.
Where the automation sits inside your accounting platform — bank feeds, reconciliation rules, recurring invoices — that is part of Cloud Accounting & Software Setup. This service covers the wider finance function: the processes that run across systems, where the software alone stops.
Who it’s for
Likely a fit if any of these sound familiar.
- Manual data entry and reconciliation are slow and error-prone.
- You lack real-time visibility because everything is compiled by hand.
- Errors in financial data recur despite your controls.
- Your finance processes can’t keep up as the business grows.
- Your team has little time left for analysis and planning.
How we automate it
- Assess your existing finance processes and identify where automation delivers return.
- Develop an automation plan aligned to your goals.
- Select and implement the right software and tools, beyond what your accounting platform handles natively.
- Integrate automated systems with your existing applications for seamless workflow.
- Set up robotic process automation (RPA) for repetitive, rule-based tasks.
- Train your team and support them as the new processes embed.
What you get
More capacity, as routine tasks run themselves.
Fewer errors in your financial data and reporting.
Real-time visibility of your numbers.
A finance function that scales without adding headcount for every new task.
Why BPS
We start with your processes rather than a product, so you automate the steps that matter instead of buying tools you never use. BPS is based in Perth and works with businesses across Western Australia.
Works well with
Our Financial Management services are designed to connect. These are the ones most often paired with Financial Automation.
Next step
Tell us which finance tasks eat the most time, and we’ll show you what automating them would free up.
Book a consultation