Accounting control, with less repetitive work.
Configure a workflow to receive, interpret and review invoices and promissory notes while keeping your team in charge of decisions requiring judgement. SAGE is the confirmed integration; for other ERPs, we review technical fit and scope before implementation.
Works with
ContableBot is integrated with SAGE. For other ERPs, we review access, data and document workflow before defining connector scope.
Prepare accounting information and leave final decisions with your team.
- 1
Receive documents
The workflow gathers invoices and promissory notes through defined channels.
- 2
Interpret and prepare
It organises data and proposes allocations using configured rules.
- 3
Review and record
Your team validates exceptions and decides the next step in its accounting operations.
Estimate the cost of your accounting process using current assumptions.
The calculator retains published time and error assumptions. Use it as an initial guide and review scope against your own document workflow.
100 Average number of invoices your team handles each month.
Capabilities configured around your operations.
- Document preparation
- Organises invoice and promissory note data for review.
- Rules and exceptions
- Flags duplicates, incomplete data and out-of-scope cases.
- Workflow traceability
- Helps track each document before it is recorded.
- SAGE integration
- The SAGE integration is designed around traceability and the review rules of your operations.
See the document workflow before assessing your case.
Frequently asked questions
Which ERP does it integrate with?+
ContableBot is currently integrated with SAGE. If you use another ERP, we assess access, data and document workflow before defining the integration scope.
Who reviews exceptions?+
Your team decides which cases it validates and how exceptions are handled within the agreed workflow.
Is the demo retained?+
Yes. The demo shows the document workflow and remains available to assess the use case.
Start by understanding which part of your accounting process is worth organising and reviewing.
Tell us about your context and we will define the next step with the information needed.
Not sure what to automate first? Start with an automation assessment →