Financial Process Automation

Finance teams run on data that lives in a lot of different places. Invoices arrive by email, get processed by hand, and end up in an accounting system that does not always match what is in the ERP. Reconciliations happen at month end when everyone is already busy. Reports get assembled from exports. Financial process automation takes over that kind of work. We build RPA workflows that handle invoice processing, account reconciliation, payment matching and recurring financial reports, so your team focuses on the numbers that actually need analysis.
Financial Process Automation
Clutch 5.0/5.0 Upwork Top Rated

Problems We Solve

Manual Invoice Processing
Processing invoices by hand, entering data, matching POs and getting approvals takes hours per batch. RPA extracts invoice data, validates it against purchase orders and routes exceptions for human review automatically.
Month-End Reconciliation Backlog
Reconciling accounts at the end of the month by comparing exports from multiple systems is slow and error-prone. Automated reconciliation matches transactions continuously, so month-end is not a sprint.
Manual Financial Reporting
Pulling data from your ERP, accounting software and bank feeds into a report by hand before every management meeting takes time no one has. RPA assembles the reports on schedule.
Payment Matching Errors
Matching incoming payments to open invoices manually leads to mismatches and delays in collections. RPA handles payment matching automatically and flags only the exceptions that need a person.

ERP and Accounting Integration

We connect your ERP, accounting platform and banking feeds so financial data flows between them without manual exports. Common platforms include QuickBooks, NetSuite, SAP and Xero.

AP, AR and Reporting Automation

Invoice processing, payment matching, reconciliation and financial report generation all run on automated schedules, reducing the month-end crunch and the manual workload between cycles.
Image
Image
Curious which RPA solution fits your business needs?

Finance Challenges RPA Solves

Close the books faster
When reconciliation runs continuously rather than at month end and reports are assembled automatically, the closing process takes a fraction of the time it currently does.
Reduce data entry errors
Manual data entry between systems introduces errors that take time to find and fix. Automated data flows keep records consistent without anyone transcribing them.
Free the team for analysis
When the mechanical parts of finance run automatically, your team has more time for the analysis, forecasting and decision support that actually needs a financial professional.

Our Development Process

Discovery Call
Initial consultation. Project assessment. Solution overview.
Strategy & Proposal
Refine project scope. Define clear goals. Deliver tailored solutions.
Integration
Optimize workflows. Enhance collaboration. Accelerate growth.
Support, Monitor & Scale
Maximize uptime. Ensure peak performance. Drive continuous improvement.

What clients say about us

They are truly experienced specialists who work in a well-coordinated way.
Sidis Group has delivered around 15 well-tested features, saving the client approximately 100 man-hours. The team has a well-structured process and communicates effectively. They're also professional, experienced, and organized. Overall, the client is very satisfied with Sidis Group's work.
Nikolay Popov
Nikolay Popov
Head, AdKey.app
There have never been any critical issues with timing or estimation.
Sidis Group has launched the client's MVP within the agreed timeline and budget. The team has deployed the platform into production with live users and improved operational efficiency due to optimized business processes. Moreover, Sidis Group has integrated key third-party providers.
Denis Gulagin
Denis Gulagin
CEO & Founder, Bakksy
Their genuine interest in the project was most impressive.
Sidis Group's completed the project quickly and on time. The team responded promptly to requests and handled all adjustments efficiently throughout the project. Moreover, they were highly engaged, proactive in suggesting improvements, and committed to achieving optimal results.
Dmytro Kaminskyi
Dmytro Kaminskyi
IT Support Engineer for E-Commerce & Amazon, I'm a Natural

GET IN TOUCH

Fill out our contact form for a free consultation, or book an online meeting directly via Calendly.
We discuss your project even if you have just a raw idea.
We choose a model and approach that are suitable for your case and budget.
Request a free Consultation
We'll contact you shortly

Questions & answers

What finance tasks can RPA automate?
Invoice processing, payment matching, account reconciliation, bank statement imports, expense report validation, financial report assembly and audit trail documentation. Any process that runs the same way on a schedule is a good candidate.
Which accounting and ERP systems do you integrate with?
We have worked with QuickBooks, NetSuite, SAP, Xero, Sage and custom ERP setups. Most platforms with an API or a consistent export format can be connected.
Is RPA safe to use for financial data?
Yes. We build workflows with proper access controls and maintain a full audit trail of every automated action, which also helps with compliance reviews.
Does this require changes to our accounting software?
Not typically. RPA works on top of your existing systems without requiring modifications to them.
How long does implementation take?
A single workflow like invoice processing or reconciliation can go live in two to three weeks. A broader financial process automation program usually takes six to ten weeks.

Latest Automation
Insights