Ditch Manual Processes
AI Automation for Accounting & Finance
We build custom web apps that automate accounts receivable, accounts payable, dashboards and project accounting — connected to your ERP, CRM and Microsoft environment. Your systems stay; the manual work goes.
Live systems running for clients across Ireland, Europe and North America
What We Automate
Still doing these by hand? These are the finance processes we automate — as custom web apps on your existing ERP, CRM and cloud environment.
Accounts Receivable
Still chasing overdue invoices by hand?
AI collections agents draft the chasing, classify replies and route disputes — your team just approves.
Accounts Payable
Matching invoices to POs manually?
AI extracts every invoice and auto-matches it to the PO, with gates that stop bad data reaching your ledger.
Dashboards & Reporting
Rebuilding the same report in Excel each month?
Live KPI dashboards fed straight from your ERP — no exports, no month-old numbers.
Project Accounting
Not sure which jobs actually made money?
Automated job costing and per-project profitability, mapped to your Sage or ERP nominal codes.
Built in Microsoft environments (Azure, Fabric, Business Central, Entra ID, Power BI) and connected to Sage, QuickBooks, Xero, CRMs and the tools you already run.
Case Studies
AR, AP, dashboards and project accounting — automated with AI for real companies on Microsoft Azure, Fabric, Business Central, Sage and more. No mockups; these are live builds.
1,080 Overdue Invoices, Chased Automatically by AI
How a Norwegian equipment rental group with 1,080 open invoices and a one-person AR team automated invoice chasing with an AI collections agent built on Microsoft Fabric, Azure and Business Central — every email drafted by AI, approved by a human.
Read the case study
$11.8M in Receivables, Collected Systematically
A US insurance services firm had 7,700+ open invoices across 1,200 customers and no system of record for collections. We built a collections workspace on Azure with daily risk scoring, automated task generation and escalation routing — without touching their ERP.
Read the case study
1,500 Supplier Invoices a Month, Matched Automatically
How a Canadian industrial safety distributor automated AP invoice data entry and purchase-order matching with AI document extraction on Azure — with a built-in accuracy gate that catches extraction errors before they reach the ERP.
Read the case study
Real-Time Job Profitability, Automated Across Five Systems
Fuel cards, telematics, tolls, ferry invoices and Sage — five disconnected systems, one Excel-driven finance team. We built a platform that computes true per-job profitability automatically and maps every cost to Sage nominal codes.
Read the case studyWondering if your process is ready for this?
Custom Web Apps, Connected to Your Stack
We don't sell another SaaS subscription. We build the app your process actually needs, wired into your ERP, CRM and existing tools — you own it.
Custom Internal Tools
Custom Dashboards
Live KPIs fed from your ERP and operational data — no more copy-pasting into Excel.
ERP & CRM Integration
Business Central, Sage, QuickBooks, Xero, Infor and your CRM — synced automatically instead of exported manually.
AI With Guardrails
AI drafts, extracts and matches; humans approve. Every figure grounded in your ledger data — never invented.
Training & Documentation
Comprehensive training and documentation provided to ensure your team can effectively use and maintain the automated systems.
What Our Clients Say
Discover how our automation solutions have transformed businesses. See what our happy clients have to say.
Seamless Integration Success
"I have been collaborating with Reza for some time now and can confidently vouch for his ability to deliver projects exactly as requested, while also adding significant value through his experience. He is a professional who is easy to work with, consistently accommodating to my timelines, and an effective communicator. I highly recommend working with him."
-Sean Seymour, Inala Energy
Boosted Productivity Instantly
"I came to Reza with a rough idea of how I wanted to automate some internal accounting using Airtable. Reza had some great suggestions and we ended up with a plan much better than what I was thinking of. During the implementation he kept me up to date and was very responsive any time I had a question. The Airtable set up is now saving us time and giving us more visibility into our finances. Highly recommend Reza, will likely be working together again very soon!"
-Oliver Burke, Propeller Digital
How It Works
Our simple 4-step process makes automation easy, from consultation to setup, with continuous support.
Process Audit
We do a deep dive into how your team currently works. Identifying areas of frustration and friction in your processes for you and your clients.
Process Audit
We do a deep dive into how your team currently works. Identifying areas of frustration and friction in your processes for you and your clients.
Design and planning
A collaborative effort aimed at eliminating the tedious tasks you hate at a rate of change that suits.
Design and planning
A collaborative effort aimed at eliminating the tedious tasks you hate at a rate of change that suits.
Implementation
A seamless, problem free transition is key. We'll do the necessary testing in the background and implement on time.
Implementation
A seamless, problem free transition is key. We'll do the necessary testing in the background and implement on time.
Monitor & Refine
Tracking data on performance and refining based on your feedback. On going training and onboarding as a bonus.
Monitor & Refine
Tracking data on performance and refining based on your feedback. On going training and onboarding as a bonus.
Custom Apps vs 3rd Party Tools
Compare our services to others in the industry.
| Feature |  FINTASK | 3rd Party Tools |
|---|---|---|
| Custom Automation | ||
| Industry-Specific Solutions | ||
| Post-Launch Support | ||
| Award-Winning Expertise | ||
| Pricing Transparency | ||
| Integration Flexibility | ||
| Customer Satisfaction |
Frequently Asked Questions
Find answers to common questions about our automation solutions.
We specialise in AI automation for accounts receivable (collections, invoice chasing, dunning), accounts payable (invoice extraction, PO matching, approvals), financial dashboards and reporting, month-end close, and project accounting / job costing. We build custom web apps that connect to your existing ERP, CRM and tools rather than replacing them.
Yes — most of our production systems run in Microsoft environments: Azure hosting, Entra ID single sign-on, Microsoft Graph for email, Microsoft Fabric and Azure Synapse for data, and ERPs like Dynamics 365 Business Central and Sage. We also build on Google Cloud and mixed stacks.
Yes — that's the core of what we do. We've integrated with Dynamics 365 Business Central, Sage 50, Infor CloudSuite, QuickBooks, Xero, Stripe, transport management systems and fleet telematics. Your ERP stays the system of record; our platforms remove the manual work around it.
Take our free AI Readiness Assessment. It asks eight questions about your process — how documented, how standardised, how many people are involved — and we respond within one business day with a tailored view of what to automate first. Messy processes don't rule out automation; they just change the approach.
Focused builds like an AR collections agent typically go live in weeks, not months, because we build on your existing infrastructure rather than introducing new systems. Larger platforms with multiple integrations take 2-3 months. Timelines depend mostly on data quality and process clarity, which the readiness assessment establishes upfront.
Yes, when engineered with guardrails. In our builds, AI never invents figures — every number is grounded in ledger data; customer-facing emails go through human approval queues; extraction results pass mathematical reconciliation gates before reaching the ERP; and legal or sensitive cases hard-stop to a human. The AI does the reading, drafting and matching; your team keeps control.
Ready to Transform?
Stop losing hours to invoice chasing, manual keying and spreadsheet reporting. Find out exactly which of your AR, AP and reporting processes are ready for AI automation.
Free · 8 questions · personal response within 1 business day